When it comes to financial services, clients expect omni-channel experiences that are seamless every step of the way. Box makes it easy for you to speed up day-to-day tasks like onboarding, collaborating on loans, managing M&A activity, and accessing and exchanging updated financial information. And you do it all with unprecedented security and compliance.
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.
Reduce the overall turnaround time for loan requests by connecting customers and underwriters or originators in an efficient, interactive environment. Having a seamless financial cloud service makes it simple to upload documents and fuse them with existing applications.
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.
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.
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.
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.
See how we power financial services in the cloud by accelerating key processes like onboarding and loan origination.
