Financial Services Summit: Unlock the Power of Your Unstructured Data

Thursday, April 10, 2025 | 2:30 PM - 6:00 PM ET

Nasdaq Marketsite Floor 10
151 West 43rd Street, New York, NY 10036

Overview

We’re entering a new era of financial services. AI and automation are transforming the way organizations manage data, operations, and client experiences. In a rapidly evolving digital landscape, legacy systems and manual processes can no longer keep up with evolving customer expectations and regulatory demands.

Intelligent Content Management from Box helps financial services organizations boost efficiency, speed up client onboarding, and optimize engagement. With AI-powered automation, advanced metadata extraction, and seamless document creation, Box reduces costs and improves operational agility. We help you deliver fast, secure, frictionless customer experiences, while maintaining compliance.

Join us for an exclusive event on Thursday, April 10, at Nasdaq. Discover how AI is reshaping financial services by providing actionable insights, improving efficiency, and safeguarding your data. At this event, you’ll learn about:

Unlocking insights from unstructured data: Get instant answers about your content, and securely tap into a wealth of knowledge across all kinds of documents, from financial statements to loan applications
Speed up onboarding and other processes: Accelerate client onboarding and improve customer portal experiences with automated workflows and seamless document management — reducing delays and errors while ensuring real-time access.
Strengthening security and compliance: Navigate evolving regulatory challenges with a robust set of compliance certifications (such as AML, PCI DSS, FINRA, and GDPR), helping you ensure both data security and adherence to regulations

Connect with industry leaders to gain valuable insights and be part of the conversation shaping the future of financial services!

Agenda

Guest Arrivals

Keynote by Box CEO, Co-Founder Aaron Levie

As financial services companies in North America strive to adapt to the evolving digital-first world, the need to harness cutting-edge technologies has never been more crucial.

Join us as we explore how embracing new technologies, particularly AI, can unlock productivity gains and cost savings.

Our event will not only shed light on the immense potential for growth but also delve into the challenges faced by the banking industry today. From rising operational costs to the complexity of compliance and the ever-heightening expectations of customers, the landscape is evolving rapidly.

Together, we will navigate through the intricate journey of becoming a true digital business. We will discuss strategies to streamline operations, enhance cybersecurity measures, and exceed customer expectations in this dynamic environment.

Don’t miss this opportunity to gain invaluable insights and connect with industry leaders who are shaping the future of financial services. Secure your spot today and be part of the transformational journey towards success.