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In this Community Roundtable for Financial Services Perry Rotella, MD Financial Services, and our Box team will walk through four common financial services use cases. on getting insights from your content for Insurance, Wealth Management, Banking, and M&A (VDR) using Box Hubs.

Topics we’ll cover:

How to create and manage collaborative workspaces using Box Hubs for your financial services use case
Securely curate, organize and publish content, no matter what file type, or where it lives.
Ask Box AI for Hubs questions across multiple documents curated in a Hub and get answers in seconds

Speakers

Perry Rotella

Managing Director, Financial Services, Box