MHC, Box, and MSI: Taking You from Risk to AI-Ready
By Paul Rokos, VP Channel Sales at MHC, August 29th, 2025
In today’s environment, AI readiness isn’t optional. If your document lifecycle isn’t AI-ready—from generation to governance to delivery—compliance risk rises, customer experiences suffer, and your competitive advantage erodes.
That was the focus of a recent webinar I hosted with Jeff Sinofsky of MHC, Perry Rotella of Box, and Adam Storch of MSI. Together, we explored how a unified, AI-powered ecosystem helps organizations modernize regulatory communications end-to-end, turning risk into readiness and building a foundation for future growth.
The AI Readiness Gap
The challenge isn’t confined to one system. It spans the entire document lifecycle. From creation to delivery, many organizations managing regulated customer communications aren’t prepared to leverage AI.
► Document Generation:
Jeff Sinofsky (MHC) explained how legacy systems leave firms managing thousands of templates, slowing updates and straining IT. Without structured, reusable components, AI can’t deliver speed or compliance.
► Integration:
Adam Storch (MSI) noted that outdated ECMs trap content in silos. Migration isn’t just about moving files; it’s about modernizing processes so AI can operate across workflows.
► Governance:
Perry Rotella (Box) highlighted that version control, audit trails, and retention rules are constant pain points. AI-driven governance automates these tasks, ensuring information stays secure, compliant, and usable.
► Delivery:
All speakers stressed that customers expect digital-first, self-service access to statements, disclosures, and policies. Legacy platforms simply can’t deliver.
AI in Action
AI is already transforming how regulated content is created, governed, and delivered. Here’s how:
► Reducing template sprawl:
Jeff Sinofsky (MHC) highlighted how AI consolidates thousands of templates into reusable components. The result: faster updates, less IT reliance, and fewer compliance risks.
► Automating governance:
Perry Rotella (Box) explained how Box AI classifies sensitive data, extracts metadata, and maintains audit trails. This makes governance scalable and proactive.
► Modernizing migration:
Adam Storch (MSI) stressed that true modernization means embedding AI during migration to improve search, automate reporting, and future-proof content.
► Enhancing engagement:
All speakers agreed AI helps organizations deliver what customers expect — real-time translation, personalized experiences, and seamless omnichannel access.
A Real-World Example
During the webinar, we shared the story of a healthcare payer weighed down by fragmented systems and duplicate documents. By adopting the MHC–Box–MSI ecosystem, they:
- Consolidated content into a single source of truth.
- Automated compliant, personalized document generation.
- Enabled secure, self-service portal access for customers.
► The payoff: faster time-to-market, reduced IT burden, stronger compliance confidence, and secure on-demand access for customers.
The Path to AI Readiness
AI readiness requires more than tools. It demands a shift in how organizations create and manage their regulated communications.
► Empowering users:
Jeff Sinofsky (MHC) urged giving business teams no-code/low-code tools to manage updates directly, freeing IT to innovate.
► Modernizing processes:
Adam Storch (MSI) reminded attendees that migrations are a chance to redesign workflows and embed AI into compliance and customer-facing processes.
► Building trust in governance:
Perry Rotella (Box) emphasized that secure, cloud-native platforms with AI-driven governance provide the foundation for scaling AI with confidence.
► Looking ahead:
All speakers agreed: customers expect seamless, digital-first experiences. Only an AI-ready ecosystem can deliver them.
The Takeaway
AI readiness isn’t just an IT project. It’s a critical business strategy. Stay on legacy stacks, and you’ll face higher costs, greater risk, and dissatisfied customers. Modernize, and you gain agility, regulatory assurance, and a competitive edge in the AI era.
In short, the same foundation that reduces risk today also positions you to unlock growth tomorrow — proving that becoming AI-ready is the most urgent challenge organizations must solve.
To learn more, please reach out to me on LinkedIn and schedule a conversation.
Let’s talk.
Watch the On-Demand Webinar
Missed the live event? Watch the full discussion with MHC, Box, and MSI to hear how leading enterprises are making their document lifecycles AI-ready.
Paul Rokos
Paul is revolutionizing channel sales at MHC through an ecosystem-led growth strategy, leveraging MEDDPICC certification and expertise in ecosystem dynamics to transform partner relationships. He drives growth by expanding CCM opportunities for enterprises through developing and leading a robust CCM Partnership Ecosystem. With over 30 years of experience in customer communications management (CCM), Paul has helped hundreds of organizations benefit from CCM expertise at scale, connecting trusted partners for the client’s benefit. As a trusted advisor to enterprises, he brings experience from prominent technology providers, including MHC, Crawford Technologies, Sefas, Pitney Bowes, Quadient, and Xerox.
