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things are as frustrating for financial industry staff and clients, vendors, and partners than dealing with manual and outdated document request and collection methods like email, physical mail, or antiquated portals.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