“Actiance will be demoing the first social media enablement platform to incorporate CRM data from Salesforce. With Socialite, users can now maximize the power of Salesforce, monetize their social involvement and increase revenue. Socialite from Actiance allows financial advisors, agents and sales and marketing organizations to engage with clients, build customer relationships, and create a personal brand – all while being compliant with FINRA and SEC regulations.
Key features of this new offering include: linking Socialite contacts to Salesforce accounts, mapping Salesforce accounts to Socialite connections and sending Socialite activity to Salesforce when contacts provide feedback or respond to posted content. In addition, Actiance will be demoing its new Socialite Mobile application for the iPhone.”
Product Launched: August 2012
Company Founded: 1998
Metrics: 250 employees worldwide; 9 of the top 10 banks in North America, the top 5 banks in Canada and 3 of the top 5 energy companies all use Actiance’s products.
