Social Media Risk Mitigation? Just Do It!

These days the number one risk associated with social media for business is doing nothing at all. The old excuses of not enough people use it for business, and all I ever see on social is pictures of kittens are over. In fact, today 7 out of 10 Financial Advisors using social networks for business; LinkedIn gives us the opportunity to form or join groups of like-minded customers and colleagues for discussions pertinent to our business, Facebook allows us to connect with colleagues on a personal and business level, and Twitter keeps us all connected and informed in real time. Social is here to stay. Recently Actiance Social Media Expert, Victor Gaxiola, stopped by the BrightTALK studios and filmed his thoughts on why you need to embrace social for a competitive edge.

Watch Victor Discuss Social Media Risk

We’d love to hear your thoughts on how social has given you a competitive edge, please leave a comment below.

Socializing with Celebrity Connections

Today’s #TravelTuesday post comes from Jordan Schwartz, Social Business Associate at Actiance.

Our new best friend Miguel The Driver dropped us off front and center as event greeters hastily opened the doors of our black limo-esque Denali SUV and welcomed us onto the red carpet. Met by a barrage of camera flashes, the masses soon realized we were nobody of note and they turned their attention on to the next car. One quick picture with the Official CBS Photographer and my girlfriend, her sister and boyfriend, and their mom and I made our way down the lengths of paparazzi and E! Reporters.

Where was I?  Oh the Grammy’s (he said casually, like this happens every weekend..)

So how did I end up at the Grammy’s?  I guess I should really start with that.

My girlfriend’s mom happens to work for CBS and is “required” to go to both the #Grammys and the #Emmys every year, and this year I was lucky enough to get included in the invitation! Not that the whole red carpet/celebrity scene is my forte, but you’ve got to be excited about an invite like that. I pressed my new black suit and grey tie, and found myself back in Los Angeles where I spent 4 years at @UCLA

After being hurried along down the carpet as another face in the crowd, we found a few undisturbed seconds to take a couple pictures of our own at one of the classic Grammy signs. We made it through the down to Section 101, Row 2, Seats 1-5, and #instagram made its first appearance of my night as I snapped a picture of the stage and pushed it to twitter. One of my favorite parts of the night, we watched as the people of VIP-enough status to sit on the court floor filed in with their friends. Some of my favorite artists/stars of note were @TheBlackKeys, @TheLumineers, Fun. (@Ournameisfun), @Frank_Ocean, @Jtimberlake and @LenaDunham just to name a few.Naturally, celebrity hype and ‘fashion, fashion, fashion’ were central themes of night, but social media came in a close second. As you home viewers know from his opening speech, @LLCoolJ made sure to encourage everyone at home to tweet away with the hashtag “#Grammys” and mention him @LLCoolJ, noting that the Grammys in 2012 were the largest social media event to date and they hoped to break records again. What you didn’t see behind the scenes were the several other reminders to the live audience to post from the arena.

With such a large emphasis on social, I constantly checked twitter and posted (or tried to post) during my favorite performances trying to catch LL’s attention and be one of the random tweets read just after several commercial breaks throughout the night. My limiting factor was actually the data network in the arena. With everyone trying to tweet away, check in on foursquare, and post on their friends’ wall saying Justin Timberlake just walked by, it was hard to even get a post out.

Overall, seeing some of my favorite musicians sitting just rows away and braving the blinding flashes made for quite the night. Although I couldn’t do it every night (let’s say 20 performances was…stimulating), I would love to go back again for another 3-day music festival packed into one night.

Follow the exciting life of #TeamActiance on Twitter for the latest team adventures and experiences.

“Your call may be recorded. . .”

We’ve all heard this countless times, but we usually yawn and consider it an afterthought.  But, for those folks working in regulated industries, these words ring true.  In the UK in particular, there are strict guidelines on the recording of voice calls.  For instance, the Financial Services Authority’s Policy Statement 08/1 specifically requires firms to record all relevant telephone conversations and electronic communications.  And even if the requirement does not explicitly single out voice recordings, it is certainly implied in the “electronic communications” language adopted by the SEC, FINRA, the FRCP, and others.

Additionally, even though there’s a marked trend of moving away from legacy PBX systems towards VoIP systems, this doesn’t make the recording requirement go away.  If anything, it highlights the importance of having to record conversations in whatever format they take place in.

