Evolving SEC rules and cybersecurity mandates are raising the bar on document governance. In this session, Investment Adviser Association (IAA) Associate General Counsel Sanjay Lamba joins Egnyte to break down the key regulatory shifts impacting document and content governance and how to ensure your systems, policies, and workflows stand up to scrutiny.

From commercial loan analysis to contract review and investment memos, financial professionals lose hours each week navigating dense documents. In this live demo, Egnyte VP of Global Strategic Services Mike Soldan shows how Egnyte Copilot uses AI to extract insights, compare documents, summarize complex content, and speed up decisions, turning document-heavy tasks into faster, smarter workflows.

Navigating evolving regulations and maintaining security while modernizing IT infrastructure is no small task. In this session, Egnyte Sr. Solutions Architect Philip Townsend and Egnyte Practice Lead for Wealth Management and Buy-Side Nick DeVore discuss how organizations enforce compliance policies, detect risky behavior, and support secure collaboration across environments and access points—with zero compromise to operational agility.