TLDR: Valmark Financial Group has been recognized with the first-ever SMB AI Disruptor Award at Box’s 15th annual BoxWorks conference. The award acknowledges Valmark’s innovative application of AI-powered tools to enhance efficiency and decision-making in its life insurance and investment operations.
SAN FRANCISCO – Valmark Financial Group, a leading holding company with diverse financial subsidiaries, has been awarded the prestigious SMB AI Disruptor Award at Box’s 15th annual BoxWorks conference. The announcement was made on September 19, 2025, following the award presentation during the BoxWorks closing keynote on September 11, 2025. Valmark was one of three distinguished finalists for this inaugural award.
The SMB AI Disruptor Award, newly introduced in 2025, aims to celebrate organizations that demonstrate exceptional agility and significant impact through the strategic integration of artificial intelligence. Honorees are recognized for their ability to leverage AI-powered tools to streamline processes, optimize employee time, and facilitate more intelligent decision-making across their operations.
Valmark’s nomination by Box’s account team highlighted the company’s proactive engagement with Box AI features, its valuable feedback on product capabilities, and its collaborative work with Box AI Studio. The financial group has successfully deployed AI across critical workflows within both its life insurance and investment operations, showcasing a tangible commitment to technological advancement.
Larry J. Rybka, Chairman & CEO of Valmark Financial Group, commented on the achievement, stating, “This award reflects how we are applying AI to improve efficiency and deliver a better experience for the firms we serve.” This recognition underscores Valmark’s dedication to leveraging cutting-edge technology to benefit its extensive network of affiliated firms.
Geoff Moore, Chief Information Officer of Valmark Financial Group, further emphasized the collaborative aspect of their success: “Our collaboration with Box has allowed us to test, learn, and apply AI in practical ways that are already creating measurable results and improving efficiencies.” This partnership with Box, which serves over 100,000 organizations globally, has been instrumental in Valmark’s innovative strides in AI adoption.
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Valmark Financial Group, LLC, encompasses several key subsidiaries, including Executive Insurance Agency, Inc., a national producer group; Valmark Securities, Inc., a broker-dealer and member of FINRA and SIPC; Valmark Advisers, Inc., a U.S. Securities and Exchange Commission registered investment adviser; and the Valmark Policy Management Company, LLC. Their affiliated RIA, Valmark Advisers, manages and advises an estimated $11.5 billion in assets.
