Actiance to Deliver Keynote at Charles Schwab Compliance11 Regional User Conference

Top Quote Company to also join a panel discussing how a regulated industry can leverage social media compliantly and effectively for increasing business and reducing customer turnover. End Quote
  • (1888PressRelease) November 28, 2012 - BELMONT, Calif. - Actiance, helping organizations benefit from new forms of communications and collaboration, announced Sarah Carter, the company's GM of Social Business, will speak during the Compliance11 Regional User Conference. Presented as part of the compliance solutions from Charles Schwab, the event will discuss compliance, technology and social media to help attendees understand how to better address regulatory issues in 2013.

    By 2025, 46 percent of personal wealth in the US will be in the hands of Gen Y, a generation consistently connected to the Internet. With more than a billion users worldwide, Facebook's increasing penchant for adding 'life events' and making them prominent on user profiles provides financial advisors with a huge opportunity for building and maintaining business. In addition, the ability to communicate with prospects and clients across the hundreds of other social networks in lieu of traditional communications, such as email, introduces massive potential for both risk and reward.

    Carter will share real-life examples of how individuals and firms have won business, reduced customer churn and delivered on other benefits through the effective use of modern channels such as social media. She will also provide expert insight during a breakout panel discussion on ways to mitigate regulatory, brand and personal risk 'when social goes bad.'

    "Today's social enterprise involves more than just knowing that social media is important - it requires policies and education to ensure that its use is in line with regulatory guidelines. The financial services industry adds an additional layer of red tape to those communications but can easily be navigated with the right technology and education across all stakeholders.

    I'm looking forward to sharing what works and what doesn't to help attendees understand how to fully benefit from a successful social media program," said Carter.

    What: Harnessing social media to deliver real financial return
    Where: Latham & Watkins LLP, 885 Third Avenue, New York, NY 10022
    When: Thursday, November 29, 2012, 10:30 - 11:15am ET

    What: Panel discussion on regulatory issues and social media
    Where: Latham & Watkins LLP, 885 Third Avenue, New York, NY 10022
    When: Thursday, November 29, 2012, 11:30am - 12:15pm ET
    Moderator: Stephen Wink, partner at Latham & Watkins
    Panelists: Evan Ignall, partner of SDDCO Regulatory Services; Myles Blechner, compliance manager at First Empire Securities.
    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
    ActianceŽ is a global leader in communication, collaboration, and social media governance for the enterprise. Its governance platform is used by millions of professionals across dozens of industries. With the power of communication, collaboration, and social media at their fingertips, Actiance helps professionals everywhere to engage with customers and colleagues so they can unleash the social enterprise.

    The Actiance platform gives organizations the ability to ensure compliance for all their communications channels. It provides real-time content monitoring, centralized policy management, contextual capture of content and smart archiving which improves the efficiency and cost-effectiveness of eDiscovery and helps protect users from malware and accidental or malicious leakage of information. Actiance supports all leading social media, unified communications, collaboration, and IM platforms, including Facebook (FB), LinkedIn (LNKD), Twitter, Google (GOOG), Yahoo! (YHOO), Skype, IBM, (IBM), Jive (JIVE), Microsoft (MSFT), Cisco (CSCO), and (CRM).
    Actiance headquarters are in Belmont, California. For more information, visit or call 1-888-349-3223.

    PR Contact Information:
    Austin Edgington
    Actiance, Inc.
    650 245-0166 (mobile)
    aedgington ( @ ) actiance dot com

    Catherine Koo or Michael Ellis
    LEWIS PR for Actiance
    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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