Independent Banker - April 2019 - 38
PORTFOLIO
Collaboration platforms: Is there
an impact on compliance?
Many collaboration platforms are searchable,
which can be an asset in dealing with regulators.
With all of your related documents on one
platform, and the capability to search and extract
information, you can demonstrate how your bank
came to a decision, down to providing meeting
minutes and who gave what input when.
" Regulators grade on results, but they want
to see documentation of the process you went
through, " says Matthew Speare of Carter Bank &
Trust. " These collaboration tools provide robust
proof for regulators. "
However, just about anything related to banking
has regulatory implications, and collaboration
platforms are no exception. As with email,
it's critical to establish bank-wide rules for
platform use.
The first rules should be: no customer
information on the platform and no customer
communication via the platform. These tools are
for internal collaboration only.
" You would never want to directly communicate
with a customer via one of these platforms, "
Speare urges. " You never want to have it directly
customer-facing. "
between bank staff to look at a mortgage application, " says
Prabhash Shrestha, ICBA executive vice president and chief
digital strategy offi cer. " But time is of the essence. If you
want to stand out, you need good collaboration tools that
will make you super-effi cient. "
Like any purchase, when choosing among possible platforms,
fi rst defi ne your community bank's business need.
For example, do you primarily need more real-time commu " If
you want to stand out,
you need good collaboration
tools that will make you
super-eff icient. "
-Prabhash Shrestha, ICBA
nication for your team, or a better visual display of project
tasks? Defi ning that will ensure you're investing in the right
tech for your needs.
In a busy, fragmented workplace, internal collaboration
platforms provide the means to communicate and work
together productively. " I'm a believer in operational excellence, "
Shrestha concludes. " These tools help bankers and
staff do tasks much better and more effi ciently. "
Judith Sears is a writer in Colorado.
How do internal messaging platforms compare?
Quip
Slack
Access control
X
Chat XX
Commenting XXXX
Document indexing
Instant messaging
Project planning
Task management
Screen sharing
X
X
X
X
Live/video conferencing
Mobile integration
X
X
X
X
X
X
X
X
SSL security XXXX
38 Q ICBA Independent Banker Q April 2019
X
X
X
X
X
X
X
X
Trello Wrike
X
X
XX
Skype for
Business
Google
Hangouts
Meet
X
X
Independent Banker - April 2019
Table of Contents for the Digital Edition of Independent Banker - April 2019
Table of Contents
Independent Banker - April 2019 - Cover1
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