Mastering Workflow Efficiency with Egnyte

Are manual, disconnected processes slowing you down? Whether you're onboarding new clients, opening accounts, or conducting due diligence, efficiency and compliance are key. Yet, traditional methods often lead to delays, errors, and compliance risks.

Watch On-Demand for an exclusive virtual Lunch & Learn where Egnyte experts will demonstrate how to streamline document workflows from request to finish—saving time, reducing risk, and transforming your operations.

Why Attend?

• Experience how Document Portal simplifies and secures collection and processing workflows with templates and detailed reports

• See AI-powered tools in action, like Egnyte Copilot, to surface critical insights faster

• Streamline eSignature workflows with Egnyte Sign

• Reduce risk with policy-driven life cycle management



Who Should Attend?

Professionals in wealth management, private equity, venture capital, banking and credit, and insurance who want to streamline their document workflows and maximize operational efficiency.

Register for On-Demand!

Don’t miss this opportunity to see how Egnyte can help you transform your document management processes.

Register for On-Demand

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*TERMS & CONDITIONS

Due to the high level of interest for previous events, we are limiting numbers of live day attendees and give-aways. Attendees must:

1. Belong to Financial Service industry and have an active interest in working with Egnyte (ie. learning about our solutions/services)
2. Attend the entire 45 minute session on the live date/time
3. Be included in the first 50 confirmed registrants

At which point, we’ll provide the $35 lunch voucher to the participant. For any questions, please reach out to [email protected].

MEET YOUR SPEAKERS

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MEET YOUR SPEAKERS

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MEET YOUR SPEAKERS

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Aaron Montgomery

Sr. Solutions Engineer
Egnyte
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Nicholas Devore

Vertical Portfolio Manager
Egnyte
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do eiusmod tempor incididunt ut labore et dolore magna aliqua. Ut enim ad minim veniam, quis nostrud exercitation

*T&C’s Due to the high level of interest for previous events, we are limiting numbers of live day attendees and giveaways. Attendees must:

  1. Belong to biotechnology / life sciences industry and have an active interest in working with Egnyte (i.e. learning about our solutions/services)
  2. Attend the entire 1-hour session on the live date/time
  3. Be included in the first 50 confirmed registrants

At which point, we’ll provide the $35 lunch voucher to the participant. For any questions, please reach out to [email protected].

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Unify, Protect, and Control Project Documents

A guide to improving visibility and productivity throughout a project's lifecycle.
Card Image

Unify, Protect, and Control Project Documents

A guide to improving visibility and productivity throughout a project's lifecycle.
Card Image

Unify, Protect, and Control Project Documents

A guide to improving visibility and productivity throughout a project's lifecycle.

MEET YOUR SPEAKERS