These days, communications could be over unified communications platforms like Microsoft Lync, social media, instant messaging,  mobile phones, or even the good ol’ landline.  It’s just that the rapid adoption of Microsoft Lync over the last few years has shined the spotlight on voice calls through this specific platform.

Lync adoption in general has been spurred by the increasing demand to cut costs and enhance productivity in the workplace.  PBX systems are more expensive and difficult to manage, which only serves to expedite the transition to IP-based systems like Lync.  Easier expansion and greater flexibility are also prompting organizations to switch to Lync.

But oftentimes, before organizations can even deploy Lync, they need to ensure they’ve got a management solution in place to provide the compliance and security capabilities that’ll give them the peace of mind they need before deploying Lync.  That’s because native Lync functionality is insufficient to keep companies from fully adhering to the governance requirements they’re subject to.

Actiance Vantage removes these roadblocks by making it possible for firms to securely record Lync Voice calls in accordance with applicable compliance requirements.  All key metadata is captured; data integrity is verified; and there’s integration with a wide range of archiving platforms.  Throw in support for other Microsoft applications (SharePoint, Skype, OCS) and non-Microsoft applications (Jive, IBM Connections, Google Talk, Yahoo! Messenger, Bloomberg, etc.) and it’s easy to see why Vantage is considered the marquee governance solution for the broadest range of communication channels.

By taking care of the governance aspects, Actiance enables organizations to focus on their business.

Advisor View: I Believe in Social Media!

This week’s thought leader Thursday commentary comes from Kim Gaxiola,CFP®, AAMS, Financial Advisor, speaker, educator, and founder of TechGirl Financial.  As a big fan of women in technology, Kim’s mission is to provide Silicon Valley with financial education that makes professionals and employees more comfortable making important financial decisions.  She has over 10 years of experience as a financial advisor, 15 years in the financial services industry, and a bachelor’s degree in economics from the University of California, Los Angeles (UCLA).

If my husband Victor told me 2 years ago that I was going to have my own blog, and actually enjoy writing articles, posting them on social media, and seeing the response I was going to generate from it, I would have said NO WAY.  I have enough to do just managing my practice.   Why do I need to write articles, and then tweet, like them, or pass on LinkedIn?  I could just pass around others good content.

It pains me to say it, but he was right!  As you can see from this article itself, I am not known for my writing.  When I started my new website www.techgirlfinancial.com and included a blog component, I slowly started to include my own material, along with the marketing material I purchased or found  on the web.  After writing a couple articles and shamelessly promoting them on Facebook, Twitter, and LinkedIn, I have grown to like this aspect of my business.   I have found that is very fun to write and get noticed as an authority when it comes to things having to do with personal financial planning and other matters.   It is amazing to see how I can reach out to people near and far simply by telling a story and then sharing it using social media.

My website is my unique place to bring content and ideas on topics having to do with financial planning or my niche market, women in technology.  My profiles on LinkedIn, Twitter, and Facebook are my amplifiers.  It is my voice and my interests that are being shared across the country to my unique audience of women that I like to work with.   This is the new medium that delivers the right content to the right audience, and they are looking for your message.   If you are not out there telling it to them, they are finding it from someone else.  Who do you want them to see, you or someone else?

It is so fascinating to see the “likes” or the activity and “comments” generated from the different posts and material I provide.  We don’t always know what resonates with our clients and prospects.  The geeky financial articles on the markets are fascinating to me, but they aren’t always what resonate with my clients.  Using social media helps me identify those aspects that are more important or interesting to clients and prospects as well.  That allows me to send a message and identify with them on a more personal note.

In addition to telling, it’s extremely fun to sit back and listen.  Our business is all about helping families reach their goals.  This is the core of what individuals are sharing with their friends on Facebook.  You will have a much quicker ability to react to life changes when you see them posting on Facebook, then if you were to wait around for them to call you.   That’s IF they call you.  As I listen and see photos of my clients as they report about the birth of a baby or grandchild, a new job, a wedding, etc…it is with great pleasure that I can witness these happy events with them, and make sure that the proper planning steps are being done at those key life events.  There is much to worry or stress about in our business.  But this is not it.  This is a place where our relationships with our clients can become so much deeper.  If you’re not taking advantage of that, you may be missing out.   More important, someone else may be listening and connecting on a more personal note than you.

Kim Gaxiola may be reached at (800) 584.3652 or kim@gaxiolafinancialgroup.com or www.techgirlfinancial.com.

