Actiance Enables Regulated Sector on Social Media at 18th Annual Marketing Wealth Management Services to High Net worth Individuals Summit

Top Quote Company will present on demographic trends, engagement challenges and best practices to help Canadian financial planners leverage social media to better service clients. End Quote
  • (1888PressRelease) November 04, 2011 - BELMONT, Calif - Actiance, enablers of the safe and compliant use of unified communications, collaboration and Web 2.0, announced Norvin Leong, director of product marketing, will deliver a session on enhancing and enabling social media engagement at the Marketing Wealth Management Services to High Net Worth Individuals Summit in Toronto, Ontario. The summit will provide insight on how to best engage high net worth individuals through the use of new media and social media marketing.

    Leong's session will address barriers to social media use in the financial services space worldwide - individual enablement along with the requirement for compliance with regulatory guidelines. His session will outline how best to enable engaging compliant social media for marketing, customer engagement and communications. Attendees will also learn how to better understand and leverage demographic adoption of trends for social media; ensure strategies comply with regulations from IIROC and the Ontario Securities Commission; and adopt social media engagement best practices from industry case studies.

    "The key to establishing and enabling an effective social media plan that maximizes exposure with clients, while at the same time maintaining regulatory compliance is about combining education and best practice training with technology and delivering high quality content," Leong said. "We're providing the tools to help financial planners do exactly that while driving client engagement."

    What: 18th Annual Marketing Wealth Management Services to High Net worth Individuals Summit
    Where: Thompson Toronto, 550 Wellington Street West, Toronto, Ontario M5V 2V4
    When: Tuesday, November 1, 2011 at 1:45pm UTC
    Presenter: Norvin Leong, director product marketing, Actiance

    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 enables the safe and productive use of Unified Communications, collaboration and Web 2.0, including blogs and social networking sites. Formerly FaceTime Communications, Actiance's award-winning platforms are used by 9 of the top 10 US banks and more than 1600 organizations globally for the security, management and compliance of unified communications, Web 2.0 and social media channels. Actiance supports all leading social networks, unified communications providers and IM platforms, including Facebook, LinkedIn, Twitter AOL, Google, Yahoo!, Skype, Microsoft, IBM and Cisco.
    Actiance is headquartered in Belmont, California. For more information visit or call 1-888-349-3223.

    Press Contacts:
    Sarah Carter
    650-631-6452 / (cell) 415-806-9504
    scarter ( @ ) actiance dot com

    Catherine Koo or Amy Robinson
    Actiance ( @ ) lewispr dot com

    EMEA & APAC Press Contact:
    Sara Claridge
    Marylebone Media Relations
    sara ( @ ) marylebone dot
    +44 (0) 20 8133 5572
    +44 (0) 7968 626838 (mobile)

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