Box for Financial Services

An investment with remarkable appreciation

excellent customer experience
Excellent customer experience

In many ways, your digital presence is your business. It begins and depends on the customer’s online experience, front to back. Box helps you meet customer expectations with a smart, flexible, and totally transparent exchange.

Company-wide savings

From taming your vast store of unstructured data to creating custom workflows, Box streamlines your business in ways that lead to substantial cost savings.

Compliance made easy

There is extraordinary pressure on the FinServ industry to meet the highest possible levels of security and compliance. State and Federal regulations are constantly changing, and Box helps you stay on top of them.

Many functions. One mission.

Insurance companies, banks, investment firms, and wealth management advisors have two main requirements: to collaborate seamlessly and stay compliant in the cloud. With those two cornerstones in place, digital-first FinServ becomes a reality. The one platform architecture from Box allows cross-functional teams to work together with confidence.

Industry insights from our CEO

Enable mobile advisors, agents and claims adjusters

Let field staff work anywhere, anytime, and on any device. With the most up-to-date information in hand, workflow accelerates.

Improve internal and external collaboration

Work securely in the cloud with remote colleagues and customers. Box provides robust governance and permissions management that is truly accountable.

Simplify secure client onboarding

Leverage secure file-sharing, document portals, and workflow automation to speed up client onboarding and provide better customer service.

Create secure document portals

Make it simple and secure for employees, customers, investors, and policyholders to share files across organizational boundaries.

Streamline insurance claims processing

Let field claims adjusters take pictures and videos using their mobile devices and upload them to Box, where they get associated with the correct GuideWire claim.

Expedite processes with seamless eSignature

Box has integrations with DocuSign and AdobeSign so you can send documents out for electronic signature.

Build apps using Box APIs and SDKs

Use Box’s APIs and SDKs to create white-labeled apps for tax submission, wealth advising, loan and mortgage applications and insurance claims.

Ensure content compliance and governance

Manage all of your content to ensure compliance with FINRA, PCI DSS, GDPR, MiFID II, and other key regulations.

Familiar names around the world trust Box

legg mason

The future of FinServ starts here