Assante Wealth Management Chooses Box for Cloud Content Management
Summary
“With 850 professional advisors serving more than 300,000 clients in Canada, we needed a platform to help us securely manage and share our content,” said Bruce Plaskett, Vice-President of Dealer Services at Assante. With Box, we’re fundamentally changing how our teams work and this allows us to focus on our core job: creating wealth and prosperity for Canadian families.” “Assante is equipping its advisory network, customers and partners to work in a new, flexible, frictionless, and completely digital way,” said Adam Drew, Canadian Vice-President at Box. “We’re thrilled to help power the move of Canada’s financial services to cloud content management, and we celebrate Assante’s decision to lead the field in providing its employees with effective tools to do their job.” As part of its digital transformation, and thanks to Box’s integration with Salesforce, Assante has enabled its advisors and assistants to have a complete view of all CRM data and documents. With today’s announcement, Assante joins more than 95,000 leading organizations globally that have adopted Box’s cloud content management platform to power new ways of working. Founded in 2005, Box simplifies work for 70% of the Fortune 500, including AstraZeneca, General Electric, JLL, and Nationwide.