Box for financial services

Create seamless customer experiences with the Content Cloud

Powering leading financial services firms

When it comes to financial services, clients expect omni-channel experiences that are seamless every step of the way. The Content Cloud 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 — all with unprecedented security and compliance.

Onboard clients with ease

Attract new customers with transparent client onboarding. With Box, you enable clients and internal teams to securely share and access confidential information, assign tasks, sign documents, and edit content from any device, anywhere.

See how Truist simplifies work with Box

Create next-generation 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.

See how Morgan Stanley drives customer engagements with Box

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 sell side and buy side deal transactions like M&A activities, private equity, 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 defined by FINRA, OCC, FDIC, MiFID II, and SEC.

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.

Banking

Accelerate tasks like client onboarding, new account opening, and lending across consumer and commercial banking.

Investment management

Customize experiences to allow clients and investment managers to collaborate on financial documents securely.

Insurance

Streamline insurance claims lifecycle for insured customers, claims departments, and field claims adjusters with modern first notice of loss capabilities.

Sign documents right in the Content Cloud

E-signatures power financial services, and getting a document signed should never slow you down. Get secure e-signatures on everything from loan agreements and NDAs to purchase contracts with natively integrated Box Sign.

Learn more about Box Sign

Protect customer data

From employee and customer data to company financials, you need security and compliance you can trust. With Box, secure your most valuable and highly sensitive data, all while reducing financial, legal, and reputational risk. Plus, protect proprietary files with auto-classification for various file types, granular access permissions, and threat detection to reduce the risk of ransomware attacks.

Learn more about Box Governance Learn more about Box Shield