Social media archiving is a young business—Arkovi roots date back to just January 2009 and we’re the first! Having grown up in financial services and as optimistic as we are about the industry’s future in communicating via social media, we’ll admit to having a perspective. We welcome media invitations to share that perspective and, of course, we’re always grateful for product coverage.
Here’s a list of the media we’ve been quoted in recently:
Morningstar’s Best in Tech
Columnist Bill Winterberg names Arkovi a winner of Morningstar’s Best Back-Office Technology award.
Social Media Lessons from Across the Pond, Money Marketing, August 23, 2013. Blane Warrene discusses the lessons learned by financial advisors in the US regarding social media.
Social Media for Advisors: 3 Best #Hashtag Practices, Financial Planning, August 9, 2013. RegEd’s Caitlin Zucal explores the effectiveness of hashtags and explains three best practices to keep in mind when using hashtags for business and thought leadership purposes.
3 Ways To Measure Social Media Impact; Tackle Debt, WSJ Live, August 6, 2013. RegEd’s SVP of Customer Communications, Blane Warrene, highlights three ways advisors can gauge their social media influence.
B-Ds to Get Compliance Insight from Updated RegEd Service, Investment News, August 5, 2013. RegEd adds human consultation to its software-based branch-audit service to give its broker-dealer clients deeper insight into their compliance efforts.
Hitting the Mark: Adding the Right Skills to Your LinkedIn Profile, Social Media Today, August 1, 2013. Your LinkedIn profile is the place to distinguish yourself from others competing for the attention of your clients and prospects. More than ever before, a quick check of your online presence is becoming the de facto starting point for anyone “looking you up”.
RegEd Announces Expansion of Audit Management Services, GlobeNewswire, July 25, 2013. RegEd announces that it has expanded its Audit Management capabilities to include branch audit program Consulting Services and Outsourcing Services.
Where are Advisors Engaging Today? Where Will They Engage Tomorrow?, Rock the Boat Marketing, July 24, 2013. RegEd’s Blane Warrene provides a point-in-time report of the extent of advisor social engagement as of July 2013.
Preparing for a FINRA Spot Check: 3 Simple Steps to Social Compliance, Financial Planning, June 20, 2013. With FINRA clearly stating its social media guidelines regarding spot checks, the question many advisors are asking themselves is this: what do I do now? Luckily, there are three simple steps to avoiding regulatory fines and keeping your advisors actively online.
Digital Marketing: Beyond Social Media, Financial Planning, June 3, 2013. As technology evolves, more firms are looking beyond a social media strategy to develop holistic digital marketing programs. Blane Warrene of RegEd insights on compliance for digital marketing.
Using Twitter to Promote Practice, Win Clients, Wall Street Journal, May 28, 2013. Social-media proponents weigh in on how advisors should leverage Twitter to effectively market their brand and properly engage with prospects, clients and other followers.
RegEd’s New Platform Should Draw More IBD Business, Investment News, May 26, 2013. John Schobel and Blane Warrene of RegEd discuss their new Score for Compliance platform.
Regulatory Nudge on Social Media? Financial Planning, May 17, 2013. Using social media is clearly possible – some advisors had had great success with it – and there’s no doubt that compliance is in some way getting easier.
Five Social Media Policy Tips. Financial Advisor, April 17, 2013. Although social media is scary for some, through archiving firms and some compliance assistance, advisors can achieve success. A key to success is the social media policy. Here, RegEd’s SVP of Customer Communications, Blane Warrene, offers expert advice on creating a strong policy.
New SEC Ruling Officially Opens the Doors to Social Media for Financial Advisors. FPA Practice Management Solutions, April 9, 2013. RegEd’s Caitlin Zucal discusses the SEC’s big announcement regarding social media, as well as how the ruling will affect financial advisors.
SEC Talks Social Media, and Cloud Computing Security Gets Clarity. Investment Planning, April 3, 2013. Davis Janowski of Investment News highlights a recent article written by RegEd’s Caitlin Zucal, New SEC Ruling Officially Opens the Door to Social Media for Financial Advisors. Zucal discusses the SEC’s new ruling regarding social media, as well as how the announcement will affect financial advisors.
Outsourcing is Up as Tech Crunch Hits IBDs. AdvisorOne, March 14, 2013. RegEd’s Blane Warrene discusses how the shift in communications, especially in terms of social media, is affecting the financial industry.
The Key to Social Media: Listening, Financial Planning, March 7, 2013. RegEd’s Blane Warrene is quoted in this “30 Days, 30 Ways” article, discussing how a successful social media presence begins with listening.
