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:
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...
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 ...
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.
Faceted Searches within Alcatraz
Socialite now includes a rolling 6-months of storage in...
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...
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.
“’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...
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...
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,...
The future of social media in the financial services industry is “applying 20th Century rules to 21st Century technology,” says Joseph Price, Senior Vice President and Counsel, FINRA Corporate Financing and Advertising Regulation. New technologies are blurring...
“Social channels introduce painful archiving headaches, with more metadata, proliferating networks, and countless devices and access points.” Market Overview: Social Media ...
Consumers are converging on social media to research health issues, disease information and their health care providers and options. So how should healthcare...
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