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The Field Guide to Recordkeeping Worst Practices
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"The Field Guide to Recordkeeping Worst Practices"
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It’s easier to just close your eyes to the risks modern technologies can create, but you must not let your firm continue to follow risky routines.

The widespread options for communication in today’s landscape help your firm stay connected to each other and clients. However, while some firms leverage best practices and get the most out of the technology available, others stumble into bad habits that create dangerous vulnerabilities.

Download this field guide to understand what not to do with modern communication tools in order to remain compliant to regulatory obligations. You will understand how to limit risk involving:

  • Text messaging
  • Social media
  • Email
  • Other sharing platforms like Slack or Microsoft Teams

Don’t just stick your head in the sand with danger on the horizon, act now to make sure you protect your firm and your clients as you embrace the digital age.


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