TechGirl Financial is a part of Gaxiola Financial Group. Registered representative, securities offered through Cambridge Investment Research, Inc., broker-dealer, member FINRA/SIPC. Investment advisor representative, Cambridge Investment Research Advisors, Inc., a registered investment advisor. Cambridge and Gaxiola Financial Group are not affiliated. Gaxiola Financial Group | 305 Vineyard Town Center #369 | Morgan Hill, CA 95037

Introducing Socialite for iPhone and iPod touch

Your smartphone is your right-hand man. It helps you do your banking, shopping, and socializing when you’re on the go.

By the end of 2013, there’ll be 1.4 billion smartphones and 286 million tablets actively in use around the world. (Source: ABI Research, via TechCrunch). With just shy of 7 billion people on the planet, that means at least 1 of every 5 of us has access to a constant stream of information from almost anywhere.

If you’re selling a product or building a brand, that’s also a constant stream of opportunity that can give you a competitive edge. But sometimes regulations, legal departments, or strict information governance policies can stand in your way. You need to post, tweet, and comment in a way that keeps you and your company out of trouble, and you need to do it from anywhere, any time.

That’s why we built the Socialite® Engage mobile app for iPhone® and iPod® touch.

Socialite® is already the best, most complete social networking compliance and engagement solution available. Now we’re making that experience even better with this free app, available today in the Apple App Store.* It’s a fast, intuitive, and convenient way to keep in touch with your Facebook, LinkedIn, and Twitter connections.

It gives you mobile access to great features like:

 Easy Content Publication

• Post to multiple networks right away or schedule posts for later, all from one place.
• Share pre-approved content from your organization’s library.
• Ensure the authenticity of your voice while remaining compliant.

Powerful Engagement

• View and interact with your consolidated newsfeed.
• Manage and follow key connections and their life events.
• Receive notifications of Comments, Likes, Retweets, and more.

So if you depend on your mobile devices to get things done, check out Socialite and the Socialite Engage mobile app.

It’s the best right-hand man your right-hand man will ever have.

*Requires a Socialite account provided by your organization. Your organization must be provisioned by Actiance to use the mobile app. For assistance with your login, contact your IT administrator or support help desk.

Coffee? Let’s meet in Sydney… #TravelTuesday

To say I have a deep relationship with Australia would be an understatement. I lived there in the 80s where I started my career in radio, TV and film. It’s where I met my wife, she was in charge of handing out the paychecks at a radio station where we both worked, (a very important person for a free-lancer to know), and our son was born in Royal North Shore hospital. It was all happening in Sydney in the 80s. What wasn’t happening in Sydney in the 80s was coffee.

In those days the typical cup of coffee involved boiling water and mixing it with a teaspoon of crystallized gunk from a jar. Instant bad karma and a complete affront to a caffeine-addled Yank accustom to finely brewed Columbia bean. If you went to a restaurant you could get an espresso. Try drinking espresso like Americans swill brewed coffee and you will test the limits of your nervous system like never before.

So you can imagine my delight when I returned down under in 2008 to discover coffee shops everywhere. Australia had become a café society! You couldn’t walk across the street without tripping over sidewalk-seated patrons happily sipping long blacks, short whites, lattes or cappuccinos. I wasn’t the only one who was delighted in this discovery. Both Starbucks and Gloria Jean were dead-set on cracking the coffee swilling Aussie market.

One failed, one flourished. The reason one failed and the other succeed is similar to why some companies fail to successfully leverage social media for their employees. They fail to be relevant and authenticate. Here’s where I’m going with this.

In 2008 Starbucks closed 600 coffee shops in Australia, while Gloria Jean continued to open more. The reason Starbucks failed is that they were irrelevant to the Aussie coffee culture. The Aussie coffee drinker doesn’t like brewed coffee, likes his sausage rolls and Lamingtons, and isn’t in interested in spiced pumpkin lattes in the fall and peppermint chai teas in December. To the Aussie, visiting a Starbucks wasn’t an authentic experience, it wasn’t true blue. On the other hand, Gloria Jean ‘aussie-fied’ by serving espresso based coffee drinks, Aussie tucker and provided an authentic, ‘fair dinkum’ experience.

When you’re crafting a social media plan for your company, you have to think in similar terms when creating content guidelines for your users. Start with these questions:

• What does my audience what to hear?
• How can I let my users have an authentic voice?
• What is taboo in regards to compliance?

