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.

Despite all the talk of digital transformation, financial services firms are still bogged down by manual document collection, fragmented processes, and lingering paper-based workflows. Join Mortgage Bankers Association VP of Industry Technology and MISMO Interim President Rick Hill as he explores how leading firms are transforming document collection and servicing. From eliminating manual file gathering to automating verification with AI, discover how solutions like Egnyte’s Document Portal improve client experiences, accelerate processes, and reduce risk.