How Uptiq Uses Egnyte to Power Their AI Workflow Platform

Trust and agility are critical for fintech platforms. In this session, Uptiq Manager of Enterprise PartnershipsKyle Kneubuhl shares how they built an AI workflow platform to automate loan initiation and templatize onboarding using Egnyte as the foundation for secure workflows, remote access, and governance.

Who Owns Governance? IT, Compliance, and Operations—Together

Effective governance requires more than just the right tools—it takes alignment across IT, compliance, and operations. In this session with Comply’s VP of Compliance Services, Max Mejiborsky, we’ll dive into how top financial firms are building cross-functional strategies, leveraging AI and automation, and breaking down silos to simplify compliance and minimize risk.

From Friction to Flow: Streamlining Workflows With Integrations

Outdated systems and disconnected workflows can stall progress. In this fireside chat, tru Independence CTO Paul Dalton shares how moving from a legacy cloud environment to Egnyte’s content cloud streamlined onboarding, enabled secure client collaboration, and integrated tools like DocuSign and Advyzon to drive efficiency—all while maintaining compliance and elevating user experience.

AI at Egnyte: Powering Smarter, Safer Workflows in Financial Services

Join Egnyte’s Chief Product Officer, Prasad Gune, for an inside look at the evolution of Egnyte’s AI—designed from the ground up for security, scale, and precision. Discover how Egnyte’s AI-driven Copilot, agents, collaboration, and governance tools transform workflows, simplify compliance, and drive measurable results across financial services.

The Next Generation of Financial Services: Automated, Secure, and AI-Powered

The financial services industry is under pressure to modernize. Rising client expectations, growing security threats, and mounting regulatory demands are exposing the limits of legacy systems and manual workflows. Firms must adopt smarter ways to stay competitive without sacrificing security.

In this opening session, Egnyte’s Kyle Blair will frame the challenges and opportunities facing the industry, followed by an opening keynote with global market research firm IDC’s Jerry Silva, who will share insights on how leading firms are embracing automation, AI, and integrated content management platforms to drive efficiency while mitigating risk. You’ll walk away with a clear vision of what’s next—and how to prepare for it.

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