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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,...

FINRA And The Future Of Social Media In Financial Services

Written by Joanna Belbey, March 24, 2015

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...

"Market Overview: Social Media Archiving" New Report From Forrester

Written by Joanna Belbey, March 20, 2015

“Social channels introduce painful archiving headaches, with more metadata, proliferating networks, and countless devices and access points.” Market Overview: Social Media ...

Actiance and BMO Present @ SXSW

Written by Joanna Belbey, March 19, 2015

SXSW Storify by Joyce M Sullivan. Follow Joyce @JoyceMSullivan

On March 16th, Joanna Belbey, Actiance and Julian Mills, Bank of Montreal presented “Liar Liar, Pants on Fire: The Fallacy of Social at Work” at South by...

7 Lessons For Training Financial Advisors To Use Social Media

Written by Joanna Belbey, March 17, 2015

The “number one barrier to success on LinkedIn LNKD...

How should healthcare companies approach social media? Here are our top tips.#SMShowdown

Written by Joanna Belbey, March 11, 2015

By Joanna Belbey, Social Media and Compliance Specialist, Actiance and Phil Gerbyshak, Director of Social Strategy, Actiance.

Consumers are converging on social media to research health issues, disease information and their health care providers and options.  So how should healthcare...

FINRA And The Future Of Social Media In Financial Services

Written by Joanna Belbey, March 09, 2015

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...

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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