Social Media Compliance 101, Financial Planning, March 5, 2013. RegEd’s Blane Warrene discusses how social media presents both an opportunity and a challenge for financial advisors. Part of Financial Planning’s “30 Days, 30 Ways” campaign.
Social Media Compliance Essentials, Financial Planning, March 5, 2013. As part of Financial Planning’s “30 Days, 30 Ways”, Now that you’ve decided which social platform you want to try, you’d better check in with compliance before you start using it. “Compliance is the number one priority for advisors,” says Blane Warrene, co-founder of the social media archiving firm Arkovi, now a part of RegEd.
Improve Your LinkedIn Profile In 6 Simple Steps, Financial Planning, February 19, 2013. With the newest profile features now affecting all users, how can community members fully take advantage of the platform dubbed the professional’s social network?
Snapchat and Vine: Sharing Your Message in Ten Seconds or Less, Social Media Today, February 15, 2013. RegEd’s Caitlin Zucal discusses how businesses can embrace short-form content such as Snapchat and Vine to achieve their marketing goals.
RegEd Extends Communications Compliance Suite with Robust E-mail Archiving Capabilities, January 22, 2013. E-mail remains the hub of messaging in modern business for marketing, operations and service. Integrated with its already successful Social Media Archiving and Surveillance solution, powered by Arkovi, this new module is also seamlessly deployed through RegEd’s platform.
How to Evaluate Social Media, Financial Planning, January 20, 2013. Blane Warrene, RegEd’s SVP of Customer Communications, discusses the pros and cons of the different approaches to choosing the right social media archiving solution for your business.
Weekend Reading for Financial Planners, January 18, 2013. RegEd is listed as a tool for digital age marketing.
Compliance Tech Firm Offers Content Library, Financial Planning, January 16, 2013. Financial services compliance technology firm RegEd is offering clients a social media library containing pre-approved content, as well as a series of dictionaries, or lexicons, of words or phrases to support compliance.
RegEd Expands Social Media Archiving and Surveillance Solution with a Content Library and Multiple Lexicons Continuing its Leadership in Compliance Technology, January 15, 2013. RegEd announces two major features, the social media content library and multiple-lexicons, as part of their Social Media Archiving and Surveillance solution, powered by Arkovi.
Whether You Are a Newbie or a Veteran, Success Using Social Media Requires That You Have a Plan, Investment Executive, January 4, 2013. RegEd SVP of Client Communications, Blane Warrene, discusses how advisors need to see where their clients and prospects are in order to help decide which platform to approach.
4 Simple Steps For Financial Planners To Jump on the Social Media Bandwagon, Financial Planning, January 3, 2013. Since the social media bandwagon is here to stay, here are four key takeaways for financial planners looking to find social media success while remaining compliant. Written by RegEd Marketing Coordinator, Caitlin Zucal.
Inside View on Good Social Media Posts, December 19, 2012. Blane Warrene names a few rules of thumb for financial advisers on social media.
Social Media: the Open Door to Brand Loyalty, October 26, 2012. Social media provides the perfect platform to create lasting relationships between customers and brands. Written by RegEd Marketing Coordinator, Caitlin Zucal.
On Verge of Acquisition, Pioneering Social Media Archiver Arkovi Looks Back and Forward, September 18, 2012. Rock the Boat Marketing‘s Pat Allen sits down with Arkovi founder, Blane Warrene, to discuss the journey of the last three years, as well as the maturing social media archiving space, how it’s evolved to this point and where it’s going.
RegEd Buying Arkovi, September 17, 2012. There is a new romance being consummated in the advisory social media archiving and tracking technology world.
RegEd Announces Agreement to Acquire Arkovi, the Award-Winning Financial Services Provider of Social Media Archiving and Surveillance, September 17, 2012. RegEd, the leading provider of technology solutions for compliance for the financial services industry, announced today that it has signed an agreement to acquire Arkovi, the award-winning social media solution for archiving and surveillance.
Targeting Facebook Postings, September 4, 2012. Targeting Facebook Postings - one of the many little secrets that can help you better engage your fans & followers -a great article written by Arkovi’s Caitlin Zucal & featured in FPA’s Practice Management Solutions magazine.
Social Media Compliance Isn’t Fun, but It’s Necessary, August 23, 2012. Mentioned in the Harvard Business Review, Arkovi is listed as one of the archiving leaders whose products enable searching stored communications by keywords, date, and other variables across different social networks.
