Financial Services Summit
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ON-DEMAND VIDEOS
Unlocking the Power of Your Data, People, and Technology
Opening keynote session for Egnyte's inaugural Financial Services Summit. Learn how Egnyte has evolved its industry-leading platform to provide secure cloud document storage with industry-leading sharing, collaboration, and security and governance capabilities for financial industry firms. Meet our dedicated team of specialists supporting our financial industry clients and get a first look at our upcoming product roadmap.
In this session you’ll:
• Hear from executives about Egnyte’s Financial Services Industry journey
• Get an overview of product developments, including our first industry-specific product for secure document requests, collection, and processing
• Learn how this event will help you unlock the power of your data, people, and technology
Egnyte’s AI Strategy: Accurate, Secure, and Built for Financial Services
AI holds enormous potential to accelerate and automate a broad spectrum of knowledge work. However, when you're in the financial services industry, and your work involves highly sensitive data and often very nuanced analysis, implementing AI can be daunting and not without risk.
Does the AI keep my data secure? How do I know if the AI's responses are accurate? Will it add value to my business, or just create more hassle? Where should I get started?
In this session, you'll hear from Egnyte's Chief Strategy Officer, David Spitz, on:
• Egnyte's AI philosophy and intent, including Egnyte's approach to data security, privacy, and confidentiality
• Practical examples of customers in PE/VC, wealth management, banking and credit, insurance, and investment banking are using Egnyte's AI today
• Recommendations for how you can get started with Egnyte AI, including features you may already have access to today
Securing the Future of Financial Services: Modern Cybersecurity Strategies
In an era where cyber threats are becoming increasingly sophisticated, financial services institutions are under constant pressure to protect sensitive data. The current landscape requires robust, adaptable solutions to meet these challenges head-on. Join us as cybersecurity industry experts and Egnyte technology leaders share insights on leveraging advanced capabilities to enhance cybersecurity across the financial services industry.
In this session, you’ll learn:
• Latest cybersecurity best practices for the financial services sector
• Evolving threats and how to prepare for them
• Key Egnyte capabilities to activate for robust cybersecurity
Elevating Productivity and Unlocking Data with Egnyte Copilot
Financial services firms have troves of data, and over 80% of it is contained in unstructured documents waiting to be unlocked—until now.
In this session, Egnyte's Senior Director of Products for AI, Ashwin Manekar, will dive into some of Egnyte's latest and upcoming AI features built with financial services firms in mind.
These include:
• New skills such as document comparison, file actions, and semantic search
• Classifiers and prompt libraries for commonly used document types
• Contract intelligence that can speed up due diligence processes
• and more!
Master Data Security and Governance with Egnyte
Financial institutions face mounting challenges in managing and securing vast amounts of sensitive data while adhering to strict regulatory requirements. Additionally, effective data governance is crucial for maintaining security, compliance, and operational efficiency. Egnyte’s Secure & Govern platform offers a comprehensive solution to address these challenges, empowering financial services firms to enhance their data governance practices.
In this session, you’ll learn:
• An overview of Egnyte's Secure & Govern platform and its key capabilities,
• Best practices to implement today within each subindustry of the financial services sector, and
• How Egnyte supports the information governance and security goals of financial institutions.
Revolutionize Your Document Collection Workflows: Introducing Egnyte’s Document Portal
Few things are as frustrating for financial industry staff and clients, vendors, and partners than dealing with manual and outdated document request and collection methods like email, physical mail, or antiquated portals. Not only are they inefficient and result in unnecessary rework, but they introduce security vulnerabilities, aren’t scalable, and lack visibility and reporting capabilities.
Implementing feedback from across the financial services industry, Egnyte created our Document Portal offering so firms can easily request, collect, process, and share documents in a secure and repeatable manner. Backed by the power and security of the Egnyte platform, our document portal will transform your document collection processes, ensuring accuracy, efficiency, and security while elevating the overall user experience.
In this session, you’ll:
• See how document workspaces simplify creating, sending, and processing templated and one-off document requests
• Discover the intuitive, custom-branded portal that guides external users through secure document uploads with automated task reminders
• Hear what colleagues in the early adopter program have been able to achieve in just a short time
Fear or Revere? The Future Value of AI in Audit and Compliance Management
Effective audit and compliance management is a requirement for financial services organizations to operate. However, it often involves complex processes and substantial manual effort. But what if those manual functions could be performed by a trusted AI solution that freed up time for value-added tasks? Join Egnyte and compliance industry experts as they explore the role AI can play in your audit and compliance management now and into the future.
In this session, you’ll learn:
• Capabilities and use cases of AI in audit and compliance management
• Challenges to overcome for effective use
• How Egnyte can support your needs today and our plans for the future
Succeeding into the Future of the Financial Services Industry
To achieve continued growth and success, financial services firms must chart their course with the future of the industry. But where will the future lead us? What evolving needs will there be to accommodate? What unforeseen challenges or new opportunities will we encounter? And what innovation will be required for industry firms and the technology partners that support them?
