– REGISTER BELOW –
Milwaukee, WI – July 2025 – Quest CE, a leading provider of compliance training and technology solutions, is partnering with MirrorWeb, an industry leader in digital communication archiving, to host an upcoming webinar, “Demystifying On and Off-Channel Communications,” on Thursday, August 14 at 1 PM CT.
As financial regulators continue to sharpen their focus on communication oversight, firms are under increasing pressure to implement practical, defensible policies around both on- and off-channel platforms. This webinar will explore the evolving regulatory tone, the most common misconceptions about archiving, and the behavioral factors that drive reps to non-compliant communication tools.
Allison Byrne, Director of Sales and Marketing at Quest CE, will be joined by Jamie Hoyle, Vice President of Product at MirrorWeb, to walk attendees through timely compliance questions and provide real-world insights that go beyond product solutions.
Topics that will be covered during the webinar include:
Demystifying Archiving Challenges
- Top questions CCOs ask about surveillance and storage
- Common myths about vendor capabilities
- What regulators request in exams
On vs. Off-Channel Oversight
- How archiving differs between compliant platforms and off-channel tools
- Most problematic apps firms face today
- The risks of disappearing messages and personal devices
Behavior Over Technology
- Why reps still default to texting
- How firms can shift habits with training and nudges
- One blind spot many firms overlook
“Our goal is to help compliance teams untangle a complex issue and move forward with confidence,” said Byrne. “We’re excited to welcome MirrorWeb’s expertise to this conversation.”
The seat limit for this session is 500 participants and is anticipated to run for an estimated 45-60 minutes. If you or an associate is unable to attend the webinar but would still like a demonstration/copy of the presentation, please contact us here.
The seat limit for this session is 500 participants and is anticipated to run for an estimated 45-60 minutes. If you or an associate is unable to attend the webinar but would still like a demonstration/copy of the presentation, please contact us here.
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About Quest CE
For over thirty-five years, Quest CE has been a trusted provider of compliance training and tracking solutions to the financial services industry. In partnering with more than 2,400 leading insurance carriers, broker-dealers, registered investment advisors, and other financial institutions, Quest CE offers a full suite of proprietary technology solutions while delivering an unmatched level of customer service.
Through the delivery of advanced custom solutions, Quest CE honors its mission to empower financial institutions with easy-to-use technology that simplifies their compliance and continuing education programs. For more information on Quest CE, visit www.questce.com.
