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

Chris Diya
Cloud Security Architect
Google
Bryan Buck
CTO
SouthStar Bank
Charlotte Li
Vertical Portfolio Manager, Financial Services
Egnyte

Navigating the Cloud Transition: Insights for Banking and Credit

As the banking sector navigates digital transformation, the migration to cloud infrastructure remains an important yet often daunting step. While the benefits of the cloud's scalability, agility, and innovation potential are clear, banking and credit institutions have historically leaned toward on-premise solutions, driven by concerns surrounding security, compliance, and control. This session aims to address these apprehensions head-on, providing confidence to institutions contemplating this critical shift.

In this session, you’ll learn:
• The technological and organizational challenges faced by banking and credit institutions and how they impact cloud adoption
• How cloud solutions adhere to stringent regulatory and compliance standards
• Real-world case studies of successful migrations from on-premise to cloud and why they made the shift

Peter Tucker
IT Director
IK Partners
Nick DeVore
Manager, Financial Services
Egnyte

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

Benjamin Nestor
Analyst
Datos Insights
Gilles Ubaghs
Senior Analyst
Datos Insights
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