Do your business development and data compliance objectives sometimes clash?
In financial services, data compliance cannot be an afterthought. It needs to be baked into processes, including those for sales. But when compliance is front of mind, it can feel counterintuitive to tap into sales tech that may open the door to data, privacy, and security risks.
Today's technology can be very effective at building the strong and fruitful relationships that are imperative in financial services. In this webinar, Hearsay’s Compliance Principal, Bill Simpson, and LinkedIn Sales Leader, Matt Repking, discuss how firms can make the most of sales tools in a secure, low-risk way.