Automate video conference compliance management
Advisor Group automates video conference supervision and audio / video pre-review with Theta Lake
Advisor Group is one of the largest networks of independent wealth management firms in the US.
After implementing Zoom for improved customer engagement, the Group ran into a compliance issue after learning that internal employees were recording their Zoom meetings.
The trouble was in that these employees were not authorized to record meetings, leading to manual, time-consuming video conference recording review processes as well as a large growth in data storage requirements.
See this case study to learn how the Group subsequently streamlined video compliance by automating policy detection to reduce risk.