Presented by
Anthony Cresci (Theta Lake); Tyler Lessard (Vidyard)
Compelling & Compliant Video Experiences for Financial Services
About this talk
It‘s no surprise that breaking through inboxes and communicating with clients is becoming increasingly difficult. Especially for financial services organizations that are bound by compliance restrictions on outbound content. Luckily, secure video sharing is now possible and a wonderful way to build trust with clients.
On November 5, join Tyler Lessard, VP of Marketing at Vidyard, and Anthony Cresci, SVP of Finance, Business Development, and Operations at Theta Lake, for Compelling & Compliant Video Experiences for Financial Services.
They’ll share tips on:
- how to use video to interact with your clients in an effective and secure way
- how to leverage intelligent technology that doesn’t require an additional headcount or hours spent reviewing videos
- and a ton of new virtual selling tactics that you can put into action right away
Join us!
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Theta Lake’s multi-award winning product suite provides patented compliance and security for modern collaboration platforms, utilizing more than 100 frictionless partner integrations that include Zoom, RingCentral, Microsoft Teams, Webex by Cisco, Slack, Asana, Movius, Mural and more. Theta Lake can capture, act as a unified archive connector across modalities for pre-existing archives of record, and/or act as a completely unified archive for all eComms aComms (voice), vComms (video and images), and more. In addition to comprehensive capture and archiving, Theta Lake enables unified search and full replay across all modalities and content types including full conversation views across meshed UCC tools and media types. With unified visibility, customers can more successfully implement proactive compliance using patented ML and AI to detect regulatory, privacy, and security risks in communications.
Visit us at ThetaLake.com; LinkedIn; or X @thetalake.