Best in Class – Learn from those communicating best during COVID-19 We’re currently experiencing a global crisis like no other. COVID-19 has taken hold in a matter of months. It emerged at the beginning of the year. By Spring, it had spread to pretty much all corners of the globe. Information is changing constantly, sometimes …
Read moreBest in Class – Learn from those communicating best during COVID-19
“Solutioning” and other Readability Hurdles in Proposals This week’s blog is from guest author Shlomo D. Katz, Counsel in international law firm, Brown Rudnick LLP. Several years ago, a proposal industry group asked me to contribute a legal column to its upcoming newsletter. The theme: “Solutioning!” I work around proposals and contracts all day long, but I …
Read more“Solutioning” and other Readability Hurdles in Proposals
The SEC’s Reg BI Rule: Plain Language Q&A In June 2019, the SEC approved a new set of rules relating to financial advice. They will come into effect on 30 June 2020. Yet many broker-dealers and advisers are still “dawdling”, delaying action. Perhaps unclear on the terms of the ruling or what Reg BI even …
The Importance of Plain Language in a Crisis Never before have we seen such dramatic change sweep the globe as during the spread of COVID-19. Businesses have shifted at record speed. Those who can have embraced remote working, moving quickly to put completely new processes in place. Some organizations in sectors like tourism have shut …
VT Docs 3.3 Now Available to Cloud Customers VT Docs 3.3 is now available to all Cloud Customers. A combination of research and customer feature requests drove this release. Thank you to everyone who contributed their ideas, time and efforts! VT Docs 3.3 – Main Features This release contains two main features: Improved PDF parsing …
COVID-19 Means No War Rooms, No Wall Walks Overcoming Remote Working Challenges for Proposal Teams Most Bid Center teams have been thrust into working from home. COVID-19 has accelerated the concept of the Modern Workplace in our proposal industry. No more contract war rooms, no more face-to-face meetings, no more collaboration through wall walks. At …
Reg BI is coming – Are you ready? On June 30, 2020, the SEC’s Regulation Best Interest (Reg BI) goes into effect for broker-dealers, registered investment advisers, and dual registrants. Each of these will need to fulfill a lot of new criteria. A big part of it will involve describing the following in plain language, …
Subject Matter Experts Must Communicate Clearly – Especially During Crisis Who do we turn to in a crisis? We want to hear from people who can help us understand what is happening. And who we can trust. So we look to Subject Matter Experts (SMEs). Throughout the current COVID-19 crisis, we’ve heard from epidemiologists, virologists, …
Read moreSubject Matter Experts Must Communicate Clearly – Especially During Crisis
What do COVID-19 and Reg BI have in common? The current COVID-19 pandemic and the SEC’s new Reg BI ruling present major challenges for many organizations. But other than that, what do they have in common? Answer: plain language and clear communications. It’s critical for both. Let’s explore how. The importance of clear communications in …
VT Readability Version 2.4 Released to Cloud Customers VT Readability version 2.4 is now available to all cloud customers. We are delighted to bring you updates as well as some brand new core VT Readability features. Major Highlights in this release include: The introduction of Improvement Over Time A redesign of the Scan Results page …
Read moreVT Readability Version 2.4 Released to Cloud Customers
