194 Box Testimonials

“Adopting new technologies to enhance and improve the way we deliver information to our clients and foster communication between advisor teams and clients is incredibly important for wealth management – especially in this increasingly digital world.”

"Gone are the days when solutions were agnostic of industry. Financial services is a regulated industry for good reason. The solution providers we work with will be ones really tailoring their products to industries."

“Box played a key part in allowing us an easy path toward consolidated data store that made sense for us still usable, but highly secure and manageable.”

"You can tell Box is moving in the right direction because its technologies are purpose-built and purpose-driven. You don’t find that in the legacy technologies or companies who are just adapting."

"We didn’t come into this with a clear path to information governance other than separating customers from internal.”

"We want to fully integrate with whatever experiences we're offering and make it as seamless as possible to our clients."

"Moving content to the right NetHope and external constituents in multiple streams — without breaking down security — is key to the success of this work."

“Box brought the right balance of user experience and enterprise technology needs to the table.”

"If one region has a standard of excellence around the way they are using Box, we want it to be visible and able to be adopted by another region."

"Moving to a cloud technology like Box allows us to centralize all of our content and provides more efficiency, speed, and simplicity for our employees."

"We chose Box primarily for security and regulatory purposes. Not only do we have greater control of our content with Box, it has simplified access to information resulting in a significant reduction in associated time and costs."

“Box empowers our clients to collaborate with their Financial Advisers seamlessly while adhering to the highest standards of data privacy, protection and security.”

"Not only is the Premier Service team quick to respond, dogged in their pursuit of answers and committed to high standards of customer service, but they are always genuine and friendly.”

"The more you can bring the simplicity of use of technology from our personal lives into occupational use, the easier it will be to see the possibilities."

"Having the coincidence of consolidating everything within Box at the same time that we all moved into remote work helped us better support our folks. In addition to the physical technical migration of files that we went through, we also had a pretty robust change management strategy in educating our users and bringing them along."