To achieve continued growth and success, financial services firms must chart their course with the future of the industry. But where will the future lead us? What evolving needs will there be to accommodate? What unforeseen challenges or new opportunities will we encounter? And what innovation will be required for industry firms and the technology partners that support them?

Join industry analysts and experts as they discuss:
• Where the financial services industry is headed based on qualitative analysis and quantitative survey data
• Future technology needs and requirements for firms to accommodate the industry direction
• The expectations for technology partners supporting the financial services industry

Effective audit and compliance management is a requirement for financial services organizations to operate. However, it often involves complex processes and substantial manual effort. But what if those manual functions could be performed by a trusted AI solution that freed up time for value-added tasks? Join Egnyte and compliance industry experts as they explore the role AI can play in your audit and compliance management now and into the future. 

In this session, you’ll learn:
• Capabilities and use cases of AI in audit and compliance management
• Challenges to overcome for effective use
• How Egnyte can support your needs today and our plans for the future

Few things are as frustrating for financial industry staff and clients, vendors, and partners than dealing with manual and outdated document request and collection methods like email, physical mail, or antiquated portals. Not only are they inefficient and result in unnecessary rework, but they introduce security vulnerabilities, aren’t scalable, and lack visibility and reporting capabilities.
Implementing feedback from across the financial services industry, Egnyte created our Document Portal offering so firms can easily request, collect, process, and share documents in a secure and repeatable manner. Backed by the power and security of the Egnyte platform, our document portal will transform your document collection processes, ensuring accuracy, efficiency, and security while elevating the overall user experience.

In this session, you’ll:
• See how document workspaces simplify creating, sending, and processing templated and one-off document requests
• Discover the intuitive, custom-branded portal that guides external users through secure document uploads with automated task reminders
• Hear what colleagues in the early adopter program have been able to achieve in just a short time

Financial institutions face mounting challenges in managing and securing vast amounts of sensitive data while adhering to strict regulatory requirements. Additionally, effective data governance is crucial for maintaining security, compliance, and operational efficiency. Egnyte’s Secure & Govern platform offers a comprehensive solution to address these challenges, empowering financial services firms to enhance their data governance practices.

In this session, you’ll learn: 
• An overview of Egnyte's Secure & Govern platform and its key capabilities, 
• Best practices to implement today within each subindustry of the financial services sector, and 
• How Egnyte supports the information governance and security goals of financial institutions.

Financial services firms have troves of data, and over 80% of it is contained in unstructured documents waiting to be unlocked—until now.
In this session, Egnyte's Senior Director of Products for AI, Ashwin Manekar, will dive into some of Egnyte's latest and upcoming AI features built with financial services firms in mind.

These include:
• New skills such as document comparison, file actions, and semantic search
• Classifiers and prompt libraries for commonly used document types
• Contract intelligence that can speed up due diligence processes
• and more!