Managing Zoom, Microsoft Teams, Slack & Other Collaboration Platforms with Effective E-Policies

Microsoft Teams, Zoom, Slack, and other e-collaboration platforms escalate legal, regulatory, records, e-discovery, privacy, security, and other risks for financial institutions. Fully 27% of survey participants report one or more employees have used Teams to circumvent compliance requirements. Adding to the problem, remote staff may be tempted to play fast and loose with language when Zooming from home, increasing the likelihood of harassment, discrimination, and hostile work environment claims. When it comes to risks, records, and rules, e-collaboration tools are no different from email and social media. Failure to safeguard PII, NPI, consumer privacy, and business records could trigger regulatory audits, lawsuits, disgruntled accountholders, and decreased revenues.

You must act now to manage videoconferencing and meeting platforms with strategic e-policies and procedures. Attend this webinar to learn how to create and implement best practices-based policies and procedures to manage content, use, and records on Microsoft Teams, Zoom, Slack, and other e-collaboration tools. As a bonus, you’ll receive a three-part whitepaper designed to help your financial institution implement an e-collaboration policy program designed to minimize risks, manage use, and maximize compliance at the financial institution, employees’ homes, and elsewhere.