Transform client onboarding from end to end

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Banks and wealth managers lose too many new client relationships during onboarding. The process still takes weeks, spans too many systems, and puts the burden on your ops team to hold it together.

In this session, you'll follow a wealth management onboarding from the first document to signed agreement, all on one governed platform. You'll see how AI compresses KYC document review from hours to minutes, automation replaces email-driven handoffs, and the full cycle moves from weeks to hours with permissions, governance, and audit controls in place.

Topics we’ll cover:

Frictionless Intake: How clients securely upload documents through a single, seamless portal experience.
Instant AI Extraction: How Box AI instantly extracts key details and answers complex compliance queries for rapid KYC reviews.
Automated Signing: How teams route contracts for secure approval and e-signature without ever relying on inbox-heavy workflows.

Speakers

Jake Lauer

Sr. Product Marketing Manager