“Box has completely transformed how we work on content,” said Phillip Scott, head of IT Operations at OFX.
“From our internal procedures through to how we process content from clients, Box has helped us to modernise our systems, making us significantly more efficient and productive and ultimately helped us to serve our customers better.
“Additionally, by leveraging Box Platform our consumer and corporate clients can easily provide us with documents like passports, driver’s licenses, and bank statements, in a secure and compliant way. Such documents are essential for the new client registration process.
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“OFX is a great example of a Fintech which is benefitting by modernising its business processes,” said Scott Leader, Box vice-president of ANZ.
“The IT team has taken a new approach to managing content and is reaping the rewards. We’re delighted that Box has given OFX greater control and security over content, and that we can help keep OFX compliant with Australia’s strict data regulations.”
OFX selected Box to:
- Replace its on-premise file servers and migrate all its content to the cloud for greater control and flexibility;
- Leverage Box Platform APIs to enable customers to easily upload documents directly from the OFX customer portal. This has helped the compliance team to dramatically improve success rates for document receipt and processing times;
- Automate content workflow processes;
- Migrate sensitive information off email and into a secure cloud environment;
- Integrate with its telephony system to automatically store and log all calls; and
- Integrate Box with Okta and Office 365 providing a pure cloud IT stack.