A Response to: ’11 Reasons Why a 23-Year-Old Shouldn’t Run Your Social Media’, August 17, 2012. Social media is a serious business. When hiring a new social media manager, consider the person’s drive, passion and work ethic – not their age – and hire the best candidate with an eye for branding in a digital world. Written by Arkovi Marketing Coordinator, Caitlin Zucal.
So You’re on Facebook; Now What?, June 15, 2012. As he explores different uses for the social media platform, Janowski mentions Professor Michael Finke of the Department of Personal Financial Planning at Texas Tech University, along with his co-author, graduate assistant Tao Guo, have been analyzing a one-million-tweet data set provided to them by Arkovi.
Five Ways to Exploit Social Media, June 15, 2012. Davis Janowski of Investment News recommends that broker-dealers and RIAs utilize archiving and social-media management tools that have analytic components, such as Arkovi.
Are Advisors Ready to Embrace Social Media?, June 15, 2012. While at the TD Ameritrade Institutional 2012 Elite Summit, Arkovi’s Blane Warrene and D. Bruce Johnston explain how advisors are “getting over their fear of flying” when it comes to social media.
The Financial Adviser’s Quick Guide to Social Media Archiving, June 13, 2012. The adviser’s guide on what to archive and what tools to use.
Topic: Arkovi Stats, May 16, 2012. A sneak peak of the new infographic by Arkovi. The infographic shows true social media usage statistics, not what respondents choose to answer in surveys, making the information even more accurate and valuable.
Social Media is Evolving By the Day, May 6, 2012. Arkovi CEO, Blane Warrene, is quoted in this Investment News article discusses Facebook Timeline and how it affects RIAs.
New Study Follows Kids on Social, May 5, 2012. Arkovi’s participation in the University of Texas at Dallas research study provides archiving for participant communications on Facebook, Twitter and other channels that millenials are using currently.
Tapping Social Media to Give Lawyers an Inside Voice, April 24, 2012. Arkovi CEO, Blane Warrene, is quoted on how to master the most important skill of social media, which is listening.
Arkovi to Provide Facebook Info for Uni’s Millenials Study, April 23, 2012. The University of Texas at Dallas’ research is designed to examine and understand how children make and keep friends. For the past four years researchers, led by Dr. Marion Underwood, have been collecting, archiving and analyzing text messages, instant messages and email communications. This will continue but will be expanded to include coverage for Facebook, Twitter and other social and web channels using Arkovi.
Expanded Study will Track Adolescent Behavior on Facebook, April 23, 2012. Dr. Marion Underwood of The University of Texas at Dallas leads research that will capture and code the content of adolescent activity on Facebook, the most popular social networking website. Facebook communication will be captured from all devices used and will be stored by Arkovi.
UTD to Study Teen Behavior on Facebook, April 18, 2012. An expanded study at the UT Dallas aims to shed some light on whether or not social media is healthy for children. UT Dallas is partnering with Arkovi, who will be capturing the social media data for the study.
3 Reasons to Love Facebook Timeline for Business, March 26, 2012. Arkovi Marketing Coordinator, Caitlin Zucal, is featured in FPA’s Practice Management Center blog. Zucal’s article touches on Facebook’s Timeline redesign and how new features provide exciting online branding opportunities for businesses.
Make It a Worthwhile Experience — Marketing Your Brand on Pinterest, March 20,2012. Arkovi Marketing Coordinator, Caitlin Zucal, is featured in Investment Writing’s blog. Zucal discusses why financial marketers should think of Pinterest as “Facebook without words” or another way to share their products, personality, and common interests with clients and prospects.
Investment Technology Partners Predicts a Massive Adoption of Cloud Based IT in the Registered Investment Advisory Market, March 14, 2012. Arkovi mentioned as one of the best tools for advisors looking to embrace social media in their practices.
Social Media Talk of TD Ameritrade Conference, February 8, 2012. Great recap of TD Ameritrade’s 2012 National Conference and the social media education and resources offered to advisors at the event.
Not Clued in About LinkedIn? Big Mistake, Advisers Say, February 3, 2012. In this Investment News article, Arkovi CEO, Blane Warrene, discusses how regulators have identified ways that advisers can leverage social media platforms.
BrightScope Advisor Rating Tool Offers Social Media Archiving With Arkovi Deal, January 18, 2012 In this Registered Rep article, Lauren Barack reviews the new integration and partnership between Arkovi and BrightScope.
60 Seconds: Steve Crothers, January 1, 2012 In this Registered Rep article, Arkovi customer and financial advisor, Steve Crothers, discusses his firm’s successful use of social media.
