michael.pendergrass
Acronym
Egnyte, Inc.
Product ID
Egnyte_Collaborate
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Description
Trusted document experience for Financial Services.
Images
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Details
- External sharing with protected links instead of attachments
- Sharing safeguards, including view-only, file-level passwords, and link expiry
Detailed audit reporting on user activity and centralized link management dashboards
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Details
- Automate document review, approval, and eSignature workflows
- Built-in co-editing for O365 and Google Workspaces to speed cross-team actions
- Seamlessly integrated with your CRM and over 100 apps your business relies on
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- Save time searching - ask a question in natural language and get an answer immediately
- Secure and confidential - no data stored outside your private environment, ever
- Egnyte's granular permission model ensures a user's AI assistant never has access to more data than that user does
Features
Trusted document experience for Financial Services. Egnyte for Financial Services is an all-in-one solution designed to deliver modern client-centric workflow experiences, maximize employee productivity, and simplify compliance actions, all while enabling robust data security and real-time visibility to help your team move faster.
- Worry-free collection, collaboration, and sharing with clients and across teams.
- AI-powered document chat, co-editing, and workflow to superpower team productivity.
- 100+ seamless integrations with the apps and systems you already use.
Vendors
Management Style
Schwab Products
Section