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.