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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.

Vendor:

Theta Lake

Posted:

May 12, 2021

Published:

Mar 17, 2021

Format:

PDF

Type:

Case Study