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Portfolio Categories Archives: FINANCE

Web & Social Media Archiving for Banks and Credit Unions

Web & Social Media Archiving for Banks and Credit Unions
back to list of resources White Paper: Web & Social Media Archiving for Banks and Credit Unions Web and social networking technologies can provide banks and credit unions with efficient dissemination of information, heightened engagement with consumers, and better communication within the organization. However, there are risks associated with the use of these tools for […]

Internal Social Media Record-keeping

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back to list of resources An Introduction to Internal Social Media Record-keeping Please fill out the form below to get instant access. Here’s a quick explainer video about PageFreezer

Mifid II Compliance

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back to list of resources   Mifid II Compliance Understanding New Expectations for Preserving Website & Social Media Records. Please fill out the form below to get instant access   Here’s a quick explainer video about PageFreezer

Case Study: Retirement Wealth Advisors

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back to list of resources Case Study: Retirement Wealth Advisors Financial firm Retirement Wealth Advisors uses PageFreezer to comply with SEC recordkeeping regulations and remain focused on delivering holistic financial planning. Please fill out the form below to get instant access Here’s a quick explainer video about PageFreezer

White Paper: Financial Industry

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back to list of resources   Social Media Compliance Crash Course for Financial Services A white paper about website & social media archiving for Financial Industry. Please fill out the form below to get instant access   Here’s a quick explainer video about PageFreezer

White Paper: Banks & Credit Unions

back to list of resources   White Paper: Web & Social Media Archiving for Banks and Credit Union The unique risks of social media communications to banks and credit unions. Please fill out the form below to get instant access   Here’s a quick explainer video about PageFreezer