Submitted by: Carmela Ravi, Business Development Director, Red Oak Compliance Solutions

It was an exciting time last week for our Partner Seismic.  Our team at Red Oak had the opportunity to participate in, and be part of, the annual Seismic Shift user conference in San Diego, November 7-9, 2018. With over 500 attendees, it was fitting that both teams exchanged ideas on how to improve the efficiency of our mutual clients through the integration of Red Oak’s Compliance Workflow software with the Seismic’s Marketing Content Management system.  This integration will bring greater efficiency, transparency and quicker time to market while helping firms comply with their Books and Records Requirements.  It was encouraging to see the high level of interest and curiosity by many financial service firms and the level of understanding the benefits of the integration and partnership.

We are looking forward to more conversations about how we can help. To learn more about Red Oak Compliance Workflow Software, please visit us online or give us a call at 888-302-4594.