Documents arrive by email, reviews stall in queues, and compliance teams scramble to keep up. There’s a better way to manage client onboarding. In this webinar, you’ll hear how leading firms like Morgan Stanley built their client collaboration workflow on Box by replacing fragmented, email-based intake with secure, intelligent client portals and cut time-to-onboarding across every client segment. In this session, learn how to: - Build a branded, secure digital portal that replaces fragmented email-based intake - Securely exchange sensitive financial documents with role-based access - Automate intake routing and follow-up sequences to speed up client services - Support KYC, auditability, and data retention requirements - Use AI to improve intake, classification, and review Speakers: Matthew Midson, Managing Director, Banking, Box Casey Bigger, Principal Customer Success Manager, Box Brianna Carolla, Vice President, Product Manager, Morgan Stanley

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