Box for financial services
Power seamless client experiences
Unlocking the value of financial content in the AI era
When critical content gets scattered, it complicates workflows. With Intelligent Content Management from Box, financial services teams transform key processes while maintaining security and compliance. Enhance client experiences and unleash the full potential of your content through secure, AI-powered workflows designed for client onboarding, loan origination, M&A due diligence, insurance underwriting and claims, market analysis, and regulatory compliance. See why we’re trusted by 7,000+ financial services customers.
Turn unstructured data into insights
Use AI to quickly extract key information from documents, emails, and forms — eliminating manual work and improving decision speed and accuracy. Box AI Agents tailored for financial services deliver real-time summaries, in-depth financial analysis, and smart recommendations to help you make informed decisions quickly and efficiently.
Streamline client onboarding
Provide clients with a smooth onboarding experience. With Box, securely manage confidential information, leverage AI for workflow automation and insights, deliver real-time electronic signatures, and foster collaboration from anywhere, on any device.
Security and compliance, built to last
Stay ahead of evolving financial regulations and escalating cyber threats with intelligent safeguards and automated controls. Protect sensitive data — such as customer records, transactions, and account information — while maintaining operational efficiency. Built-in compliance controls help you meet regulatory requirements including FINRA, GDPR, CCPA, and PCI DSS.
Virtual data rooms made smarter with AI
Managing mergers, contracts, and bids is often slow and risky with traditional tools. Box AI offers secure, easy-to-use solutions that let you work from anywhere, automate tasks, gain insights, and protect sensitive data. Reduce risks, speed up deals, and streamline your process in one smart, centralized virtual data room (VDR).
Automate with AI agents
Cut out busy work, and use Box AI Agents to leverage data within your documents to automate workflows. From routing applications for approval, to onboarding new clients and managing compliance processes, you get more done with smart data extraction that adds structure to your content.
One secure, intelligent platform for financial services
Client onboarding
Use AI to streamline client documentation, accelerate personalized onboarding, and provide immediate support — effectively reducing client abandonment while enhancing satisfaction and retention.
Virtual data room
Leverage AI to create a secure, compliant virtual data room for streamlined M&A, financing, joint ventures, and litigation.
Loan origination
AI streamlines loan intake with secure data submission, transparent processing, and automated archiving for efficient, compliant workflows.
Modern records management
Harness AI to automate retention for regulated content, ensuring compliance with FINRA, OCC, FDIC, MiFID II, and SEC standards.
Client portal
Enable secure, compliant collaboration with AI, making confidential content sharing smarter and more efficient for all parties.
Underwriting and claims
Use AI for faster underwriting and claims with secure access to policies, applications, and claim forms.
AI-powered solutions for every sector
Banking
AI streamlines client onboarding, account opening, and lending by automating document review and data extraction for faster banking workflows.
Investment management
Leverage AI to enable clients and investment managers to securely collaborate and gain insights from financial documents in real time.
Insurance
Speed up underwriting and claims by AI-powered processing of applications, loss notices, and claim documents for faster decisions.
Enterprise Advanced
Intelligent content workflows and secure document management
- Unlimited intelligent, no-code apps with custom dashboards
- Connected forms for business processes
- Automated document generation*
- Customized AI agents for specific business needs
- AI-powered metadata extraction*
- Higher API allowances
- Large file uploads up to 500GB
- Compliant long-term data preservation
- All Enterprise Plus capabilities included
* Additional volume available for purchase.
Learn more about Content + AI
Fundwell saves 30 hours a week with Box AI
Learn how automated document review and data extraction with AI streamlines client onboarding and underwriting.
AI-powered content: accelerate your workflows
See how Box helps you boost client engagement, reduce risk, and streamline operations with AI-driven automation and secure content workflows.
Speed up loan processes
Watch how Box helps you streamline loan processes for an enhanced customer experience
Streamline your deals with Box for VDR
Discover how a modern VDR enhances collaboration, security, and compliance, ensuring smoother deal lifecycles while reducing risks and inefficiencies.
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.
Box for banking
Learn how to accelerate key processes like onboarding and loan origination.