DBA: Doing Business Under an Assumed Name
LegalJanuary 20, 2023

Checklist: Change management best practices for financial services

Change can be difficult in the financial services industry, where legal and regulatory compliance concerns can make companies wary of shifting how things are done.

But legal departments should not let this reluctance stop them from making improvements that will boost performance and efficiency.

The key is to manage the change with good communication. When planning technology changes, keep these best practices in mind as you develop a communication plan.

For more information on easing change management challenges, download our whitepaper: Three keys to communicating technology changes in your financial services organization.

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