Your Transitioning Workplace - Don't Lose Sight of the Moving Parts
Description
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 experts 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.
Oyster Consulting has the expertise, experience and licensed professionals you need, all under one roof. Follow us on LinkedIn to take advantage of our industry insights or subscribe to our monthly newsletter.
Does your firm need help now? Contact us today!
United States
