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Creating digital workspaces: How Box improves client experiences

Hear from Umar Bajwa, Executive Director of Technology Architecture, about how Hightower Advisors’ well-th platform empowers advisors to work more efficiently with clients. By leveraging Box APIs, Hightower created a secure client portal that integrates with apps like Okta, Salesforce, and Microsoft 365, allowing advisors to seamlessly share confidential documents with clients in real time.