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Theta Lake Resources

White Paper

Key Compliance Considerations for the Shift to Cloud Voice

Best Practices

Top 5 Mobile Compliance Best Practices - Build Your DCG Strategy

eBook

Solving the Off-Channel Communications Conundrum

White Paper

More Than a WhatsApp Issue: Reducing Off-channel Comms & Improving Reconciliation

Best Practices

8 Dos and don'ts when using transcription for compliance

eBook

By Metrigy - UCC Compliance for greater user productivity

Best Practices

VOICE COMMUNICATIONS COMPLIANCE: 3 TIPS FOR ZOOM PHONE & CONTACT CENTER

Best Practices

COMPLIANCE: 3 TIPS FOR RINGCENTRAL VOICE COMMUNICATIONS

White Paper

BREAK THROUGH COMPLIANCE BARRIERS IN MICROSOFT TEAMS

White Paper

ARCHIVING ECOMMS IN ZOOM, WEBEX AND MICROSOFT TEAMS

White Paper

HIDDEN COSTS OF "BARE MINIMUM" SUPERVISION

White Paper

UNLOCK UC USAGE CONSTRAINTS

White Paper

ARCHIVING AND DATA PROTECTION WITH MICROSOFT TEAMS

Q & A

HOW TO COMPLY WITH SUPERVISION & ARCHIVING OBLIGATIONS

White Paper

SOLVE HYBRID WORK CHALLENGES WITH THETA LAKE AND RINGCENTRAL

White Paper

WFA - DRIVES THE NEED FOR COLLABORATION, COMPLIANCE & SECURITY

White Paper

MODERN CHAT COMPLIANCE AND SECURITY

White Paper

MESSAGING, SMS, CHAT RECORDKEEPING AND SUPERVISION

Best Practices

Protecting confidential information during video communiaction

Best Practices

Digital video compliance program

Best Practices

Financial services compliance: audio recording supervision

eBook

PERSONALIZED VIDEOS AND COMPLIANCE MADE EASY

Best Practices

Compliance for social media

Best Practices

5 Steps for video conferencing recording compliance

Demo Webinar

Voice Compliance Recording and Supervision

Demo Webinar

Comprehensive Compliance for RingCentral Voice

Demo Webinar

Cutting-Edge Compliance for Text, Voice and Video

Partner Webinar

Maximizing Microsoft 365 Benefits With Compliance

Webinar

Metrigy and Theta Lake: UCC compliance

Demo Webinar

Featuring Theta Lake and Zoom Workplace Integration

Demo Webinar

Featuring Whiteboards and Visual Workspace Solutions

Demo Webinar

Next Generation Compliance Voice Recordkeeping

Partner Webinar

Robust Contact Centre strategies with Zoom, PCI Pal & Theta Lake

Partner Webinar

Maximize microsoft teams roi & reduce risks with modern compliance

Partner Webinar

Leveraging uc to drive business value in financial services

Webinar

security & compliance risks of collaboration tools usage in finserv

Webinar Series

state of financial services regulations impacting uc deployments

Demo Webinar

Featuring Theta Lake and RingCentral Integration

Partner Webinar

enterprise video with automated compliance review

Webinar

risks and challenges of deploying microsoft teams

Webinar Series

Leveraging next gen security and compliance solutions

Partner Webinar

enabling the next generation of modern work

Partner Webinar

Leveraging AI for faster, easier, and accurate regulatory compliance

Partner Webinar

compelling & compliant video experiences for financial services

Partner Webinar

maximize your roi w/ringcentral office for financial services

Partner Webinar

Cloud communications for financial services

Partner Webinar

complete compliance archiving, supervision, and security coverage

Webinar

Stop data leakage, be compliant, leverage archives

Webinar

modern collaboration tools - reduce risk & remain compliant

Featured Videos

Demo Video

Theta Lake Product Overview

Product Video

Why Capture Matters For Unified Communications

Product Video

