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.
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.
Let field staff work anywhere, anytime, and on any device. With the most up-to-date information in hand, workflow accelerates.
Work securely in the cloud with remote colleagues and customers. Box provides robust governance and permissions management that is truly accountable.
Leverage secure file-sharing, document portals, and workflow automation to speed up client onboarding and provide better customer service.
Make it simple and secure for employees, customers, investors, and policyholders to share files across organizational boundaries.
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.
Box has integrations with DocuSign and AdobeSign so you can send documents out for electronic signature.
Use Box’s APIs and SDKs to create white-labeled apps for tax submission, wealth advising, loan and mortgage applications and insurance claims.
Manage all of your content to ensure compliance with FINRA, PCI DSS, GDPR, MiFID II, and other key regulations.
Reliable governance for the digital business
Watch the demo and see how Box Governance provides the guardrails your organization needs to effectively govern content in the cloud.
Enhanced wealth management
Eliminate friction and provide a powerful wealth management experience with Box Platform.
Automate loan origination
Create your own automated loan-processing app to reduce repetitive tasks and create better customer experiences.
Maxwell creates a new digital loan experience
Go behind the scenes to see how Maxwell Financial Management streamlined the loan application process.
Transform digital claims
Process insurance claims in a central place so that policyholders and field agents can communicate effectively.