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Red Oak Hosts 2nd Annual User Conference – This Time, Virtually

Thursday, October 8, 2020

We won’t let a pandemic stop us from connecting with our users. Instead, Red Oak brought people together virtually for our second annual User Conference.

Through an online gathering, clients could connect with our team and hear the latest and greatest regarding the convergence of compliance and technology. And we were able to do some listening too.

The leadership team shared where we started, where we are and where we’re headed, through sessions focused on technology and new and upcoming releases.

Smart Review

During the user conference, the Red Oak leadership team highlighted how we’ve worked to intuitively leverage technology to minimize their clients’ biggest pain points.

The release of Smart Review this year marked the beginning of a new era for Red Oak’s customers seeking new and innovative ways to improve their advertising compliance processes.

The leadership team shared information on how this game-changing release streamlines compliance efforts, utilizes predictive intelligence to cut down on the back and forth between marketing and compliance teams, and reduces the potential for errors created through convoluted review processes.

Product Roadmap

Rick Grashel, Red Oak’s CTO, has focused his team’s development efforts on building solutions that are in line with client needs. He’s well-known for picking up the phone to talk through issues with clients so he can design new problem-solving features and enhance user experience.

During the user conference, Rick highlighted recent updates, then gave a preview of coming enhancements, including exciting and impactful new features currently in development.

Another area of focus was on API development and integration. Rick and Stephen focused on ways to maximize productivity and reduce friction by connecting different technology platforms and creating integrations that solve multiple problems. Red Oak currently offers integrations with many industry-leading software platforms and will continue to enhance its API library and integration options over the coming year.


The responsibilities of compliance professionals continue to grow. At Red Oak, we’re committed to growing right along with them and offering our clients additional support for managing their workload and responsibilities.

Stephen Pope, CEO, Cathy Vasilev, COO, and Tasha Momberger, VP of Implementations, shared information on additional ways compliance teams can use the Red Oak flagship platform, including the management of complaints, outside business activities, non-cash compensation, gifts and gratuities, and more.

Until Next Year

Part of embracing the new normal of 2020 has been finding new solutions for connection and success. We’re glad we could bring together our Red Oak team and our clients to frankly discuss the industry and the solutions we can offer to continue improving their compliance efforts.

The user conference is designed to facilitate communication and connection so that we can learn from each other. When we’re creating new features and enhancements for our software, we’re creating what you need. We don’t build things we think are beneficial; we want to offer resources that we know will help your business succeed because you’ve told us they’re what you need.

We appreciate the opportunity to listen, learn, and connect with our clients, to hear your feedback, and to plan for new solutions. While any opportunity to gather together is positive, we’re looking forward to the next time we can bring users together in person. Here’s to 2021!

About Red Oak Compliance Solutions

Red Oak Compliance Solutions is a leading provider of intelligent compliance software, offering a range of AI-powered solutions designed to help firms of all sizes successfully navigate the increasingly complex regulatory landscape. Our suite of 17(a)-4/WORM compliant features offer risk minimization, cost reduction, and process optimization capabilities with features that are designed to evolve with our client’s needs. Our flagship advertising review software enables firms to deliver compliant content to the market with confidence, faster. Our Disclosure Management and Intelligence solution simplifies the management of disclosures, while our Registration Management solution automates and streamlines the licensing and registration process, further enhancing your internal processes. 

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