March 2013 - PowerPoint PPT Presentation

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March 2013

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  1. ShareFile The Broker-Dealer’s Swiss Army Knife of Productivity Laura Girasole March 2013

  2. Users Demand Instant file and data access from any device File sharing (with anyone) Easy and familiar IT Wants Security Control No data leakage

  3. Use Cases: Data Control Problem Advisor Relationship Client Relationship

  4. FINRA Archiving Feature Preview ShareFile now has FINRA-friendly 17a-4 solution

  5. Pending Archival replaces Recycle Bin Set it and Forget it—let ShareFile help you be FINRA compliant

  6. Archive Search Functionality Review Books and Records, search content and context

  7. Call to Action Have us turn on FINRA features—it’s easy! Come see us in the Exhibit Hall Keep an eye out for follow-up email