archiving salesforce chatter® for sec compliance
TRANSCRIPT
Archiving Salesforce Chatter® for SEC ComplianceStandard Life Investments Success Story
COMPANY PROFILE Leading asset manager with expanding global reach Headquartered in Edinburgh, Scotland Manages $271.2 billion on behalf of clients worldwide Parent company is Standard Life
SUCCESS STORY
THE CHALLENGELooking to turn Salesforce Chatter on…
To increase Salesforce adoption. To encourage rapid cross-team communication and collaboration. To smoothly distribute internal knowledge. To give senior staff a better means to disseminate information to a
global workforce.
But can’t until it meets its SEC & FINRA recordkeeping and supervision obligations.
SUCCESS STORY
THE SOLUTIONArchiving & Compliance for Salesforce Chatter® Smarsh - trusted compliance provider Simple implementation & onboarding Valuable relationships and ISV Partnership with Salesforce® Intelligent archiving platform designed to scale Powerful search, supervision toolset to review and produce data
SUCCESS STORY
SUCCESS STORY Compliance peace of mind. HR, Risk & Internal Communications teams can audit Chatter content
(including deleted content). Workflow integrated into existing supervision processes – no significant
addition of manual workload. Chatter is rolling out to organization globally.
SUCCESS STORY
Smarsh has helped us launch Chatter. It was a no-brainer…Smarsh had earned the trust of our compliance department.
Scott Creelie, IT Business Consultant
Enabling Chatter has our user base looking at Salesforce in a different way. It’s not just an admin tool you have to log information into – it helps you better understand your customers.
SUCCESS STORY
Gavin Reekie, Global CRM Manager
THE ARCHIVING PLATFORMEMAIL IM SOCIAL MOBILE WEB VOICE
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