Actiance Demos Socialite with Salesforce Integration at FinovateFall 2012

Top Quote Helps financial advisors tie social media conversations to sales cycle. End Quote
  • (1888PressRelease) September 14, 2012 - FINOVATEFALL 2012, BELMONT, Calif - Actiance (, helping organizations benefit from new forms of communications and collaboration, will present Socialite Engage with Salesforce integrations at FinovateSpring 2012 conference. Sarah Carter, general manager of social business at Actiance, will illustrate how financial advisors can introduce social interaction into the sales cycle while ensuring compliance with various regulatory bodies, such as FINRA and the SEC.

    Socialite is a content distribution platform that allows financial institutions to use social media tools and channels in a safe and compliant way, from the provisioning of appropriate content to the measurement of resulting effects from that content. The Salesforce integration enables financial agents and advisors to incorporate CRM data from Salesforce into Socialite Engage, which lets them monitor social media discussions among existing clients and prospects, and automatically link those conversations to Salesforce.

    Social media activity plays an integral role for agents, advisors and institutions in the finance sector for driving real-time communication, content delivery and client and prospect engagement. It is imperative that the financial services industry be aware of the technology solutions that ensure granular control over access and content shared across social networks such as Facebook, Twitter and LinkedIn, while delivering real business value in a low-risk environment.

    What: Demo of Socialite with Salesforce Integration
    When: September 12, 2012 at 2:38pm ET
    Where: FinovateFall 2012, The Jacob K. Javitz Convention Center
    Who: Sarah Carter, general manager of social business, Actiance, Inc.

    "To stay competitive, it is imperative for sales teams to be aware and involved in the conversations their customers have freely and frequently across social media channels," said Carter. "Socialite's integration with Salesforce is improving the ability to effectively align social media with sales efforts through tracking and monetizing social media conversations."

    For more information on Actiance or its products, please visit Actiance is on Twitter at: To read the company's blog, please visit:

    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 in use. 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 1-888-349-3223.

    Press Contacts
    Catherine Koo or Amy Robinson
    actiance ( @ ) lewispr dot com

    EMEA & APAC:
    Sara Claridge
    Marylebone Media Relations
    +44 (0) 7968 626838 (mobile)
    sara ( @ ) marylebone dot

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