Collaboration and secure content sharing are at the heart of effective client relationships, especially in the financial services industry.

Carson Group, a leading wealth management firm, has taken these priorities to new heights by integrating Egnyte with Salesforce CRM, enabling seamless document management, significantly reducing onboarding times, and improving the client-advisor experience.

Join experts from Egnyte and Carson Group for this 30-minute webinar to explore how Carson Group has leveraged Egnyte and Salesforce for:

● Faster client onboarding through automated document workflows.

● Easy migration of acquired firms without business disruption.

● Improved operational efficiency, freeing up advisors to focus on clients.


This session offers actionable insights from Egnyte’s experts, empowering your firm to adapt and thrive in an era of rapid change.

Don’t miss out on these critical trends and their implications—reserve your spot today!

Registration's Open

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MEET YOUR SPEAKERS

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MEET YOUR SPEAKERS

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Taylor Geist

Manager, Business Systems
Carson Group
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Kyle Blair

Director, Financial Services
Egnyte
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John T. Jones

Product Marketing Manager
Egnyte

MEET YOUR SPEAKERS

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Kyle Blair

Director, Financial Services
Egnyte
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John T. Jones

Product Marketing Manager
Egnyte
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ADDITIONAL RESOURCES

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Unify, Protect, and Control Project Documents

A guide to improving visibility and productivity throughout a project's lifecycle.
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Unify, Protect, and Control Project Documents

A guide to improving visibility and productivity throughout a project's lifecycle.
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Unify, Protect, and Control Project Documents

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

MEET YOUR SPEAKERS