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Route Investment Opportunities to Customers

by on ‎04-19-2017 09:49 AM - last edited on ‎04-19-2017 01:19 PM by

The head of IT at a financial services company is using metadata to store and organize investment opportunities within their account.


When this company receives investment opportunities from third party vendors, they use Box to easily distribute those opportunities to interested customers:


  1. First the team defined metadata in Box to classify the opportunities by:
    • price range
    • location
    • date
    • and origin
  2. Once an opportunity is received, they apply custom metadata attributes to the file to classify and group their content.
  3. The team then uses advanced searches by metadata to find the appropriate investment opportunity to pass it along to the correct party.


Metadata is fast and effective way for this company to find critical information and pass it along to their customers!


Learn more:

by Clobberella86d
on ‎04-19-2017 10:25 AM
I really like how easy Box makes it to share data between companies and customers. Great work!