Case Study: Northwestern Mutual achieves rapid remote-work resilience and accelerated digital transformation with Box

Northwestern Mutual creates stability in a chaotic time

Northwestern Mutual, a large insurance and financial services firm with more than 4,000 advisors and employees, faced the challenge of information overload and uneven digital access across states—problems that were amplified by the COVID-19 crisis. Under COO Souheil Badran, the company needed a way to make domain-specific knowledge and client services consistently accessible for advisors and customers while adapting quickly to remote work.

Northwestern Mutual responded by building a cloud-first, mobile‑first tech stack—selecting best‑of‑breed partners and tools like Box—and creating infrastructure and operational plans to enable remote work. The result was a rapid, low‑disruption shift to remote operations, an accelerated digital journey for clients and advisors, and a more consistent, omnichannel customer experience while keeping employee health and adaptability front and center.

Northwestern Mutual

Souheil Badran

COO