White Papers & Reports

FEATURED

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How to Comply with Supervision and Archiving Obligations

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Best Practices for Messaging SMS and Chat Record-keeping and Supervision

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Archiving eComms in Zoom, Webex and Microsoft Teams Meetings

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Break Through Compliance Barriers in Microsoft Teams for Financial Services

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2021 Modern Communications Survey Report

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Modern Chat Compliance and Security

Working from anywhere Zeus White Paper

Working From Anywhere - Drives the Need for Collaboration, Compliance, and Security

Archiving and Data Protection with Microsoft Teams

Archiving and Data Protection with Microsoft Teams
(by Osterman Research)

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Hidden Costs of "Bare Minimum" Supervision

Broker-Dealers and RIAs: Personalized videos and compliance made easy

eBook: Personalized Videos and Compliance Made Easy

compliance survey

Survey: State of Digital Communication Compliance

Report resource: Top compliance challenges with online video for financial institutions

Video Compliance Challenges for Financial Services

Gartner cool vendor 2019

Theta Lake in the 2019 Gartner Cool Vendors

Gartner report

Theta Lake helps CIOs "embrace emergent opportunities for competitive advantage."

RegTech 100's Global RegTech Review of Theta Lake

Security and Compliance for Modern Collaboration Platforms

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