Financial Services Summit
WATCH ON-DEMAND
ON-DEMAND VIDEOS
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
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!
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things are as frustrating for financial industry staff and clients, vendors, and partners than dealing with manual and outdated document request and collection methods like email, physical mail, or antiquated portals.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
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
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
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
