A Fortune 500 financial services company had 10,000 employees on their CRM system and as the company grew they needed a way to enable their globally disparate employees to share information more socially. The company wanted to utilize the full features of the CRM, specifically Chatter, free text, and call notes, however in order to use these features the company needed to overcome compliance concerns related to the SEC, FINRA rule 17A4, other requirements associated with FINRA registered representatives, and role based provisioning.
Download this case study to learn how Social SafeGuard worked with this financial services company to enable the full features of their CRM system, specifically Chatter, free text, and call notes.