Accelerating Compliance and Client Service with AI

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Financial institutions face increasing regulatory scrutiny and complex document workflows. In this session, we’ll demonstrate how Box’s AI capabilities help banks and investment firms automate compliance checks, manage sensitive client information securely, and improve operational efficiency. Learn from a live demo featuring real financial services scenarios and discover best practices for secure, AI-driven content management.

Topics we'll cover:

Automated compliance monitoring and reporting
Secure document exchange with clients and partners
Leveraging AI for faster onboarding and transaction processing

Speakers

Chris Busbey

Customer Success Manager, Box
Matt Midson

Managing Director, Banking, Box
Perry Rotella

Managing Director, Insurance, Box