Theta Lake Reconciliation

Product Video

Theta Lake Voice Compliance

Integrations

Integration Video

Zoom

Integration Video

Compliance for Zoom Workplace

Integration Video

Webex by Cisco

Integration Video

Unified Capture and Reconciliation for Webex

Integration Video

RingCentral

Integration Video

Compliance for RingCentral

Integration Video

Microsoft Teams

Integration Video

Asana

Integration Video

Movius

Integration Video

Slack

Integration Video

Mural

Integration Video

CellTrust

Integration Video

NICE CXone

Integration Video

Zoom Contact Center

Integration Video

Dialpad

Integration Video

Monday.com

Integration Video

Avaya

Integration Video

Verint

Integration Video

Vidyard

Integration Video

Redbox

Integration Video

LogMeIn

Integration Video

Vbrick

Integration Video

Kaltura

Integration Video

Miro

Integration Video

Salesforce Chatter

Integration Video

Verizon

Partner Video

ZOOM

Events & Interviews

Podcast by Metrigy

Realizing Collaboration ROI via Compliance

Interview

Critically Upholding Digital Communications Governance In UC

Interview

Interview with Dan Nadir By ZKResearch at Enterprise Connect 2024

Interview

Whiteboard & Voice Compliance With
Dan Nadir

Interview

2024 UC Trends with Garth Landers

Interview

2024 Big UC Update with Dan Nadir

Interview

UC Today Interview with Devin Redmond

Interview

ZK Tour from Enterprise Connect 2023

Interview

UC Today Interview with Dan Nadir

Interview

UC Today interview with Devin Redmond

Interview

2023 UC Trends with Devin Redmond

Interview

2023 Big UC Update with Garth Landers

Interview

CX Today interview with Anthony Cresci at Zoomtopia

Interview

Global RegTech Summit 2023 Interview with Stacey English

Interview

Global RegTech Summit 2023 Interview with Susannah Hammond

Interview

ZKast with Garth Landers of Theta Lake

Interview

UC Today Interview with Dan Nadir at Enterprise Connect

Interview

UC Today Interview with Garth Landers

Interview

UC Today: Keep Calm and Stay Compliant

Interview

UC Summit 2022 Interview with Devin Redmond

Product

Product Video

Why Capture Matters For Unified Communications

Product Video

Theta Lake Reconciliation

Product Video

Theta Lake Voice Compliance

Product Video

Theta Lake Compliance for Whiteboards

Product Video

Theta Lake for Webex Meetings EComms Selective Archiving

Product Video

Theta Lake for Zoom Ecomms Selective Archiving

Product Video

Theta Lake Chat Archive Connector

Product Video

Content Analysis

Product Video

Compliant Archiving

Product Video

State And Local Government

Product Video

Workflows

Testimonials & Mentions

Mention

Real-time, recorded: Cisco Live!

Testimonial

Customer Testimonial by Daniel Bridges, Attivo Group

Testimonial

Partner Testimonial by Justin Ramirez, Cisco Webex

Mention

Safeguarding Cisco Webex Data with Theta Lake

Company Overview

Theta Lake Overview

Solution Overview

Compliance capture considerations for UC

Solution Overview

Chat archive connector

Solution Overview

Selective eComms archive

Solution Overview

Mobile messaging capture+

Solution Overview

Risk and Compliance Suite

Solution Overview

Chat capture, retention & oversight

Solution Overview

Email archiving - compliance for email

Solution Overview

Call recording and supervision

Solution Overview

Data loss protection

Solution Overview

Theta Lake safety cover®

Solution Overview

Realtime compliance advisor

Solution Overview

Risk management features

Solution Overview

Meetings Risk Manager (MRM)

