Where Scale Meets Security: A Banking & Credit Union Roundtable
9 a.m. PT | 12 p.m. ET | 5 p.m. GMT
Document-heavy client work is getting harder to manage. Sensitive information moves between clients, employees, departments and systems every day—and as more people and processes become involved, maintaining a simple client experience while protecting data becomes increasingly complex.
Join Taylor Pascoe, Senior Account Manager at Progress ShareFile alongside banking and credit union leaders Jeff Van Boerum, SVP of Application Management at Banc of California and Delores Hudson, Third-Party Risk and Resiliency Officer at Chemung Canal Trust for a practical discussion on how financial institutions are managing that balance.
Together, they’ll explore where friction arises, what changes as workflows scale and how security and governance requirements shape client work.
What You’ll Learn
- Where document-heavy processes can create friction or risk for clients and employees.
- How financial institutions are reducing manual steps while maintaining a consistent experience.
- What becomes harder to manage as workflows scale across more users, teams and customers.
- How organizations approach access, visibility and data protection as sensitive information moves through workflows.
- How banking and credit union leaders are thinking about workflow and security as they plan for the future.
Whether you already use Progress ShareFile software or are evaluating how to modernize secure client collaboration, this roundtable offers practical perspectives from peers facing similar operational challenges.
Register now to hear from our customers at Banc of California, Chemung Canal Trust and the Progress ShareFile team.