Assante Wealth Management Chooses Box for Cloud Content Management
August 07 2019 - 8:30AM
Business Wire
- Box central to Assante Wealth Management’s
digital transformation -
Box, Inc. (NYSE: Box), a leader in cloud content management,
today announced that Assante Wealth Management (Canada) Ltd.
(“Assante”), one of Canada’s largest wealth management firms, has
chosen Box to support its move to incorporate a fully digital
business offering. Founded in 1995, Assante provides a range of
wealth management solutions to Canadians, including investment
management, financial, estate, tax and insurance planning as well
as legacy planning and facilitating charitable giving.
“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. “Moving our advisor teams off their
legacy systems enables us to unify our content across multiple
teams, while automating our content workflows makes us even more
efficient and productive. 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.
Through Box’s native collaborative features, Advisors now spend
less time finding, creating, and editing documents, thus allowing
them more time to focus on client relationships.
Box powers the largest and most regulated enterprises around the
world to accelerate business processes, power workplace
collaboration and protect valuable information. 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.
About Assante Wealth Management
Assante Wealth Management is one of the largest Canadian
professional services firms in wealth management, supporting 850
advisors who oversee approximately $45 billion in assets for
300,000 clients and their families nationwide. Assante provides its
clients with a complete approach to planning that incorporates all
aspects of their financial lives – combining investment management
with financial, estate, tax and insurance planning. Assante is a
subsidiary of CI Financial Corp. (TSX: CIX), a financial services
company with $176.7 billion in assets as of June 30, 2019.
About Box
Box (NYSE:BOX) is a leading Cloud Content Management platform
that enables organizations to accelerate business processes, power
workplace collaboration, and protect their most valuable
information, all while working with a best-of-breed enterprise IT
stack. Founded in 2005, Box simplifies work for 70% of the Fortune
500, including AstraZeneca, General Electric, JLL, and Nationwide.
Box is headquartered in Redwood City, CA, with offices across the
United States, Europe, and Asia. To learn more about Box, visit
http://www.box.com.
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Titus Thomson Titus@Box.com 44 (0) 7598029952
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