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Assante Wealth Management chooses Box for cloud content management


Assante Wealth Management 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,” says 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,” says 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 organisations globally that have adopted Box’s cloud content management platform to power new ways of working.

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