We're entering a new era of financial services. AI and automation are transforming the way organizations manage data, operations, and client experiences. In a rapidly evolving digital landscape, legacy systems and manual processes can no longer keep up with evolving customer expectations and regulatory demands.
Intelligent Content Management from Box helps financial services organizations boost efficiency, speed up client onboarding, and optimize engagement. With AI-powered automation, advanced metadata extraction, and seamless document creation, Box reduces costs and improves operational agility. We help you deliver fast, secure, frictionless customer experiences, while maintaining compliance.
Join us for this exclusive webinar on Thursday, May 8th. Discover how AI is reshaping financial services by providing actionable insights, improving efficiency, and safeguarding your data.
At this event, you'll learn about:
- Unlocking insights from unstructured data: Get instant answers about your content, and securely tap into a wealth of knowledge across all kinds of documents, from financial statements to loan applications
- Speed up onboarding and other processes: Accelerate client onboarding and improve customer portal experiences with automated workflows and seamless document management — reducing delays and errors while ensuring real-time access
- Strengthening security and compliance: Navigate evolving regulatory challenges with a robust set of compliance certifications (such as AML, PCI DSS, FINRA, and GDPR), helping you ensure both data security and adherence to regulations
