Financial Services
Summit

WATCH ON-DEMAND

ON-DEMAND VIDEOS

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.

Jerry Silva
Program Vice President
IDC
Kyle Blair
Director of Financial Services
Egnyte

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.

Prasad Gune
Chief Product Officer
Egnyte

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Outdated systems and disconnected workflows can stall progress.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.

Paul Dalton
Chief Technology Officer
tru Independence
Nick DeVore
Practive Lead, Buy-Side and Wealth Management
Egnyte

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.

Max Mejiborsky
VP of Compliance Services
Comply
John T. Jones
Financial Services Product Marketing Manager
Egnyte

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.

Kyle Kneubuhl
Manager of Enterprise Partnerships
Uptiq
Kyle Blair
Director of Financial Services
Egnyte

Cybersecurity in the Age of AI: Cutting Through the Hype to Proactively Reduce Risk

AI is transforming the cybersecurity landscape—but not always in the ways firms expect: Is AI the solution, or just another risk? Join Think|Stack VP of Cybersecurity Jen Anthony and Egnyte's Cybersecurity Evangelist Neil Jones as they separate fact from fear when it comes to AI’s impact on cybersecurity. Explore today’s evolving threat landscape, the role of AI in defending against cyberattacks, and why smart tools still need smart people. Learn how financial services firms can navigate this new era with the right mix of tech, governance, and human insight.

Jen Anthony
VP of Cybersecurity
Think|Stack
Neil Jones
Cybersecurity Evangelist
Egnyte

Built for Financial Services: Egnyte’s Roadmap for End-to-End Efficiency

Join Egnyte’s financial services industry experts as they walk through existing key capabilities and what’s next for Egnyte—from recent innovations to future roadmap highlights. See a complete end-to-end demo of how Egnyte solves real financial services workflow challenges through secure collaboration, governance, and AI.

John T. Jones
Financial Services Product Marketing Manager
Egnyte
Charlotte Li
Practice Lead, Banking and Credit
Egnyte
Nick DeVore
Practive Lead, Buy-Side and Wealth Management
Egnyte
Kyle Blair
Director of Financial Services
Egnyte

Revamping Document Collection and Processing: Paper Trails to AI-Powered Portals

Despite all the talk of digital transformation, financial services firms are still bogged down by manual document collection, fragmented processes, and lingering paper-based workflows. Join Mortgage Bankers Association VP of Industry Technology and MISMO Interim President Rick Hill as he explores how leading firms are transforming document collection and servicing. From eliminating manual file gathering to automating verification with AI, discover how solutions like Egnyte’s Document Portal improve client experiences, accelerate processes, and reduce risk.

Rick Hill
VP of Industry Technology, Interim President
Mortgage Bankers Association, MISMO
Charlotte Li
Practice Lead, Banking and Credit
Egnyte

Governance in a Data Sprawl World

Navigating evolving regulations and maintaining security while modernizing IT infrastructure is no small task. In this session, Egnyte Sr. Solutions Architect Philip Townsend and Egnyte Practice Lead for Wealth Management and Buy-Side Nick DeVore discuss how organizations enforce compliance policies, detect risky behavior, and support secure collaboration across environments and access points—with zero compromise to operational agility.

Philip Townsend
Senior Solutions Architect
Egnyte
Nick DeVore
Practive Lead, Buy-Side and Wealth Management
Egnyte

Inside Egnyte Copilot: Live Gen AI Demos for Financial Services Workflows

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.

Mike Soldan
VP of Global Strategic Services
Egnyte
Kyle Blair
Director of Financial Services
Egnyte

Regulatory Reality Check: What Document Governance Requires Today

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.

Sanjay Lamba
Associate General Counsel
Investment Advisor Association (IAA)
John T. Jones
Financial Services Product Marketing Manager
Egnyte

From Massive Files to Massive Mergers: Scaling Securely With the Right Tools

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.

Christopher Denny
Cybersecurity Engineer
Virginia Credit Union
Charlotte Li
Practice Lead, Banking and Credit
Egnyte

Building Better Governance: When Compliance and IT Combine

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.

Edward Mielcarek
Managing Director, Information
Clearstead
Dennis Kasper
Senior Managing Director, Systems and Cybersecurity
Clearstead
Steve Wolken
Chief Compliance Officer
Clearstead
Nick DeVore
Practive Lead, Buy-Side and Wealth Management
Egnyte

What’s Next: Turning Insight Into Action

Wrap up the day with Director of Financial Services Kyle Blair and Financial Services Product Marketing Manager John T. Jones as they share key takeaways, actionable next steps, and a forward-looking view of how Egnyte is partnering with financial firms to enable secure, intelligent content collaboration. Whether you're refining existing workflows or exploring new opportunities, now is the time to move from strategy to execution.

John T. Jones
Financial Services Product Marketing Manager
Egnyte
Kyle Blair
Director of Financial Services
Egnyte