"Security, for us, is making sure the right people have secure access to the right information, anytime, anywhere. You hear that a lot, and it sounds cliche, but we have a broad range of constituents, and we work with people both internally and externally."
“They can be stuck at home for another day, they can not start their job on time, their money could be mismanaged.”
“A lot of wise people have said, the phrase ‘the way we’ve always done it’ is probably the most expensive phrase in business. Sometimes legacy becomes an anchor around your ankles.”
"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."
“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.”
“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."
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