Solution Overview

Disclaimers for Microsoft Teams Chat

Solution Overview

Smart Capture for RingCentral Contact Center

Solution Overview

Archive Connector for Cisco Webex

Solution Overview

Archive Connector for Microsoft Teams Chat

Solution Overview

Archive Connector for RingCentral

Solution Overview

Archive Connector for Zoom Chat

Solution Overview

Archive Connector for Slack

Solution Overview

Selective ecomms archive for Cisco Webex

Solution Overview

Theta Lake for
Webex Calling

Solution Overview

How Theta Lake
uses AI

Featured

Partnership Overview

Theta Lake +
Zoom

Partnership Overview

Theta Lake +
Cisco Webex

Partnership Overview

Theta Lake +
RingCentral

Integration Brief

Theta Lake + Zoom Phone & Contact Center Best Practices

Integration Brief

Theta Lake + RingCentral Voice Comms Compliance Best Practices

Integration Brief

Theta Lake + Asana

Integration Brief

Theta Lake + Box

Integration Brief

Theta Lake + CellTrust

Integration Brief

Theta Lake + Fuze

Integration Brief

Theta Lake +
Microsoft Teams

Integration Brief

Theta Lake +
Microsoft Viva Engage

Integration Brief

Theta Lake + Movius

Integration Brief

Theta Lake + Mural

Integration Brief

Theta Lake + Red Box

Integration Brief

Theta Lake + Salesforce

Integration Brief

Theta Lake + Slack

Integration Brief

Theta Lake + Slido

Integration Brief

Theta Lake + Verint

Integration Brief

Theta Lake + Verizon

Integration Brief

Theta Lake + Vidyard

Integration Brief

Theta Lake + Webex Meetings

Integration Brief

Theta Lake + Webex Messaging

Case Study

Advisor Group
& Zoom

Case Study

Attivo Group
& RingCentral

Case Study

Tupicoffs
& Zoom

Case Study

Reeves
& Zoom

Case Study

Advisor Group
& Vidyard

Case Study

Fortune 500
global bank & Zoom

Report

SOLVED: SURVEILLANCE COMPLIANCE FOR COLLABORATION CHANNELS

Report

2023/24 Digital Communications Governance, Compliance and Security Report

Report

2022 MODERN COMMUNICATIONS SURVEY REPORT

Report

VIDEO COMPLIANCE CHALLENGES FOR FINANCIAL SERVICES

Report

2021 MODERN COMMUNICATIONS SURVEY REPORT

Report

2020 MODERN COMMUNICATIONS SURVEY REPORT

Regulatory Perspectives

for Unified Communications Compliance

Analysis of key regulatory developments for ensuring the deployment and use of modern communications meets regulatory expectations. For those responsible for maintaining compliance, security and data privacy across unified collaboration platforms, our regulatory perspectives provide expert insight into the topical issues, how to comply, lessons to learn together with emerging good and better practices.

2
Dir of Regulatory Intelligence

Stacey English

Stacey English is Director of Regulatory Intelligence for Theta Lake, a leader in modern collaboration compliance and security solutions. She has over 25 years' experience in financial services regulation and technology as a former regulator for the now FCA and as a risk and compliance practitioner in global banks and insurers. For more than a decade, she led Regulatory Intelligence for Thomson Reuters providing regulatory insight to financial services firms including global industry research covering conduct, culture, and the cost of compliance. She’s also a qualified accountant, a published author on conduct and accountability in financial services and an Honorary Fellow of Cambridge Judge Business School – providing expert guidance to the Cambridge Centre For Alternative Finance.
1
Sr Regulatory Intelligence Expert

Susannah Hammond

Susannah Hammond is senior regulatory intelligence expert at Theta Lake. She has over 30 years of wide-ranging compliance, regulatory and risk experience in international and UK financial services. She has held senior compliance roles at firms such as Warburgs, HBOS, GE Capital and Caspian before joining Complinet which was acquired by Thomson Reuters. Susannah is a well known thought leader in financial services and was the inaugural host of the popular podcast Compliance Clarified.
regulatory perspectives marc gilman
General Counsel & VP of Compliance

Marc Gilman

Marc Gilman is a technology attorney, compliance executive, and adjunct professor of compliance at Fordham Law bringing 15 years of law, financial services, and IT experience to his leadership role at Theta Lake. Gilman’s legal expertise focus on global technology-related legal and regulatory issues, such as information management, software and product development, cybersecurity, SEC and FINRA regulation, GDPR, and electronic communications platforms. Gilman is a certified information privacy professional with both the CIPP/E and CIPP/US credentials.

Security and Compliance for Modern Collaboration Platforms

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