Valmark Financial Group boosts efficiency thanks to Box AI Extract Agents

Valmark Financial Group, a seasoned independent broker-dealer and registered investment advisor, has significantly enhanced its document management capabilities by adopting Box's Intelligent Content Management system, which employs AI to streamline processes and improve efficiency. Previously relying on a legacy on-premises system, Valmark faced challenges with speed, security, and innovation as they managed vast amounts of unstructured data, such as insurance policies and onboarding materials. By migrating to Box, Valmark has drastically increased data extraction from 4,000 to over 240,000 data points annually, reduced manual processing time by up to 48 hours on certain tasks, and enabled AI-powered search that provides instant answers to advisors. The integration of AI tools, such as Box AI Extract Agents and custom AI Studio Agents, has allowed Valmark to automate metadata extraction and improve search functionality, contributing to better job satisfaction by shifting staff focus to higher-value tasks. The collaboration with Box has not only improved operational efficiency but also positioned Valmark for continued innovation in the financial services industry, with plans to further leverage new AI features and capabilities.

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