How to automate client onboarding while staying compliant

As regulatory scrutiny intensifies and manual, fragmented onboarding drags down activation and raises compliance risk, the need to modernize has never been more pressing.

Box centralizes client content, automates onboarding with Box Extract, and enforces enterprise-grade compliance to streamline engagement across the client lifecycle.

During this webinar, you’ll hear directly from Box customers on how they accelerated client activation, lowered NIGO, and reduced operational and regulatory risk while integrating collaboration in Salesforce and Microsoft Teams.

Topics we'll cover:

• Centralize and govern KYC, AML, PII, and transactional documents to meet FINRA and SEC Rule 17a-4 requirements
• Automate onboarding with Box Extract's AI-powered data extraction to capture critical information from loan agreements and KYC documents, speeding up activation and reducing errors
• Enable secure collaboration across your entire organization, directly within Salesforce and Microsoft Teams