Maximize Your Technology Spending in 2012, January 2012 Technology consultant Bill Winterberg recommends Arkovi for financial advisors thinking about including social media in their firm’s marketing plan, but also want to get the most out of their budget.
Advisor Tested: Arkovi Expands and Archives a Firm’s Online Footprint, November 11, 2011 Arkovi is featured in this RIABiz article as an archiving solution that caters to investment advisors as one of its target audiences. Also included in the piece is an interview with Russell Thornton of Wealthcare Capital Management in Atlanta, who has found much success using Arkovi.
Registered Rep/Wealth Management.com Research: Indies, Insurers Take Lead on Social Media, October 19, 2011 Arkovi CEO, Blane Warrene, shares his opinion on the growing number of RIAs using social media.
Tips for Working with a Social Media Provider, October 7, 2011 Arkovi is mentioned in this Wall Street Journal blog post as a well-know social media archiving provider.
Social Media: Trends and Looking to the Future, September 2011. Blane Warrene, CEO of Arkovi, discusses how financial advisors are utilizing social media, what website they are using, and what is driving their efforts.
Is Google+ Really a Plus?, September 2011. Arkovi CEO Blane Warrene discusses Google+ from the archivers’ point of view.
4 Top Social Media Archiving Firms for the Securities Industry, August 4, 2011. Arkovi is mentioned as one of the top four social media archiving solutions.
Mastering Social Media, August 2011. Arkovi is mentioned for rolling out new and improved technology solutions to help advisors stay compliant as they tweet, blog and connect.
Tweet Away, July, 1, 2011. Arkovi is cited as the social media archiving tool used by Matson Money.
7 Most Popular Blogs for Financial Advisors from ByAllAccounts, June 27, 2011. Arkovi is cited as a resource for learning more about the rules and regulations regarding social media archiving.
eRollover Launches Total Online Solution for Financial Advisors to Grow Their Practices, June, 14, 2011. Arkovi is used by eRollover in order to make advisor social media activities completely transparent.
Social Networking Becomes Even More Important, June 5, 2011. Communications are going online and advisors that want to be more successful will be there too, as this trend is only expanding.
Learning To Fake Sincerity, Spontaneity In Social Media, May 16, 2011. The secrets to success in social media are sincerity and spontaneity, and organizations that can’t stand (or can’t afford) to be truly spontaneous will have to learn how to fake it convincingly.
Behind the Scenes in Social Media, May 15, 2011. As regulators take their own sweet time coming up with guidelines for social media, the marketplace is coming up with its own solutions for financial advisers.
Arkovi Presentations Lift Off with SlideRocket – a case study, April 28, 2011. Here’s how Arkovi uses SlideRocket to create and share effective presentations that make a lasting impression and ultimately grow the business.
Arkovi Bulks up Compliance Suite with Marketeria Integration, April 20, 2011. The integration of Arkovi, social media archiving service for the financial industry into new content-management system MarketeRIA platform, developed by Triplestop LLC, may help speed things up.
Arkovi Leveraging iPads and Sliderocket for “on-the-road” demonstrations, April 19, 2011. We built Arkovi to work on any device – and take advantage of it on the road presenting on social media topics and demonstrations.
BD Law Blog: Guest Post: Amy McIlwain on The Best Social Media Products for Financial Professionals, March 14, 2011. Arkovi is first in a list of the “top three social media compliance products.”
TechCheck: A safety net for the social net, Investment News, March 4, 2011. This article describes our partnership with e-mail archiving provider Global Relay, an affiliation that integrates the documentation capacity of Arkovi with Global Relay’s interface.
Joint offering seeks to keep social media compliant, IT World Canada, February 28, 2011. Coverage of the joint social media archiving and compliance solution offered by the Arkovi/Global Relay partnership.
The Continuing Evolution of Social Media for Advisors, Financial Planning, February 21, 2011. Blane Warrene is interviewed onsite at the T3 Conference about the SEC sweep letter.
How Advisors Can Better Utilize Social Media, Financial Planning, February 18, 2011. Blane Warrene is quoted as commenting in a T3 conference session presented by Impact Communications CEO, Marie Swift.
Compliance Guides for Financial Advisors | Financial Social Media blog, February 3, 2011. Arkovi is cited as “one of the leading social middleware programs that focuses on social networking policy management.”
Social Media Musts–10 Things You Need To Do, FA-Mag.com, January 27, 2011. Arkovi is cited.
Asset Manager Adoption Of Social Media, 1 Year Later | Rock The Boat Marketing Blog, January 25, 2011. Blane Warrene is quoted in a round-up of archivers’ review of asset manager adoption of social media.