CCM Compliance Check-Up Series
by Shawn Phillips, MHC's Enablement and Product Evangelist
How can you stay ahead of constantly evolving compliance regulations? This series updates readers on changing regulations impacting Customer Communications Management (CCM). You’ll learn about emerging AI regulations, the proposed U.S. Improving Disclosure for Investors Act, DORA, and updates to various and accessibility standards.
Let’s explore key emerging regulations impacting AI in CCM and what they mean for organizations producing regulatory customer communications.
Let’s explore the U.S. Investor Disclosure Act—a key regulation reshaping how financial services communicate with investors. Here’s why it matters!
Let’s explore the Digital Operational Resilience Act (DORA)- a new EU regulation from Jan 2025 to strengthen the digital resilience of financial organizations.
See the new accessibility regulations impacting CCM strategies, with insights on European updates and actionable steps to ensure communication compliance.
Banks can no longer ignore the Reg B risk. We break down what has changed and how banks can modernize Reg B credit workflows with minimal disruption.
CRM3 (Total Cost Reporting) takes effect for Canadian dealers in 2026. See what it requires, why it’s hard to implement, and how CCM technology helps.
Is your CCM platform ready for SEC Regulation E-Delivery? See why classification — not just digital delivery — determines compliance readiness.
Explore Further - Accessibility by Design
Website accessibility is only the start. In this segment of our webinar with Dialog Group, Beyond the Website—Making All Your Digital Communications Accessible, Shawn Phillips explains why pre-composition accessibility—building accessibility into templates before documents are generated—helps organizations reduce risk, scale compliance, and deliver better customer experiences.
Meet the Author
Shawn brings over 25 years of tech and customer experience expertise to his role as Product Manager for MHC NorthStar CCM. He is driven by a simple philosophy: great technology should make everyone’s day better – customers and employees alike. His practical, hands-on approach helps companies streamline how they talk to their clients, making every message count. Before joining MHC, Shawn was employed at Heart of the Customer, where he worked with Fortune 100 companies to improve how they connect with customers – everything from reducing pain points to enhancing key moments in the customer journey.
Connect with Shawn 