Box - Industry Ebook [Financial Services]

Here’s how Box for Salesforce can help Industry Insider a financial services organization like yours. FINANCIAL SERVICES Improve internal and external collaboration. Empower your Salesforce users to collaborate securely with colleagues and customers — regardless of file size — no matter what software or device they’re using. Simplify everyday tasks. Streamline new account openings, insurance claim filings, client service, and more by storing all of your content where your teams are already working. Maintain security and control See how our partner Box tackles challenges in in the over your content. financial services industry. From big-picture problems, to the Your organization’s most valuable asset — your content specific needs of an IT decision maker, Box has it covered. — is protected and available in Salesforce with precision Box for Salesforce provides one secure platform for the entire content journey. control over how users access, share, and collaborate. Collaborate with anyone, anywhere, and protect your content with cloud-native security, intelligent governance, and comprehensive compliance. Keep reading to learn how Box could help an IT decision maker simplify processes across the business and deliver personalized customer experiences while keeping content secure and compliant.

The Solution Box for Salesforce makes it easy for your teams to securely Claims Management access and edit files, sign documents, and collaborate with The Challenge: Customers and agents need to internal colleagues and external partners and customers. share videos, images, data feeds, and other associated documents related to a claim. A fragmented experience can put sensitive information at risk. The Solution: Box helps shorten the insurance claims lifecycle and simplify claim management by centralizing client and agent data in one place. Client Onboarding The Challenge: In-person account opening processes make it challenging for firms to onboard new clients quickly. The Solution: Box streamlines client onboarding by enabling clients and internal teams to securely share and access confidential information, assign tasks, sign documents, and edit content from any device, anywhere. Virtual Deal Rooms The Challenge: Complicated deal room setups result in delays in deals, confusing bidder/third-party Digital Client Experience experiences, and risk of sensitive data exposure due to the lack of audit logs. The Challenge: Clients expect a consumer experience The Solution: Box can create a centralized, secure, when working with their financial institution. When their and compliant virtual data room for sell side and buy expectations aren't met, it can cost business and lead to side deal transactions like M&A activities, private a poor brand reputation. equity, and contract negotiations. The Solution: With Box, you can drive seamless multiparty collaboration by providing clients and financial advisors with a more effective and interactive way to work with a rich set of APIs to create tailored digital experiences.

The Scenario How Box for Salesforce Solves Telulah’s Challenges In this example, let’s imagine how an IT decision maker at a bank uses the Box for Salesforce app to simplify Attract new customers with transparent processes while keeping content secure and compliant client onboarding. with industry regulations. Box helps Telulah enable clients and internal teams to securely share and access confidential information anywhere. Streamline the loan origination process. With Box, Telulah is able to centralize client and advisor data in one secure place to simplify loan intake, processing, and archiving. Create a centralized, secure, and compliant virtual data room. Telulah Telulah uses Box to protect bidder privacy and Technology business reputation by preventing unauthorized access to documents and other information IT Decision Maker, Happy Bank about competing parties. Build loyalty with easy online experiences. Telulah needs to keep up Her Goals: Her Challenges: Box has helped Telulah improve customer with customer expectations • Simplify processes within the firm • Rising customer expectations for communication by integrating directly with Salesforce for personalized and engaged such as client onboarding, new digital experiences and other productivity tools, providing one single experiences, while also account openings, and loan • Teams working remotely platform to access, edit, and share documents. origination enabling teams to be more • Create a seamless digital customer • Increasing cybersecurity risk productive and work from experience anywhere. • Ensure content is secure and compliant with industry regulations Learn more about Box