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Theta Lake Resources

Report

2023/24 Digital Communications Governance, Compliance and Security Report

White Paper

SOLVE HYBRID WORK CHALLENGES WITH THETA LAKE AND RINGCENTRAL

White Paper

BREAK THROUGH COMPLIANCE BARRIERS IN MICROSOFT TEAMS

White Paper

ARCHIVING ECOMMS IN ZOOM, WEBEX AND MICROSOFT TEAMS

White Paper

UNLOCK UC USAGE CONSTRAINTS

White Paper

ARCHIVING AND DATA PROTECTION WITH MICROSOFT TEAMS

White Paper

MODERN CHAT COMPLIANCE AND SECURITY

White Paper

MESSAGING, SMS, CHAT RECORDKEEPING AND SUPERVISION

White Paper

HIDDEN COSTS OF "BARE MINIMUM" SUPERVISION

Report

SOLVED: SURVEILLANCE COMPLIANCE FOR COLLABORATION CHANNELS

Interview

HOW TO COMPLY WITH SUPERVISION & ARCHIVING OBLIGATIONS

Report

2022 MODERN COMMUNICATIONS SURVEY REPORT

White Paper

WFA - DRIVES THE NEED FOR COLLABORATION, COMPLIANCE & SECURITY

Report

2021 MODERN COMMUNICATIONS SURVEY REPORT

eBook

PERSONALIZED VIDEOS AND COMPLIANCE MADE EASY

Report

2020 MODERN COMMUNICATIONS SURVEY REPORT

Report

VIDEO COMPLIANCE CHALLENGES FOR FINANCIAL SERVICES

Partner Webinar

Maximizing Microsoft 365 Benefits With Compliance

Demo Webinar

Theta Lake Demo Webinar featuring Zoom

Partner Webinar

Maximize microsoft teams roi & reduce risks with modern compliance

Demo Webinar

Theta Lake Demo Webinar featuring RingCentral

Partner Webinar

Leveraging uc to drive business value in financial services

Webinar

security & compliance risks of collaboration tools usage in finserv

Partner Webinar

enabling the next generation of modern work

Webinar Series

Leveraging next gen security and compliance solutions

Webinar Series

state of financial services regulations impacting uc deployments

Partner Webinar

compelling & compliant video experiences for financial services

Partner Webinar

Leveraging AI for faster, easier, and accurate regulatory compliance

Partner Webinar

enterprise video with automated compliance review

Webinar

risks and challenges of deploying microsoft teams

Partner Webinar

complete compliance archiving, supervision, and security coverage

Partner Webinar

maximize your roi w/ringcentral office for financial services

Partner Webinar

Cloud communications for financial services

Webinar

modern collaboration tools - reduce risk & remain compliant

Webinar

Stop data leakage, be compliant, leverage archives

Featured Videos

Demo Video

Theta Lake Product Overview

Product Video

Why Capture Matters For Unified Communications

Product Video

Theta Lake Reconciliation

Video Interview

Interview with Devin Redmond - By UC Today

Integrations

Integration Video

Zoom

Integration Video

Cisco Webex

Integration Video

RingCentral

Integration Video

Microsoft Teams

Integration Video

Movius

Integration Video

Slack

Integration Video

Mural

Integration Video

Asana

Integration Video

NICE CXone

Integration Video

Zoom Contact Center

Integration Video

CellTrust

Integration Video

Verint

Integration Video

Monday.com

Integration Video

Dialpad

Integration Video

Vidyard

Integration Video

Redbox

Integration Video

LogMeIn

Integration Video

Vbrick

Integration Video

Kaltura

Integration Video

Avaya

Integration Video

Salesforce Chatter

Partner Video

ZOOM

Events & Interviews

Interview

2024 Big UC Update with Dan Nadir

Interview

2024 UC Trends with Garth Landers

Interview

CX Today interview with Anthony Cresci at Zoomtopia

Interview

ZK Tour from Enterprise Connect

Interview

UC Today Interview with Devin Redmond

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

UC Today Interview with Dan Nadir at Enterprise Connect

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 Garth Landers

Interview

UC Today: Keep Calm and Stay Compliant

Interview

UC Summit 2022 Interview with Devin Redmond

Event Panel

Global RegTech Summit 2021 Panel With Stacey English

Presentation

Global RegTech Summit 2021 Presentation by Devin Redmond

Presentation

Global RegTech Summit 2020 Presentation by Devin Redmond

Product

Product Video

Why Capture Matters For Unified Communications

Product Video

Theta Lake Reconciliation

Product Video

Theta Lake for Webex Meetings EComms Selective Archiving

Product Video

Theta Lake for Zoom Ecomms Selective Archiving

Product Video

Content Analysis

Product Video

Compliant Archiving

Product Video

Workflows

Product Video

Theta Lake Chat Archive Connector

Product Video

State And Local Government

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

How Theta Lake
uses AI

Featured

Partnership Overview

Theta Lake +
Zoom

Partnership Overview

Theta Lake +
RingCentral

Partnership Overview

Theta Lake +
Cisco Webex

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 + 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

Best Practices

Protecting confidential information during video communiaction

Best Practices

Digital video compliance program

Best Practices

6 Dos and don'ts when using transcription for compliance

Best Practices

Compliance for social media

Best Practices

5 Steps for video conferencing recording compliance

Best Practices

Financial services compliance: audio recording supervision

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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