Onboard clients with ease
Attract new customers with transparent client onboarding. With our financial services compliant software, you enable clients and internal teams to share and access confidential information, assign tasks, sign documents, and edit content from any device, anywhere.
Create great customer engagements
Easy online experiences attract new customers and help you build loyalty. With a rich set of APIs to create tailored experiences, you provide clients and financial advisors with a more effective and interactive way to work.
Create an efficient and intelligent customer onboarding process to improve satisfaction and retention.
Virtual data room
Create a centralized, secure, and compliant virtual data room for M&A activities, bidding, and contract negotiations.
Accelerate loan intake with transparent processing and archiving, along with secure submission of sensitive information.
Modern records management
Build a scalable retention strategy for regulated content, ensuring you meet compliance standards like FiNRA, WORM, MiFID 2, and GDPR.
Drive seamless multiparty collaboration, where exchanges of confidential content stay both secure and compliant.
Claim management and processing
Shorten the claim lifecycle and simplify claim management by centralizing client and agent data in one place.
Accelerate tasks like client onboarding and mortgage and SMB loan workflows. We make it quick and easy for employees to access and exchange information.
Custom experiences allow client PII documents and financials (as well as historical and educational data) to flow securely between the right people.
Streamline insurance claims processing with an easy way for field claims adjusters to upload photos and videos over mobile devices.
Reduce risk and regulatory fines by adhering to industry requirements like FINRA, SEC 17a-4, WORM, and MiFID II. Plus, maintain compliance and security for financial services with robust retention management capabilities, ensuring proper retention and disposition of content with big-bucket retention strategies. With Box, you get the financial services compliant software you need.
American Banker powers secure remote work
Hear about a full transition to on-demand client experiences, following a sudden shift in work.
Keeping clients and employees connected
Stay in touch with customers, keep employees productive, and securely power IT for financial services from anywhere.
Northwestern Mutual drives efficiencies with Box
Hear how the company supports customers through a digital journey, from sales to claims, without sacrificing security.
Box for financial services
See how we power financial services in the cloud by accelerating key processes like onboarding and loan origination.
Hear from the CTO at Nationwide
See how a Fortune 100 company powers insurance claims in the cloud and helps field agents work from anywhere.