Financial Services Summit

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ON-DEMAND VIDEOS

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
 

Ram Boreda
VP, Products
Egnyte
Jason Martino
VP of Security and Compliance / CISO
Coretelligent

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.

Michael Davis
Sr. Solutions Engineer
Egnyte
Ram Boreda
VP, Products
Egnyte

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

Ram Boreda
VP, Products
Egnyte
Chad Hartwick
Director of Compliance Program Administration
Comply

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

Charlotte Li
Vertical Portfolio Manager, Financial Services
Egnyte
Bryan Buck
CTO
SouthStar Bank
Chris Diya
Cloud Security Architect
Google

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. 

Nick DeVore
Manager, Financial Services
Egnyte
Pete Borchers
Director of Information Technology
Madison Dearborn
Kyle Wesley
CTO
Bleakley Financial Group

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.

Victoria Nguyen
Technical Sales Consultant
Platinum Cubed
Niamh Conlon
Sr. Partner Marketing Manager
Egnyte