Enhancing Videoconference Compliance & Communication for Financial Institutions
Keep every videoconference professional, compliant, and protected. 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.
KEY WEBINAR TAKEAWAYS
- Best practices-based e-collaboration policy to manage business-appropriate Teams, Zoom, and other videoconferencing use by onsite and remote staff
- Minimizing risks, managing behavior, and maximizing compliance with written rules plus tech tools
- How to preserve, protect, and produce NPI, PII, and business records with records retention policy
- Netiquette and content rules to battle discrimination and privacy claims, while hosting respectful, effective videoconferences
BONUS MATERIALS
- Fact sheet: Netiquette Rules for Employees, Managers & Meeting Hosts
- Three-part whitepaper: E-Collaboration Tools & Rules
WEBINAR DETAILS
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.
