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
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