DiscoverOyster Stew - A Broth of Financial Services Commentary and InsightsYour Transitioning Workplace - Don't Lose Sight of the Moving Parts
Your Transitioning Workplace - Don't Lose Sight of the Moving Parts

Your Transitioning Workplace - Don't Lose Sight of the Moving Parts

Update: 2020-05-06
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As firms begin to adjust to the "new normal," which for many means staff and clients working remotely for an indefinite amount of time, it's important to not lose sight of all the moving parts. Compliance is one of those, and now is a good time to look at your program and test it against how your firm is functioning in this new environment. Do your policies and procedures match up with how you are doing things now? In this episode, Oyster CEO Buddy Doyle, Managing Director Polly Cordle and Relationship Managers Molly Bryson and Gena Spitzer address several things firms should be reviewing, including email surveillance, marketing and advertising, policies and procedures, your compliance calendar and how you will test these things remotely.  

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Your Transitioning Workplace - Don't Lose Sight of the Moving Parts

Your Transitioning Workplace - Don't Lose Sight of the Moving Parts

Buddy Doyle, Polly Cordle, Molly Bryson, Gena Spitzer