Case Study: Mariner Wealth Advisors achieves rapid digital transformation and seamless remote advising with Box

The accelerated path to digital for Mariner Wealth Advisors

Mariner Wealth Advisors is a fast-growing, top-ranked wealth-management firm founded 14 years ago with roughly 1,400 advisors across about 200 U.S. offices. Rapid expansion through acquisitions — and the sudden COVID-19 shutdown — forced the firm to accelerate a planned digital transformation to deliver mobile-first, high-touch client service while unifying content and systems for advisors and staff working remotely.

Mariner adopted Box as its cloud content platform, built middleware integrations with core systems, and used internal collaboration tools plus best practices learned from BoxWorks to migrate off legacy systems and manage change. The shift enabled a near-immediate full office closure with seamless remote work adoption, sustained performance and client service, faster cloud momentum, and a clear competitive advantage in speed and adaptability.

Mariner Wealth Advisors

Chris Cook

SVP of IT