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Want to learn solutions to today’s compliance challenges, hear from industry experts, and network with your peers? Save your seat at SmarshCONNECT. Space is limited.
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Smarsh Connect 2025 Schedule

Hear what’s happening now, what’s coming next and what lies beyond in engaging sessions led by industry thought leaders.

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12:00pm - 1:00pm Lunch

1:00pm - 1:25pm Welcome Remarks

1:25pm - 1:50pm Capturing Beyond Compliance: Emerging Digital Communications Channels in Financial Services

With the rapid adoption of messaging platforms, social media, collaboration tools, and mobile applications, regulated organizations must continuously adapt to ensure they remain compliant while engaging with employees and customers across diverse, dynamic channels.

As digital communications channels continue to grow and evolve, the financial services industry faces a growing challenge: what communications modalities are critical to capture for regulatory compliance?

Join Goutam Nadella, Chief Strategy Officer at Smarsh, and Adam Goldberg, Head of Financial Services at OpenAI, for a fireside chat as they examine the intersection of evolving communications technologies and regulatory compliance.

1:50pm - 2:40pm Breakout Briefings: Voice Capture and Microsoft Copilot

2:40pm - 3:10pm Empowering Compliance Teams: How Intelligent Agents Can Transform Risk Detection and Efficiency

Compliance teams today are burdened with the overwhelming task of sifting through vast amounts of noise — spending up to 80% of their time reviewing irrelevant communications to identify real risks.

Intelligent Agents, powered by advanced AI, can drastically reduce the time spent on manual triage, enabling compliance teams to focus on what matters most: de-risking their organizations and enhancing overall efficiency. By proactively screening out low-priority communications, these AI-driven agents ensure that only the most relevant and high-risk alerts require human attention. streamlining workflows and improving the accuracy of risk assessments, ensuring that compliance efforts are both timely and targeted

Brandon Carl, Executive VP, will discuss how AI-powered agents are revolutionizing compliance workflows and operations.

3:10pm - 3:30pm Break

3:30pm - 4:00pm From Compliance to Innovation: Transforming Your Data Archive into an AI-Driven Enterprise Intelligence Engine

Financial organizations have a vast repository of communications data for supervisory purposes. While retaining that growing volume of data is vital to meeting regulatory compliance, it's also a growing goldmine of untapped business intelligence.

This session will explore the journey of transforming a traditional data archive into a powerful asset capable of generating actionable insights, fostering innovation, and enhancing decision. By building sustainable and scalable data architecture that goes beyond compliance to deliver real-time, predictive, and prescriptive insights through tapping into the power of AI, your organization can uncover hidden patterns, automate critical processes, and foster a culture of data-driven innovation that propels business growth.

Maureen Schumacher, Chief Marketing Officer at Smarsh, will interview Goutam Nadella, Chief Product Officer at Smarsh and Atif Salam, Enterprise Technologist at AWS, about the next stop on your compliance and communications intelligence journey: transforming your traditional archive into a powerful enterprise intelligence engine.

4:00pm - 4:30pm Celebrity Keynote featuring Saquon Barkley

Fresh off his Superbowl LIX win, Saquon Barkley, Philadelphia Eagles running back, will join us to share his personal experiences on and off the field. From overcoming adversity to staying at the top of his game, Saquon’s story offers invaluable lessons related to peak performance.

4:30pm - 6:00pm Cocktail Reception

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