“The implementation of Box has really changed how we operate, because our users don’t need to go to as many places. All the customer data and the content live within Box, embedded in Salesforce.”
— Adam Anzouni (
Learn about how Fundwell powers business growth by streamlining workflows, securing data, and enhancing efficiency with Salesforce, Box, and AI-driven solutions:
One of the highlights is how they’re saving 30 hours a week with Box AI! How it works:
- Employee uploads bank statements to Box in the form of a Salesforce lead
- Box AI checks to confirm they have three bank statements, each containing the right data
- Box for Salesforce automatically submits the documents to the underwriting team
The entire process happens in the background, thanks to Box AI. Anzuoni says, “Since going live with Box AI, our underwriters have saved on average 30 hours a week —which is equivalent to adding another underwriter to our team of four.”
Anzuoni also discussed the top three things Fundwell loves about Box:
- The Box API: “The API-first approach allows us to programmatically perform a number of tasks that we used to do manually.”
- Ease of use: “The second is the generally Box provides a “clean user experience.”
- Integrations: “How easy it is to embed within our existing applications, like Salesforce.”
