Financial firms continue to struggle to ensure their employees communicate through authorized, monitored channels, even though the rules are widely publicized. "The problem isn't a lack of rules. It's ...

Lead generation has changed; relying on just one channel like emails or phone calls isn’t enough anymore. Today’s buyers use multiple platforms to communicate, like email, LinkedIn, phone calls and ...

Stifel and Invesco will pay $35 million each to settle SEC charges that the firms failed to properly retain reps’ off-channel electronic communications. Additionally, nine other firms settled similar ...

Leaders and employees know they need to keep communications over approved, auditable channels. But an out-of-office message directing a client to a personal mobile number is off-channel. A WhatsApp ...

Have you ever felt overwhelmed by endless email threads or struggled to keep your team’s communication organized? You’re not alone. In today’s fast-paced work environment, juggling multiple ...