Box for financial services
Streamline key processes for seamless customer experiences
Powering leading financial services firms
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.
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.
One platform for financial services
Client onboarding
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.
Loan origination
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.
Client portal
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.
Smarter customer connections, no matter your sector
Banking
Accelerate tasks like client onboarding and mortgage and SMB loan workflows. We make it quick and easy for employees to access and exchange information.
Investment services
Custom experiences allow client PII documents and financials (as well as historical and educational data) to flow securely between the right people.
Insurance
Streamline insurance claims processing with an easy way for field claims adjusters to upload photos and videos over mobile devices.
End-to-end compliance
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.
Resources
Box for financial services
See how we power financial services in the cloud by accelerating key processes like onboarding and loan origination.