Each industry will have different cultural and business nuances that will need to be understood. Your plan will change and evolve with your market, but if you commit to staying relevant by listening to your audience and successfully communicate your compliance issues to your users, you’re on the path to success.

And if you’re wondering what a Lamington is…. they’re worth the 15 hour plane ride.

Super Bowl Reflections

Today’s blog is a mashup of experiences from our social network – as we weren’t lucky enough to score tickets to the Super Bowl #47, we all experienced it in digital format.  Here’s our mashup…

Sarah: General Manager, Bay Area resident, 49ers fan by virtue of locale

Football for me is soccer.  I neither understand the rules nor the hype around the NFL.  But on Super Bowl Sunday while living in the USA, I feel compelled to watch. Of course I’m watching on the Internet..it saves the embarrassing yells at the wrong time at a party and the inability to have meaningful conversations with other folks in a bar. And of course as a resident of the Bay Area,  I felt compelled to support the 49ers and my colleagues, but more than that I’m intrigued by the social hype and the ads.

I’ve been voting on Facebook for the Doritos ads for a week or so now.. Love them.. Great campaign.  I’ve been intrigued by Twitter friends who tell me they’ve had early access to ads, but who won’t tell.I was appalled by the Audi ad, thought that California pistachios took a step backwards and that I’ll never buy a Samsung.  Overall, that spending $4m on ad space for something so generally uninspiring, well, a compete waste of money.

Then I saw the scheduled tweet from @followandretti – about the game being over, when it clearly wasn’t. (now deleted of course).  And that’s when it came home to me.   The winner for me in this Super Bowl wasn’t the best ad, or the Ravens, it was actually social.

Beyonce crashed Twitter for the half time show.  @oreos just amazing social team blew me away with their superb “you can dunk in the dark” @etradebaby and their sarcasm kept me amused throughout! Mostly though, I loved interacting with friends near and far through social about something that was happening thousands of miles away from all of us.

Augie, what do you think?

Augie Ray, resident NJ, Social Media author, blogtheexperience.com:

I’ve found that commenting on and engaging about the game, the ads and the halftime of the Super Bowl is a great time on social media because everyone is doing it. Social media comes alive during big events, and there are few events larger than the Super Bowl. (Well, most social media comes alive, anyway; Twitter died due to the volume of Beyonce tweets at the end of halftime.)

So, I had a blast during last night’s game, as I knew I would. Super Bowl social activity is more evidence of how deeply social media has become part of our world, and it makes me wonder where brands get the most cost-effective boost–from the expensive ads executed during the game or the dirt-cheap tweets and posts.

Sure, people talk about the ads, but do they buy? I wish the USA Today Ad Meter measured effectiveness and not merely popularity. Remember the Pets.com sock puppet? A Super Bowl ad didn’t do much to keep him employed.

And then there are the brands that rocked it on social media at .000001% of the cost of a Super Bowl ad. Oreo’s spectacular real-time tweet was awesome and Buffalo Wild Wings laying claim to the power outage in a perfect fit with their campaign was funny. Hats off to them for being smart and fast, two necessary (and often lacking) attributes to social media success. I don’t think either brand post will deliver the brand lift of even the worst Super Bowl ad, but I would not doubt if the outcome-to-cost ratio of either beat the pants off of whatever ad is at the top of the Ad Meter, this morning.

Hope you enjoy the thoughts! Have a good start to the week, everyone and I’ll hand off to my neighbor in social.. Joanna Belbey..

Joanna: New Yorker (well, actually New Jersey), Giants fan, even knew Big Red (Alec Webster) growing up “down the shore”

I skipped Super Bowl and went out to dinner on the Upper West Side with @randikopp. We saw the “Ice Theatre of New York” at the Film Society of Lincoln Center. Mostly old footage of the history of ice dancing followed by a panel. Don’t groan, it was great! The best part? One of the presenters was 84 year old Dick Button. Dick Button won Gold Medals in figure skating at the Olympics in 1948 and 1952. He introduced the flying camel and was the first to complete a double axel. Still feisty as ever! Funny, when he dished about other skaters (from all eras), he said. “I hope there are no Twitterers here!” Not a football fan in site.

What about you Victor?

