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.

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 

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.