Financial services firms are being asked to grow faster and operate across more systems, all while managing greater regulatory and data risk.

As firms scale—organically or through acquisition— their processes and the tools strain. Collaboration breaks down, governance becomes reactive, and intelligence initiatives stall because the underlying content environment was never designed to support them. Financial Services Summit in Motion is a quarterly thought leadership series focused on this reality. Through peer perspectives and analyst insight, each session examines how financial services firms are addressing their content foundations—where collaboration, intelligence, governance, and platform design converge to support how firms work.

Across the series, you will explore how firms:

• Enable seamless collaboration without breaking desktop workflows

• Support complex, cross-system business processes at scale

• Apply intelligence safely within governed content environments

• Design platforms that perform under pressure and adapt over time


February 24: How Financial Services Teams Actually Collaborate, Govern, and Scale
Peer Lessons on Managing Documents, Risk, and Growth


May 12: What Breaks When Financial Services Firms Scale
Governing Documents, Access, and Risk Through Growth and M&A


August 18: Redesigning Document-Centric Workflows for Speed and Experience
How Firms Reduce Friction Across Teams, Systems, and Stakeholders


November 10: Secure Your Content Foundation for 2027 and Beyond
What Firms Must Standardize to Support Scale, Regulation, and Change





Register for Webinar Series

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MEET YOUR SPEAKER

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Kyle Blair

Director, Financial Services
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MEET YOUR SPEAKERS

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Patrick Welch

Director, Head of Information Technology and Cybersecurity
GI Partners
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Ivan Flores

Managing Director and Director of IT
Stone Point Capital
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Kyle Blair

Director, Financial Services
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MEET EGNYTE SPEAKERS

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John T. Jones

Financial Services Strategist
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Kyle Blair

Director, Financial Services
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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