Balancing AI Innovation and SEC Expectations in Financial Services
Watch our exclusive panel with industry leaders as they unpack the challenges of AI-driven security, data compliance, and Copilot readiness — with a focus on AI in Financial Services, balancing innovation and SEC expectations
Meet the Panelists
James Mignacca
CEO, Cavelo
Larry Meador
Channel Chief, Cavelo
Eldon Sprickerhoff
Strategic Advisory, Caledon Ventures
Vinod Paul
President, Align Managed Services
Chris Turek
Former CEO, Evercore
Are you Copilot ready?
Cavelo’s Copilot Readiness Report reveals the real gaps organizations face when integrating Microsoft Copilot — from data exposure risks to compliance blind spots.
Why it Matters
"What organizations need to define is what does AI mean to your company? What are you hoping to achieve with AI?"
Eldon Sprickerhoff
Strategic Advisory, Caledon Ventures
Risks of Doing Nothing
Rewards of Readiness
Increased exposure with AI adoption
Confident AI adoption without risk
Compliance fines and brand reputation damage
Stronger compliance posture
Productivity loss from poor data hygiene
Competitive advantage through data-driven productivity
Want to schedule a demo?
We’re confident you’ll love Cavelo. But if we’re not a good fit for your unique business security needs, no hard feelings.