Privacy


PRIVACY

The Securities Industry Association releases a Harris Poll survey that shows most Americans understand and are satisfied with the “opt-out” privacy provisions brokerages, banks and insurance companies offer in accordance with the Gramm-Leach-Bliley Financial Services Modernization Act ( www.sia.com/press/html/pr_opt_out.html ).

RESOURCES

Keeping you informed and prepared amid the coronavirus crisis

We’re gathering the latest news stories along with relevant columns, tips, podcasts, and videos on this page, along with curated items from our archives to help with uncertainty and disruption.

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Building process maps: Template and instructions

Documenting your financial close process and finding opportunities for automation are more important than ever. Our customizable slide deck has instructions, a risk assessment questionnaire, and bonus checklists that will help you map out your process.