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3 Reasons You Should Join Actiance at Unleash 2015

Written by Phil Gerbyshak, May 28, 2015

Attend Unleash 2015

On June 11 and 12, 2015, I'm very excited to be attending Unleash 2015, Actiance's annual conference. While there are many reasons you might want to...

The Dark Side of Influencers – Dealing with Brand Assassins and Brandjacking

Written by Guest Contributor, May 14, 2015

Today’s guest thought leader post is by Ben Foley, Marketing Coordinator for Tracx.

As the leading social media listening and engagement platform for enterprises, Tracx helps brands to properly identify...

4 Best Practices: Compliant Use of Social Media In The Banking Industry

Written by Joanna Belbey, May 12, 2015

Like the other regulated industries, retail banks are interested in using social media to provide a personal touch to their customers.

In response to the banking industry’s requests for guidance on the appropriate use of this new media, Federal Financial Institutions Examinations Council (FFIEC) issued “Social...

#MSIgnite Today - See Steve White of @Actiance

Written by Phil Gerbyshak, May 04, 2015

Steve White, Senior Product ManagerJoin Steve White, Actiance's Senior Product Manager, TODAY at MS Ignite and learn how to reduce your compliance & eDiscovery costs for Skype for Business, Exchange and SharePoint.

Steve will explain how your organization can overcome the various i...

5 Best Practices for Recordkeeping

Written by Joanna Belbey, May 01, 2015

Regulated industries, such as financial services, healthcare, pharma or energy, have stringent recordkeeping (or “books and records”) requirements that business written communications be actively captured, supervised, stored and made available upon request by regulators or during a lawsuit. Regulators enforce these rules with exams, fines and sanctions when necessary...

Archiving in the Regulatory Spotlight

Written by Joanna Belbey, April 23, 2015

Change is in the air – over the last three years, we’ve seen no fewer than 10 regulations relating to the retention of electronic communications being issued, updated or clarified by regulators around the world. 

Here are just some of them:

3 Trends Disrupting Archiving for Regulated Firms

Written by Joanna Belbey, April 17, 2015

Archiving is one of those strategically important initiatives that has implications for the entire organization. Mention archiving and the first thing that most organizations would respond with is, ‘Yes, of course, we’re archiving’. And the content most often archived? Email, of...

Social Business: What Keeps Compliance Up At Night?

Written by Joanna Belbey, April 07, 2015

When it comes to social media, “if you don’t like what’s being said, change the conversation,” says Albert Raymond (@Al_Raymond), Head of U.S. Privacy and Social Media Compliance at TD Bank, quoting his favorite Mad Men character Don Draper.

Raymond went on to say that ...

What’s New in Socialite? April 2015

Written by Joanna Belbey, April 01, 2015

The April release of Socialite is now available, and we’d like to share with you what’s new and how these updates and features can help you manage risk and be more successful on social networks.

Compliance Features

Faceted Searches within Alcatraz

Socialite now includes a rolling 6-months of storage in...

What Are The Regulatory Consequences Of Improper Recordkeeping?

Written by Joanna Belbey, April 01, 2015

According to various recordkeeping rules, regulated firms are expected to capture, archive and make e-discoverable, all forms of written electronic business communications, regardless of channel. Records could include email, unified communications, instant messages, collaboration tools and social media. Rapid adoption of new forms of communications within the enterprise...

Are You In Denial About Social Communications?

Written by Joanna Belbey, March 31, 2015

This blog is based on a presentation by Jim Obrien, General Counsel and Trevor Daughney, Vice President of Marketing, both of Actiance, at LegalTech in February 2015.

So you’ve heard the murmurs… people at work are tweeting, others are using Facebook or LinkedIn to connect with their customers, business partners or prospects. 

And these...

Drive Business Goals, And Social Media, Though Enterprise Collaboration

Written by Joanna Belbey, March 30, 2015

“’Social’ makes us nervous. What’s in it for me?” asks Lauren Klein, a Social Business, Leadership and Communities Strategist at Hitachi Data Systems, while speaking at a recent conference. Klein was referring...

Electronically Stored Information (ESI) – It’s Not Just Email Anymore

Written by Joanna Belbey, March 26, 2015

Fifteen or twenty years ago, when you thought about record retention and electronic communications, “electronic mail” or, email, was the only thing to worry about. Back then, firms and the regulators scrambled to interpret how to apply existing rules pertaining to communications to the new modality of email. Nowadays, email is just a one piece of a more complex communications landscape. Companies are...

Why Financial Advisors Need to Go to LinkedIn to Grow Their Business

Written by Phil Gerbyshak, March 24, 2015

Dear Financial Advisor,

When is the last time you got a new customer or got new business from sharing a report, article, or press release with someone?

Now ask yourself when you got a new customer or new business from a referral or a friend of a friend?

If you're like the thousands of financial advisors I've worked with the last 5 years, your best source of business comes from people you already know or already almost know.

And if that's not you,...

I'm looking for...

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Actiance, Inc. 1400 Seaport Blvd, Building B, Third Floor. Redwood City, CA 94063, USA Phone: (650) 631-6300 Email: info@actiance.com