Fall into Compliance: Program Best Practices

The season of cozy sweaters, autumn leaves and pumpkin spice everything signifies that it’s time to finalize your end-of-year compliance tasks. In our upcoming webinar, Quest CE’s Account Executive Manager, MacKenzie Nold, will remind attendees of the different service and customization options available for annual compliance meetings and share tips for successfully transitioning to virtual delivery method. During this time, MacKenzie will also demonstrate some of the key features of Quest CE’s Email Blast Tool and cover the essential training and questionnaire reporting options available within the system. Join the discussion September 24, 2020 at 12PM CT.

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AGENDA:

Launching your 2020 Annual Compliance Meeting

     – Transitioning from Live to On-Demand
     – ACM Service Options Overview
     – ACM Customization

Sending Reminders: Email Blast Essentials

     – Scheduling Recurring Reminders
     – Targeting Dynamic Groups
     – Email Blast Tool Best Practices

Reporting Essentials

     – Training & Questionnaire Data Reports
     – Filtering and Exporting Data
     – Linking Data from Standard Forms

Register Now

The seat limit per session is 100 participants. The anticipated duration of this webinar is 30 minutes. If you or an associate is unable to attend the webinar but would still like a demonstration/copy of the presentation, please contact our sales team at 877-593-3366 or sales@questce.com.

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About Quest CE

For over thirty years, Quest CE has been the premier provider of compliance training and tracking solutions to the financial services industry. In addition to offering on-demand insurance and designation continuing education, Quest CE provides a complete spectrum of proprietary technology solutions for managing compliance risk exposures.

Serving more than 1,000 leading insurance carriers, broker-dealers, banks, and other financial institutions, Quest CE is committed to providing advanced custom solutions at cost effective rates, while providing a level of service that greatly surpasses that of our competitors. Quest CE is the single source solution for organizations’ training and compliance needs. For more information on Quest CE, visit www.questce.com.