Long Lasting Ideas

AUGUST 7, 2014

The expansion of social media in the workplace and for personal use has made it vital for financial institutions to include a specific social media policy within its policies and procedures. 8 Steps to Create Your Social Media Policy. IBM Social Computing Guidelines. Social Media Policy Database.

social media 69

social media Policies How To Handbook 69

Social Assurance

JULY 1, 2014

recently did a study where we looked into how many banks & credit unions were on social media. Marketing doesn’t have time, compliance doesn’t have time, who has time to manage this? Marketing doesn’t have time, compliance doesn’t have time, who has time to manage this?

social media 22

social media Handbook Community Tools 22

CB Insights

JANUARY 4, 2018

The EAAS market map below highlights some of the 40+ insurgent startup technology leaders building expert automation & augmentation software across any number of industries ranging from lawyers to journalists to wealth managers to traders to consulting, and more. Compliance Officers. What is EAAS? Investment / Wealth Management.

Software 75

Software Compliance Training Google 75