Category - Blog

“Using VT Docs got me promoted.” Here’s how.

“Using VT Docs got me promoted.” Here’s how. Last month we hosted a VT Virtual Session with Karnita McElveen, VP of Operations and Program Management Office (PMO) for Information Sciences Consulting, Inc (ISCI). Karnita described how she used VT Docs for both business and professional growth. Shortly after joining the company, she realized thatVT Docs …

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The business impact of VT Docs. How ISCI went beyond the compliance matrix

The business impact of VT Docs. How ISCI went beyond the compliance matrix We recently ran a VT Virtual Session with Karnita McElveen, VP of Operations and Program Management Office (PMO) for Information Sciences Consulting, Inc (ISCI). Karnita explained how she utilized VT Docs for both business and professional growth. When Karnita joined ISCI, the company …

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Collaborating Remotely – Don’t Let Clarity Suffer

Collaborating Remotely – Don’t Let Clarity Suffer  In the first phase of the COVID-19 pandemic, our working lives changed beyond recognition. Companies across the globe responded swiftly to mandatory work-from-home orders. They figured out in real-time how to manage a distributed workforce and continue clear communication with their teams. Many governments are now starting to …

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Avoiding the four post-lockdown threats to clear communications

Avoiding the four post-lockdown threats to clear communications As states across the country start to reopen, there’s a sense of both relief and nervousness among businesses. Easing the lockdown is essential for getting the economy moving again. At the same time, we already have our hands full. According to Strategy + Business:   “Companies are …

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Clear communications ease the strain on government contact centers

Clear communications ease the strain on government contact centers The pressure on our public sector is higher than ever right now. Statesand local governments are working around the clock to reopen. At the same time, they are dealing with the aftermath created by months of shutdown.   Government contact centers have been hit with a …

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Regulation Best Interest makes brokers communicate in plain English

Regulation Best Interest makes brokers communicate in plain English On June 30th, 2020, the SEC’s Regulation Best Interest (Reg BI) comes into effect. If you’re a broker-dealer or adviser, you need to be ready now. It involves creating Form CRS – client relationship summaries – written in plain language and in a maximum of four …

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VT Docs 3.3 Now Available for On-Prem Customers

VT Docs 3.3 Now Available for On-Prem Customers VT Docs 3.3 is now available to all on-prem 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 …

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VT Readability Version 2.4.4 Released to On-Premise Customers

VT Readability Version 2.4.4 Released to On-Premise Customers VT Readability version 2.4.4 is now available to on premise customers. This release includes all the features made available to cloud customers in version 2.4 and 2.4.3 as well as support for Single Sign On. Major highlights in this release include: Improvement over time. Readability automatically tracks …

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Understanding your Regulation Best Interest obligations

Understanding your Regulation Best Interest obligations Regulation Best Interest (Reg BI) is the SEC’s new ruling that comes into effect on 30 June 2020. Broker-dealers and advisers will need to create new documents (called Form CRS) covering their: Services Fees Conflicts of interest This presents huge challenges for financial services organizations. And that’s not even …

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