Demystifying On and Off-Channel Communications

Demystifying On and Off-Channel Communications

In partnership with Quest CE

Oversight rules are tightening, and firms are still getting it wrong. In this session with Quest CE, we’ll break down where firms go wrong, why reps keep defaulting to texting, and what regulators are really looking for.

Jamie Hoyle, MirrorWeb’s VP of Product, will share practical insights on how firms can build supervision strategies that actually work — in the real world, under real scrutiny.

You’ll leave with clear steps to reduce off-channel exposure, improve rep behavior, and stay ahead of evolving expectations.

We’ll cover:

• The difference between on and off-channel archiving, and why most firms get it wrong

• What regulators are asking for (and actually looking at) during regulatory reviews

• How to tackle the habits that keep reps using unapproved tools

Join us on August 14, 2025, at 2:00 PM ET.