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ON-DEMAND VIDEOS
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Outdated systems and disconnected workflows can stall progress.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.
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.
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.
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.
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Denney shares how his team navigated one of the largest credit union mergers in U.S. history, moving from clunky, outdated tools to Egnyte’s Content Cloud—unifying teams, streamlining workflows, and enabling secure sharing and collaboration without burdening IT.