Victor: California native and 49er Fan

This year we hosted a small Super Bowl party with close friends to celebrate our 49ers in the big game. The kids decorated the house with red and gold streamers and we purchased mardi gras beads in honor of the host city- New Orleans.  To prepare for the game, we slow cooked a homemade chili and prepared burgers and hot dogs on the grill for the traditional food coma to follow.  Cold beers in the fridge, appetizers on the table and the laptop firmly planted on TweetChat with the #49ers hashtag streaming the constant flow of tweets.

We were impressed by the performances by Alicia Keys, Jennifer Hudson with the Sandy Hook choir, and of course Beyonce.  We were not so impressed with the 1st half performance of our beloved 49ers.  It was not until the power outage that things started to change, and the fortunes of the 49ers improved, especially when Rose Meagor shared her Red Velvet Chocolate Chip cookies.  Throughout the entire game, I was sharing my thoughts and observations with my social community on Twitter and Facebook.  A small core of friends and family would share with other and thereby bridging the miles between us and allowing the Super Bowl to be a communal experience.  The Super Bowl party extended beyond my walls and each groan and cheer in pixel form.

As our excitement grew in anticipation of a possible win, we could not stay seated.  We yelled at the screen, made our own armchair play calling, and in the end were deflated with the outcome.  In our exhausted state we admitted it was a good game none the less.I thought the commercials were OK- although most of the favorites I had already seen online BEFORE the Super Bowl.  I thought the best commercial was the unscripted one by Oreo.  As Sarah has shared, during the power outage the clever and fast thinking people at Oreo managed to take advantage of the situation to promote their beloved cookie and crate social media magic.  It was brilliant.

Here is a link to the storify of online activity before, during and after the game.

Super Bowl Tweets  http://storify.com/victorgaxiola/superbowl-tweets via @victorgaxiola

Jeff was part of the conversation.  What say you Jeff?

Jeff:  Football Fan

Here were the top three moments for me in regards to the Super Bowl 47.

First,  Not winning, but enjoying the friendly competition amongst co-workers that won our pool. Second, supporting a local family owned Pizza Place, Santa-Clara Pizza-Party, and Third, saving over $100 on not needing to buy Championship T-shirts for me and the kids (Okay I wouldn’t have minded that one). Lastly, yes I know this is number four, watching with my family of five and my virtual party of thousands, by reading posts and thought of plays, the entertainment and of the commercials.  All an all this rates up as one of the best games I have participated in as a fan.

Which brings us to Carol.

Carol:  San Francisco Sports Fan

My husband and I stayed home to watch on our new TV this year.  Mostly, we wanted to be able to watch the game and the commercials without interruption.  Made the chili just in the nick of time before kickoff. My Mom and her dog came over.  Recorded the game in case we missed anything.  We are very serious.  My first favorite commercial – Taco Bell senior citizens party.  Who says you’re too old to have fun 🙂  Spent the first half yelling at the TV since the real Niners had not yet shown up.  Was too nervous to write anything but watch the play by play comments by my Facebook friends.  Thought the Beyonce half time show was great, but seemed somewhat unreal.  Wow can they dance, though!

Second half, more yelling at the TV but this time it was the real Niners that were catching up.  Saw my friends William Graham and Drena Large post on nearly every play at that point.  Had to close my iPad mini…..needed to focus on sending good Karma to the Niners.  Watch all the game and all the commercials.  Was interested to see that Mercedes used Daniel Dafoe as the devil.  But by in large, not the best year for commercials.

Niners came up short so that was sad.  But the Ravens won fair and square in spite of the bad holding “no call”.

Looking forward to my SF Giants World Champion baseball.  Pitchers and Catchers show up for spring training next week.  Hubby and I show up first weekend in March!  Can’t wait.

How about you?  What was your Super Bowl experience?

Confessions of an IBM Connect Virgin

Today’s post comes from Andy Holmes, Business Development Director at Actiance.

I wrote this blog last week.  It’s going live as I head into my first full day (after business development day), and my first ever OGS.

So having worked in IT for longer than I dare to say, I’m now finding myself in the position of attending IBM Connect for the first time. Actually my first IBM event of any kind!

Borne from ignorance I always viewed the IBM world as one of white shirts and blue suits, but having spent 6 months working with IBM and their collaboration teams and Connections customers it’s clear that IBM has actually become.. dare I say it…..quite cool really.

