Compelling & Compliant Video Experiences for Financial Services

Presented by

Anthony Cresci (Theta Lake); Tyler Lessard (Vidyard)

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, Inc., dual winner of UC Today’s 2020 Best Compliance Product and Best Security Product, was founded in 2017 by proven entrepreneurs and enterprise technologists with decades of leadership experience and recognition from Global 100 customers and top industry analysts. With a mission to provide modern collaboration security and compliance, Theta Lake’s patented and multi-patent pending AI helps security and compliance teams more effectively and quickly scale their risk detection and the workflows for communication security, data loss protection, and supervision of modern video, voice, and unified collaboration systems. The Theta Lake Compliance Suite is SOC 2, Type 2 compliant. Visit us at; LinkedIn; or Twitter at @thetalake.