Resource Library

Access the latest white papers, research, webcasts, case studies and more covering a wide range of topics like Mobile, Cloud and Data Analytics.

Filter the library by ...

White Paper | Presented by Smarsh

The Financial Advisor's Guide To Social Media Strategy and Policy

This guide contains practical steps that will help you develop a social media strategy and policy that meets regulatory requirements while helping your firm gain maximum business value from your efforts.

White Paper | Presented by Smarsh

Respond to the Changing Mobility Landscape

Workplaces are becoming increasingly mixed environments of mobile business communications. With mobility in a constant state of change, firms need to not only keep up with this transformative technology but also rethink their established applications, security, and organizational strategies.

White Paper | Presented by Smarsh

The Top 5 Archiving Myths

This guide dives into the top 5 archiving myths and explains how your organization can take advantage of cloud-based technology to drive greater productivity, as well as the ability to respond more effectively to your customers, prospects, or business partners.

White Paper | Presented by Smarsh

The Financial Advisor's Guide To Compliant IM and Collaboration

As Microsoft Teams and other platforms like Slack and Symphony continue to be deployed by IT – or in some dangerous cases, adopted without oversight by advisors themselves ­– it’s imperative that firms take proactive steps to expand their supervisory programs in order to mitigate risk.

White Paper | Presented by Smarsh

The Field Guide To Recordkeeping Worst Practices

The journey organizations must undertake to enable modern communication tools while managing risk doesn’t just require best practices. Sometimes it requires stark reminders of what NOT to do: it requires this. And this is The Field Guide to Recordkeeping Worst Practices.

White Paper | Presented by Smarsh

The Financial Firm's Guide To Compliant Text Messaging

The popularity of text messaging continues to grow, and many firms and their clients now expect to use it as a tool to conduct business. By enabling text messaging you are enhancing productivity, improving communications efficiency, and helping clients and employees connect more meaningfully.

White Paper | Presented by Smarsh

5 Steps to Eradicate Text Messaging Risk

Use Text Messaging More While Reducing Your Organization’s Compliance, Legal and Reputational Risk

White Paper | Presented by Smarsh

Guide to Compliant Productivity

While compliant productivity may once have been an impossibility, modern technology and clever solutions have made compliant productivity a realistic goal for any organization willing to take the necessary steps to achieve it.

White Paper | Presented by Smarsh

Why Compliance Officers Should Say "Yes" To Text

Your millennial customers and workforce rely on their mobile devices for communication. Enable them to be more productive and responsive, while meeting your firm’s compliance requirements.

Popular Resources