Box for Financial Services

Modernize workflows, enable regulatory compliance

Driving digital transformation in financial services

You can’t just flip a switch to become a digital business. You need to fundamentally transform the way you work. And so many of the ways businesses need to transform revolve around content, from automating key workflows to boosting customer engagement. That’s where Cloud Content Management comes in. With Box, you get a single place to collaborate, manage and secure all of the content and processes — all while maintaining compliance and adherence to industry standards like FINRA and GDPR. And by integrating seamlessly with the apps you already know and love, Box provides a single, secure content layer to empower the digital workplace.

Connecting every facet of your business

Insurance companies, banks, investment firms and wealth management advisors can work and collaborate in a secure and compliant platform in the cloud. Boost client engagement. Enable mobile employees. Build content submission and approval apps. With Box, get a single platform for your business to work as one.

Enable mobile advisors, agents and claims adjusters

Let field staff work anywhere, anytime and on any device and ensure they have the most-up-to-date information.

Improve internal and external collaboration

Work securely in the cloud with remote colleagues and customers with a robust governance and permissions model and audibility.

Accelerate 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.

Leverage seamless eSignature

Use Box’s integrations with DocuSign and AdobeSign to send documents out for electronic signature and then save back to Box.

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.

Rewriting the rules: Building better governance in the age of free-range content

Governance in the Digital Age

You can't achieve digital transformation without good governance. Learn and see in a demo how Box Governance provides the guardrails your organization needs to effectively govern content in the cloud — without impacting your user's (or your) ability to get work done.

Modernize wealth management

Eliminate friction and provide a powerful wealth management experience with Box Platform.

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Automate loan origination

Automate loan processing to create better customer experiences.

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Transform digital claims

Modernize insurance claims processes by providing a central place to collaborate with policyholders and custom build white-labeled apps on Box Platform.