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Amazing Software, Amazing People – Red Oak Compliance at Seismic Shift 2018.

 
Wednesday, November 14, 2018

Submitted by: Carmela Ravi, Business Development Director, Red Oak Compliance Solutions

It was an exciting time last week for our Partner Seismic.  Our team at Red Oak had the opportunity to participate in, and be part of, the annual Seismic Shift user conference in San Diego, November 7-9, 2018. With over 500 attendees, it was fitting that both teams exchanged ideas on how to improve the efficiency of our mutual clients through the integration of Red Oak’s Compliance Workflow software with the Seismic’s Marketing Content Management system.  This integration will bring greater efficiency, transparency and quicker time to market while helping firms comply with their Books and Records Requirements.  It was encouraging to see the high level of interest and curiosity by many financial service firms and the level of understanding the benefits of the integration and partnership.

We are looking forward to more conversations about how we can help. To learn more about Red Oak Compliance Workflow Software, please visit us online or give us a call at 888-302-4594.

About Red Oak Compliance Solutions

Red Oak Compliance Solutions is the global advertising review software of choice in the financial services industry. It is a comprehensive suite of SEC 17A-4 compliant features that are 100% books and records compliant and provides clients with 35% faster approvals and 70% fewer touches or better. We also offer Smart Review(SM), which solves for the storage and maintenance of disclosures, helping firms reduce risk, decrease review times, and increase the speed of distribution of marketing materials. Smart Registration(SM) automates the licensing and registration management process to help reduce regulatory risk and time spent on manual processes. Overall, Red Oak allows firms to minimize risk, reduce costs, and increase compliance review process effectiveness and efficiencies.

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