Special Webinar Event AI Meets Compliance: Improving Workflows While Boosting Security
Featuring
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About This Webinar
From portfolio management to client onboarding to deal execution, AI is rapidly being integrated into the workflows of wealth management, buy-side, and sell-side firms.
The promise?
Faster decisions, less manual work, and deeper data insights. But that promise comes with risk when not properly implemented: exposure of sensitive data, content sprawl, and compliance gaps.
In this session, we'll reveal how firms can responsibly adopt AI within operational and compliance frameworks. Whether you're managing client assets, executing trades, or advising on M&A, you'll walk away with practical strategies to apply AI securely to boost your firm's productivity while simplifying compliance and minimizing risk.
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Host Mackenzie Putici Webinar Moderator, Future B2B
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Featuring Larry Shumbres CEO, Archive Intel
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Featuring Kathryn Kozen Director of Operations and Counsel, Jacko Law Group, PC
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Featuring Nick DeVore Financial Services Practice Lead, Egnyte
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Featuring Michael Davis Sr. Solutions Architect, Egnyte
Key Takeaways:
- Intelligently Streamline High-Impact Workflows: Learn how AI can optimize and reduce manual work for key processes like client onboarding, portfolio updates, and deal review.
- Maintain Compliance While Adopting AI: Discover how to integrate AI into your operations without creating regulatory blind spots, using built-in governance tools that adhere to industry standards.
- Protect Sensitive Data at Every Step: Understand the risks AI can introduce—such as content sprawl and data exposure—and how to protect sensitive information.