Enhancing Videoconference Compliance & Communication for Financial Institutions

This session will help financial institutions manage videoconference risks, strengthen e-collaboration policies, and protect business records, NPI, and PII across Teams, Zoom, and other digital communication tools.

Don’t let unmanaged Teams, Zoom, and other videoconferencing tools undermine your legal, regulatory, and organizational compliance. Just as inappropriate email can expose business records, nonpublic personal information (NPI), and personally identifiable information (PII), so too can unlawful and objectionable videoconference content and conversations. Whether videoconferencing from home or the office, it’s essential to keep content, appearance, and surroundings professional when communicating with accountholders, consumers, and colleagues. Thanks to a lack of formal rules, 24% of companies have fired staff for e-collaboration slipups. Could your institution survive a costly legal settlement courtesy of inappropriate videoconference conversations and content? Enhance compliance and communications by keeping videoconferences compliant with federal and state laws and government and industry regulations. 

Attend this webinar for a review of videoconference risks, rules, records, and responsibilities. Leave with a strategy for creating and enforcing must-have policies and procedures including e-collaboration policy, records retention policy, content and netiquette rules, videoconference dress code, and videoconference background guide. You’ll leave with value-added tools including a Netiquette Rules fact sheet and a three-part whitepaper on E-Collaboration Tools & Rules.

NOTE: All materials are subject to copyright. Transmission, retransmission, or republishing of any webinar to other institutions or those not employed by your institution is prohibited. Print materials may be copied for eligible participants only.