Join industry analysts and experts as they discuss:
• Where the financial services industry is headed based on qualitative analysis and quantitative survey data
• Future technology needs and requirements for firms to accommodate the industry direction
• The expectations for technology partners supporting the financial services industry
Secure Your Due Diligence Process with Egnyte’s Document Room
Due diligence processes within the financial services industry require giving users from many firms access to a large collection of sensitive information. Each new engagement exposes data to potential risks making security and governance of this data critical. While virtual data rooms (VRDs) have tried to respond to these concerns, they are costly, create data conflicts, and lack necessary security and governance controls. These are just some of the problems addressed by Egnyte’s Document Room.
In this session, you’ll:
• Discover how Egnyte’s Document Room creates an airtight separation of internal and external document workflows
• Learn about Document Room’s powerful data security and sensitive content alerts
• Hear first-hand from early adopters about their experience with Document Room and the benefits to their firms
Navigating the Cloud Transition: Insights for Banking and Credit
As the banking sector navigates digital transformation, the migration to cloud infrastructure remains an important yet often daunting step. While the benefits of the cloud's scalability, agility, and innovation potential are clear, banking and credit institutions have historically leaned toward on-premise solutions, driven by concerns surrounding security, compliance, and control. This session aims to address these apprehensions head-on, providing confidence to institutions contemplating this critical shift.
In this session, you’ll learn:
• The technological and organizational challenges faced by banking and credit institutions and how they impact cloud adoption
• How cloud solutions adhere to stringent regulatory and compliance standards
• Real-world case studies of successful migrations from on-premise to cloud and why they made the shift
From SharePoint to Egnyte for Financial Services
SharePoint, included with many Office365 subscriptions, is a natural choice for file management and collaboration in numerous organizations. While this solution suffices for many, financial services firms often require more robust capabilities to meet their unique regulatory and operational demands. Egnyte offers a specialized platform that addresses these needs, providing enhanced security, compliance features, and seamless integration with existing workflows.
In this session, you’ll learn:
• The value Egnyte brings to cloud document storage
• Benefits and limitations of SharePoint for financial services firms
• Why colleagues made the switch, how they did it, and the benefits they've achieved
Compliance Excellence: How Colleagues are Meeting Mandates with Egnyte
From venture capital to private equity, RIAs to broker-dealers, navigating SEC and FINRA regulations is fundamental to business operations. But as those firms know, just because regulatory compliance is required, doesn’t mean it’s easy.
Engage in a robust discussion with industry colleagues from SEC and FINRA-regulated firms as they reveal strategies they’ve employed to streamline adherence to industry regulations, using Egnyte to support these requirements.
In this session, you’ll learn:
• Key regulatory challenges faced by SEC and FINRA-regulated firms and how to mitigate them,
• Best practices for implementing robust compliance frameworks specific to each subindustry,
• How Egnyte supports seamless regulatory compliance for SEC and FINRA-registered firms.
Simplifying the Transition to Egnyte
Change can be difficult and full of unknowns. However, done right with proper planning, change can be transformative for organizations bringing about new potential. For more than 16 years, we’ve been partnering with financial services firms to navigate and minimize the friction of migrating to Egnyte, developing solutions and processes to simplify change and get our partners up to speed quickly, efficiently, and cost-effectively.
In this session, you’ll:
• Learn how Egnyte lessens the burden on your IT through the deployment of self-service file, folder, and permission migrations and empowers your team’s Content Controls through AI-powered workflows and Document Room controls
• Discover how Egnyte helps teams get up to speed quickly after migration through Egnyte’s native integrations and accelerated file access
• Hear success stories, lessons learned, and recommendations from Egnyte customers who have made the switch
Streamline Critical Business Workflows with Egnyte’s Salesforce Integration
Efficient process workflows are crucial for financial industry firms to conduct business and support growth. However, managing and organizing large volumes of documents across multiple platforms can be cumbersome and time-consuming. Join us for an insightful discussion on how integrating Egnyte with Salesforce can streamline repetitive workflows, enhancing collaboration, data security, and operational efficiency.
In this session, you’ll learn:
• How integrating Egnyte with Salesforce improves document management and workflow automation,
• Best practices for leveraging integrated solutions to enhance productivity and decision-making, and
• Real-world examples and success stories of workflow optimizing using Egnyte and Salesforce.
Fireside Chat: Taking Action Today to Unlock the Power of Tomorrow
Join us for this fireside chat event wrap-up as we discuss:
• The key takeaways from this event and the long-term value it can bring to your firm whether you’re in IT, operations, or compliance
• How to take advantage of what you learned about to unlock the power of the data, people, and technology
• Ways the Egnyte team can be your accountability partner in helping you navigate and prioritize the ideas you’d like to implement