Case Study: How to Manage Policies for Business Continuity and Remote Working

Presented by

Agnes Filocha, Deputy Compliance Officer, Amundi Pioneer Distributor, and Donald McElligott, VP Compliance, Global Relay

About this talk

With regulators warning that financial services firms must maintain effective supervision, including recording certain types of communications, having a robust Business Continuity Plan in place is key. Many businesses coped well with the overnight switch to remote working, however many more were caught off guard. If you were one of them, or you want to be better prepared for whatever business continuity challenges lie ahead, watch our webinar for best practice tips and advice on effective policy management. Join Agnes Filocha, Donald McElligott, and Bo Nelson who will discuss: • Whether firms were prepared for the pandemic • How business leaders and regulators responded • Amundi Pioneer’s pre-pandemic approach to electronic communications policy management and review • The impact of COVID-19 on business continuity plans and remote working • Lessons learned and tips for mitigating risk in the future
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Global Relay ( is a leading provider of compliant electronic communications archiving, messaging, supervision, information governance, and eDiscovery. Our 20,000+ customers in 90 countries include highly regulated organizations and other corporate firms, including financial services, insurance, technology, energy (oil and gas), legal, government and healthcare. Global Relay Archive preserves more than 60 data types within a unified, highly-secure and scalable cloud repository. Data types include: email, collaboration platforms (e.g. Microsoft Teams, Slack, Zoom), Instant Messaging, Bloomberg®, Refinitiv, social media, text messaging, voice, and trade data. Global Relay Message enables organizations to collaborate both internally and externally, confident that compliance, privacy, and security requirements are being met. Contact us at