Events
Join us and our partners at these events and webinars.
Upcoming Events
Jun 24, 2013
London, UK
Ovum Financial Services Technology Forum
Gain insights from leading bank officers and technology vendors, as well as from the analysts on Ovum’s Financial Services Technology team on how the industry is meeting its compliance requirements and harnessing Big Data and analytics technologies to drive operational improvements and derive business benefits
Register

Jun 28, 2013
Zurich, Switzerland
IBM Social Connections
On June 28th 2013, Social Connections V, the international and independent IBM Connections user group, will be hosted in Zürich, Switzerland. The event will offer you a full day of high level sessions by internationally renowned speakers in three tracks: Management Technical (Development/Administration) Case Studies As well as the opportunity to talk to and exchange information with other users and experts of IBM Connections.
Register

Aug 20, 2013 to Aug 22, 2013
Boston, MA
LIMRA/LOMA Social Media Conference for Financial Services
This conference provides the strategies and practices you and your team need to build relationships, enhance your brand, grow sales and recruit new producers with social media. Our speakers will help you tackle crucial sales, marketing, compliance, IT, and operations opportunities and challenges.
Register
Upcoming Webinars
eDiscovery in a Social Business
More and more litigation is emerging on social business issues, highlighting the importance of monitoring and capturing communications posted on sites such as Facebook, LinkedIn, Jive, and SharePoint. These communications are viewed by the courts as just another form of electronic communications, subject to the same collection and retention requirements as those for email. Not surprisingly, litigation costs continue to skyrocket and a big part of that is eDiscovery. What with the explosion in data these days as a result of all these different communication channels, eDiscovery is becoming more challenging. Join us on our webinar, “eDiscovery in a Social Business,” where you’ll learn about: What is discoverable, including recent case law, Trends in types of content being captured, Best practices on record collection, How to slash eDiscovery costs. The top 10 US, the top 5 Canadian, and 8 of the top 10 European banks all have turned to Actiance for help on their information governance initiatives, so we’re confident we can help you out, too.
Register
Social Networking Compliance for FINRA-Regulated Organizations
FINRA has been the most visible social media sheriff the last few years, with the issuance of Regulatory Notices 10-06 and 11-39. If you’re a broker dealer kicking the tires on social media, I’m sure you’re stealing glances at what your peers are doing, checking to see if there have been any new sanctions doled out, and wondering what the best course of action is to get your social media initiative off the ground. Sign up for our webinar "Social Networking Compliance for FINRA-Regulated Organizations" to learn: What technology exists to address all the key FINRA rules, Best practices for a successful social media program, How to stay compliant and out of trouble.
Register
Social Media Best Practices Checklist
Find out how you can organize your efforts around developing and deploying a social media program within your firm with this free webinar ‘Social Media Best Practices Checklist’. The webinar will provide a practical starting point for financial services firms looking to deploy social media and provide step by step instructions on how to develop and implement your strategy. In just 30 minutes we will cover: The current state of social media adoption in the financial services industry, The risks of NOT “getting social”, Creating an effective social media policy, Developing a marketing plan to empower your advisors.
Register
On Demand Webinars

On Demand | Webinar
Social Networking for Energy and Utilities Organizations
Learn how other energy and utility organizations are using social media while continuing to meet compliance standards.
Register

On Demand | Webinar
Credit Unions and Social Media
A brief 30 minute webinar discussing how Credit Unions can successfully use Social Media.
Register

On Demand | Webinar
Maximizing the Social Opportunity for Financial Institutions
Bill Doyle, respected Forrester analyst, and author of the white paper 'Mobile and Social Technologies Come Late to Wealth Management' is the keynote speaker of this webcast. Bill's research demonstrates the importance of social media in the overall business strategies for investment and life insurance firms.
Register

On Demand | Webinar
Social Networking Compliance for FINRA Regulated Organizations
This brief 30 minute ondemand webcast discusses how organizations subject to FINRA 10-06 and 11-39 can use social media while still maintaining compliance. The webinar highlights best practices, FINRA and SEC rules and regulations as well as the controls available for social media compliance.
Register

On Demand | Webinar
Safe Social Business: Security and Compliance for Social Network Adoption
Actiance joins IDC's Erin Traudt in discussing how to best protect an enterprise's social business. By examining the values of security, management and compliance solutions in addressing these challenges, IDC and Actiance will be providing best of breed recommendations for businesses.
Register
CONTACT
- Sabina Goldberg
- Senior Marketing Manager
- (650) 631-6355


