Morgan Stanley Wealth Management transforms its digital client experience with Box

As one of the world’s leading investment banking, securities and wealth management firms, Morgan Stanley has been on the cutting-edge of building technologies that drive business and financial markets worldwide.

Today, we're excited to share that Morgan Stanley has launched a new encrypted document sharing portal for clients in collaboration with Box. Morgan Stanley’s “Digital Vault” provides an encrypted repository for clients to store and share important documents, such as wills, deeds, estate plans, financial statements and tax filings with their Financial Advisors. This unified solution offers an additional layer of encryption not traditionally offered through email, and also supports two-way sharing.

Morgan Stanley Wealth Management Digital Vault

The new portal is powered by Box's cloud content management capabilities, including Box Platform, Box KeySafe and Box Governance. Box was selected because it provides the capabilities needed to deliver a rich customer experience and meet the strict regulatory requirements of a financial services institution. Morgan Stanley is also using Box for content collaboration, creating a digital first culture that enables employees to work more seamlessly and collaboratively with real-time access to information. Morgan Stanley is a leading example of how to integrate technology into its product offerings to find more value for clients.

Box empowers the largest and most regulated enterprises around the world to accelerate business processes, power their workplace collaboration and protect valuable information. With today’s announcement, Morgan Stanley joins leading global organizations and 70% of the Fortune 500 that have adopted Box’s cloud content management platform to power new ways of working, including AstraZeneca, General Electric, Nationwide and JLL.

Learn more about Box for Financial Services.