Box for Financial Services

Drive revenue and innovation

Modern, secure and compliant collaboration and processes across the extended enterprise

Financial institutions need to embrace digital transformation by enabling employees to collaborate securely with customers, and by rethinking critical customer and internal processes. With a FINRA-compliant platform, Box provides firms the ability to rethink how they work across every part of their business. 

Use the cloud to improve the flow of content through all of your revenue-critical business processes

Improve vendor management

Perform due diligence before selecting a vendor in a secure and compliant manner

Enable mobile sales agent

Promote a paperless office while providing agents and client service associates with the most up–to-date & effective sales collateral, policies, & pricing information

Modernize critical document processes

Improve loan origination and insurance claims processing by accelerating content submission and workflow

Empower the mobile agent/advisor

Promote a paperless office while providing agents and client service associates with the most up–to-date & effective sales collateral, policies, & pricing information

Accelerate client on-boarding

Streamline the experience for customers in the branch and with mobile solutions

Implement secure document vaults

Accelerate the flow of information between the firm and it’s customers, investors, policy holders, legal departments, and M&A prospects with a secure, customized digital experience

Leverage the industry's best security profile no matter which application you use

Box offers a rich ecosystem of service partners and integrations to extend and enhance our capabilities to meet your specific needs. Along with our key partnerships with IBMApple and Microsoft, Box seamlessly integrates with a wealth of Financial Services partners, including DocuSign, Symantec and NetSkope.

Case study

Broadview Mortgage turned to Box to improve their loan process.

Transform Financial Services management