Wednesday, October 22, 2025
11:00 AM Pacific Daylight Time

Your document management system (DMS) might look “fine” on the surface but beneath that surface, cracks are forming: slow search, manual filing, audit friction, rising IT spend, and increasing security vulnerabilities. 

In a highly regulated industry, those cracks can quickly become liabilities. By the time they widen into a major failure, the hidden costs — in risk, compliance exposure, and missed opportunities — can be staggering. 

In this webinar, discover the true cost of outdated legal tech in financial services, why legacy systems block AI adoption and innovation, and how forward-looking institutions are modernizing before their systems fail them. 

You’ll Learn:

  • How outdated DMS quietly drains productivity and budgets in financial institutions 
  • The IT, regulatory, and compliance risks of “good enough” systems 
  • Why legacy tech is the biggest barrier to AI adoption in legal and compliance functions 
  • How cloud-first legal tech reduces total cost of ownership while meeting industry-grade security and compliance standards 

Who Should Attend?

  • CIOs, CTOs, COOs, CCOs at banks, insurance, and investment firms 
  • Corporate legal and compliance leaders 
  • Risk and governance professionals 
  • IT managers supporting in-house legal and compliance teams 

Speakers 

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Heath Harris
Senior Director of Applied AI, NetDocuments
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Chris Dunsford
Vice President of Applications, Element

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Chris Dunsford

Vice President of Applications, Element

With a career spanning since 1999 in Information Technology, Christopher bring a wealth of experience in technical support and enterprise document management.

Heath Harris

Senior Director of Applied AI, NetDocuments

With 20 years of progressive leadership experience for global law and professional services firms, Heath is a leader of organizational design skilled in driving enterprise projects, operational development and innovation initiatives..

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