As financial firms evolve, so do the challenges of maintaining data visibility, regulatory alignment, and secure collaboration across growing teams and tech stacks. In this session, Clearstead’s compliance and IT leaders share how they moved from on-prem systems, through a brief but revealing stint with SharePoint, to a unified strategy with Egnyte.

Mergers test the limits of legacy file systems. In this session, Virginia Credit Union Cybersecurity Engineer Christopher Denney shares how his team navigated one of the largest credit union mergers in U.S. history, moving from clunky, outdated tools to Egnyte’s Content Cloud—unifying teams, streamlining workflows, and enabling secure sharing and collaboration without burdening IT.

Evolving SEC rules and cybersecurity mandates are raising the bar on document governance. In this session, Investment Adviser Association (IAA) Associate General Counsel Sanjay Lamba joins Egnyte to break down the key regulatory shifts impacting document and content governance and how to ensure your systems, policies, and workflows stand up to scrutiny.

From commercial loan analysis to contract review and investment memos, financial professionals lose hours each week navigating dense documents. In this live demo, Egnyte VP of Global Strategic Services Mike Soldan shows how Egnyte Copilot uses AI to extract insights, compare documents, summarize complex content, and speed up decisions, turning document-heavy tasks into faster, smarter workflows.