Financial Technology

Financial Technology

September 13, 2012

Actiance's Socialite to Help Financial Advisors Maximize Value of Social Media

No longer can companies ignore the presence of social media - it's too powerful a tool to be sidelined and is fast overtaking other forms of communication. And, Actiance feels that even the stuffy world of finance needs to be alerted to its potency and be made aware of the importance of allowing content to be shared across social networks.

Actiance, which helps organizations benefit from new forms of communication, proposes to do this by presenting its Socialite Engage with Salesforce integrations.

Socialite is touted to be a social media engagement platform that allows financial companies maximize the value of social media, while the Salesforce integration enables financial agents and advisors to incorporate CRM data from Salesforce into Socialite Engage.

Thus, employees will be able to share pre- approved content, interact with prospects and clients, while financial advisors will get to know how to monitor social media discussions, automatically link client and prospect conversations to Salesforce, while ensuring compliance with various regulatory bodies.

Carter believed that in order to stay competitive, it was imperative for sales teams to be aware and involved in the conversations their customers have freely and frequently across social media channels and also recognize how Socialite's integration with Salesforce was impacting the company.

Actiance's award-winning platforms are used by nine of the top 10 U.S. banks and 284 FINRA regulated firms, as it allows organizations gain visibility of applications in use, ensure compliance and gain valuable insights across the communications and collaboration channels in use.

It expects to fare equally well with its Socialite Engage, which is expected to help firms acquire new customers, strengthen existing relationship while enhancing their corporate brand.

Recently, Actiance announced the release of Vantage for Microsoft (News - Alert) SharePoint 2010, a new addition to the Actiance security and compliance platform.

Want to learn more about the latest in communications and technology? Then be sure to attend ITEXPO West 2012, taking place Oct. 2-5, in Austin, TX. Stay in touch with everything happening at ITEXPO (News - Alert). Follow us on Twitter.

Edited by Brooke Neuman

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