Actiance to Present on Successful Social Media Engagement Strategies at the 2013 Raymond James Compliance Roundtable

Actiance to Present on Successful Social Media Engagement Strategies at the 
2013 Raymond James Compliance Roundtable 
Company Will Provide Expert Insight on How Financial Advisors Can Use
Social Media to Increase Business Opportunities via Social Networks 
BELMONT, CA -- (Marketwire) -- 01/30/13 --  Actiance, helping
organizations benefit from new forms of communications and
collaboration, today announced its General Manager of Social Business
Sarah Carter will participate in Raymond James' Annual Compliance
Roundtable. Geared toward compliance professionals in the financial
services industry, the annual Raymond James Compliance Roundtable
brings together senior compliance officials from more than 30 of the
industry's brokerage and investment advisory firms to discuss
regulatory compliance and risk management within equity capital
markets, institutional fixed income, international, retail and
investment advisory businesses. The roundtable serves as a forum for
participants to discuss and identify opportunities for improving
industry best practices and compliance with regulatory requirements
at their respective firms. This enables compliance professionals to
share ideas that help enhance the effectiveness and efficiency of
tools designed to protect the investing public. 
A recognized expert in social business and collaboration strategies,
Carter's presentation will reveal how successful advisors are using
social media to increase engagement with current and future
customers. She'll advise on how to identify business opportunities
within a person's network and how to effectively measure success of
social engagement, all while remaining compliant with the strictest
regulatory requirements.  
"Our advisors and management team recognize the importance of
ensuring regulatory compliance while leveraging social media to build
business in today's changing media landscape," said Kip Carevic,
Chief Compliance Officer at Raymond James Financial. "We are
delighted to welcome Sarah Carter of Actiance to our annual
Compliance Roundtable to share her company's expertise and industry
knowledge on how to enable and leverage social media while remaining
compliant in our dynamic regulatory environment."  
What: Using Social Media to Reduce Customer Churn and Build your Book
of Business
 Where: Raymond James Financial Corporate Headquarters in
St. Petersburg, Florida
 When: Friday, February 1, 2013, 11:30am -
12:30pm ET 
"With social business strategies expected to be top of mind for any
company in 2013, understanding proper use is vital to ensure
activities increase the customer base, drive up revenue and solidify
positive customer experiences," said Carter. "The regulated industry
is not exempt from this push and while there are unique compliance
considerations, achieving social media success is plausible. I'm
looking forward to exploring this and more ways to unleash social
business during my presentation." 
Actiance simplifies compliance management of an organization's
real-time communication, collaboration and social networking in order
to adhere to strict interpretations of regulatory, legal and
corporate requirements. With the ability to control, monitor,
capture, search and archive conversations, content and activities
across the broadest spectrum of networks, a company is able to
unleash social business with confidence.  
For more information on Actiance or its products, please visit Actiance is on Twitter at: To read the company's blog, please
About Actiance 
Actiance 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 social business.
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 is headquartered in Belmont, California. For more
information, visit or call 1-888-349-3223.  
About Raymond James Financial, Inc. 
Raymond James Financial (NYSE: RJF) is a Florida-based diversified
holding company providing financial services to individuals,
corporations and municipalities through its subsidiary companies. Its
four principal wholly owned broker/dealers, Raymond James &
Associates, Raymond James Financial Services, Morgan Keegan & Co.,
Inc. (branded as Raymond James | Morgan Keegan) and Raymond James
Ltd., has more than 6,200 financial advisors serving more than 2.4
million accounts in more than 2,600 locations throughout the United
States, Canada and overseas. In addition, total client assets are
approximately $392 billion. 
Press Contacts: 
Austin Edgington
Actiance, Inc.
650 245-0166 (mobile) 
Catherine Koo or Amy Robinson
EMEA & APAC Press Contact: 
Sara Claridge 
Marylebone Media Relations
+44 (0) 20 8133 5572
+44 (0) 7968 626838 (mobile) 
Raymond James Press Contact:
Anthea Penrose
Public Relations Manager
727.642.9123 (mobile) 
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