BELMONT, Calif - November 2, 2011 - Actiance, enablers of the safe
and compliant use of unified communications, collaboration and Web
2.0, today announced financial services firm Raymond James has
implemented its Socialite platform, successfully enabling the
company's financial advisors to utilize social media sites
including LinkedIn, Facebook and Twitter. The firm is also offering
advisors optional marketing support with access to a library of
pre-approved content and analytics to measure engagement and their
social graph.
"We made a public commitment earlier this year to provide
additional marketing and communications support for our advisors
who wish to connect with existing clients and prospects via social
networking sites. Our partnership with Actiance has enabled us to
keep that promise while ensuring regulatory compliance," said Mike
White, Marketing Director at Raymond James. "In addition to
incorporating the technology and archiving platform, with Actiance,
we have developed guidelines, training sessions and marketing and
communications support to help advisors leverage social media in
their client engagement and new prospecting activities. We believe
our comprehensive suite of social media tools and resources
represent industry-leading support, consistent with our commitment
to providing our advisors with unique marketing agency services to
support their communication, marketing and branding efforts."
Raymond James sought a single platform to effectively enable
users, while ensuring compliance with Financial Industry Regulatory
Advisory (FINRA) regulations. Actiance's Socialite platform
provides granular control for social networking sites, including
the specific ability to manage access and share content in a
controlled fashion across 200 features on LinkedIn, Facebook, and
Twitter. It is also the only platform that enables organizations to
proactively approve content and changes made to advisors' social
media profiles through its static content pre-approval workflow
capabilities. Socialite's ability to share content, record
conversations and messages, capture posts, messages and commentary
in context, and provide export of that data to an archive for post
review, is also ideal for eDiscovery compliance.
Advisors, using Actiance's Socialite platform, will control both
the content and the distribution channels but can virtually
automate the process, creating their own or leveraging a
pre-approved library of social media-friendly content.
"Financial advisors are increasingly recognizing that
communication is moving to social media. Our Socialite platform is
helping them to engage with clients and prospects, expand their
social reach, and increase their book of business - in essence,
results that are measurable by real revenue," said Kailash Ambwani,
President and CEO at Actiance. "Socialite, the associated
enablement services, materials and training provide the financial
services industry with a tested and award-winning technology
platform that gives Raymond James financial advisors the ability to
leverage social media to attract and retain new clients - all while
meeting compliance and regulatory guidelines."
Actiance customers include 284 FINRA registered firms, nine of
the top 10 US banks and 1600 organizations worldwide. For more
information, please visit: http://www.actiance.com/socialite
About Raymond James Financial, Inc.
Raymond James Financial (NYSE-RJF) is a Florida-based
diversified holding company providing financial services to
individuals, corporations and municipalities through its subsidiary
companies. Its three principal wholly owned broker/dealers, Raymond
James & Associates, Raymond James Financial Services and
Raymond James Ltd., have approximately 5,400 financial advisors
serving 2 million accounts in 2,400 locations throughout the United
States, Canada and overseas. In addition, total client assets are
approximately $256 billion, of which approximately $32 billion are
managed by the firm's asset management subsidiaries.
For additional information, please
contact Anthea Penrose at 727-567-2824.
Please visit the Raymond James Press
Center at raymondjames.com/media.
About Actiance
Actiance helps organizations manage, secure and ensure compliance
across unified communications, collaboration and Web 2.0
applications such as blogs, wikis and social networks. Actiance's
award-winning platforms are used by 9 of the top 10 US banks and
284 FINRA regulated firms globally.
The Actiance platform allows organizations to gain visibility of
applications in use, apply usage and content policies, ensure
compliance and gain valuable insights across the communications and
collaboration channels. Actiance supports all leading social
networks, unified communications and collaboration providers and IM
platforms, including Facebook, LinkedIn, Twitter, Google, Yahoo!,
AOL, Skype, Cisco, Microsoft, Jive, and IBM.
Actiance is headquartered in Belmont, California. For more
information visit or call 888-349-3223.
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