In my first Connect event I’m going to look forward to a number of things:

• It’s going to help me learn more about their culture but much more about how I can work with the IBM teams.
• Having worked on successful Actiance projects with IBM I could see the vision and what they are aiming to achieve.
• Bringing people together to share knowledge, work more efficiently together and break down the lack of understanding and connect people in work.
• I’m expecting to learn and understand much more about IBM’s vision for the social workplace and how I can support more projects and partnerships, armed with more relationships and better insight.
• I’m expecting to meet dozens of people from around Europe and finally put faces to names and be part of their team. Especially with the UK team who will mainly have drinks in their hand.
• What’s most exciting is the knowledge that my company can help business partners sell Connections. Our compliance, logging and governance tool for Connections means really helps customers develop their social strategy safe in the knowledge that compliance and legal team are satisfied, the data that’s created is can be retrieved and is secure. So the message from me in Orlando is safe and compliant social collaboration from Actiance. Anything else is well, a bit Mickey Mouse….

I’m still a little shell shocked.    But it’s in a great way.  As my colleague, Sarah Carter (#IBMConnect folks probably know her better as @SarahActiance) says.. IBM Connect, and the Lotus/ICS event is not merely a show, its not merely a conference.  This is a coming together of a community.   What we’re seeing this week shows us how to take that collaborative working and making it 24-7, 365, taking all those great conversations we have in 5 days in Orlando and continuing them throughout the year.

Selling Social Media to Your Organization

Today’s post is by David Oates, Vice President of International, Actiance.

At the recent FS Forum seminar on “Will your social media strategy get you fired?” one of the overwhelming themes from the audience was how to get sponsorship from senior management who have two questions upper most in their minds – “what’s the benefit?” and “what’s the risk?”

One of the key benefits of social is engaging with an audience that doesn’t regularly use traditional communications methods. Look at your target demographics. If it’s under 34 and you’re not on social, you’re not talking to your prospects and customers. In the UK for example, the largest and fastest growing age group on Facebook is 25-34 with nearly 9 million users, followed by 18-24 years olds (source Socialbakers). As most of them grew up using text and instant messaging not email, social is just another communication tool.

If you’re not talking to your audience, your competitors soon will be. Whilst a survey from Assetinum earlier in the year found that only half of the top 50 private banks actively replied to tweets despite nearly all of them having a Twitter account, it is not a trend likely to continue. Particularly as it starts to dawn just how much additional engagement Visa gained with its Olympic social media campaign.

Depending on how you deploy social media usage, engaging with customers leads to an increase in revenue, reduces contact centre calls and potentially lowers customer acquisition costs. Some organisations have even found it useful as a general employee communication tool in times where other methods are too slow. During the London riots, BNP Paribas used it to help staff move safely around the capital.

The benefits aren’t just related to increased sales and improved customer service either. Over time, engaging directly with your customers, prospects and even your aggressors provides the type of in-depth data that can be used to enhance and develop future products and services.

The risks for any organisation engaging in social media shouldn’t be ignored, but neither should it be an inhibitor. Letting staff “loose” on social media doesn’t mean giving up an organisation’s hard won reputation or its squeaky clean compliance record. Understand the threat landscape from data leakage, malware and user behaviour and how it fits into compliance concerns is key to mitigating the risk. Once you have a better understanding about the risks, it’s easier to see the steps required to ensure your organisation remains safe.

But as my colleague Victor Gaxiola says – it’s not “why’ we should be using social senior management need to ask, it’s how.

Actiance is moving forward…

At Actiance it’s all about helping businesses unleash their social enterprise. And our sales team has been busy securing new customers this month to do just that! First up is Primerica Financial Group who was seeking a true compliance solution for enterprise collaboration. Alpine Electronics turned to Actiance for e-discovery while Brown Brothers Harriman, a privately-held financial institution that has been a thought leader and solutions provider for almost 200 years, sought a compliance solution so they could unleash IBM Connections to 5000 users. Portland General Electric sought unified communications compliance and we were happy to help out.

One of the top five Canadian banks recently turned to Actiance because we allow both a robust compliance and marketing solution for the advisors, as well as, a simple to use page monitoring solution that allows the bank to archive pages being visited by general bank employees. MarketAxess, who provides a single trading platform with easy access to multi-dealer competitive pricing in a wide range of credit products, selected Actiance for UC compliance, while Managed Services software distributor Cloud Services Depot turned to Actiance for PIM compliance.