The Situation:

Social Media for Financial Services
About 90 percent of mass affluent consumers use social media. Of that 90 percent, 44% engage with financial institutions on social media.
Social Media Compliance
7 in 10 financial advisors are already using social networks for business purposes.

Cafyne is an all-in-one marketing, compliance and archival tool for financial service organizations of all sizes. Now you can control social media activity and prevent policy violations, proactively.

Keep Competitive with Marketing Tools

Compliance Solutions

You may be surprised at all of the accounts used by your company. The truth is that the larger the organization, the more random social media profiles it has. Bring them all under your control so they become assets instead of threats.

Cafyne gives you a 360-degree view of your organization’s social media activity, including popular message threads and hashtags. Keep track of employees who are potential brand advocates and empower them to share their messages to the right audience. It’s easy to control your message with multi-level access privileges for managers, analysts, and employees. Approve posts manually or automate approvals through our sophisticated rule engine. When you use our scheduling tool, social media easily becomes part of your company’s normal workflow.


Maintain Compliance with Regulatory Mandates

Financial organizations are bound to regulations from the Securities & Exchange Commission (SEC), the Financial Industry Regulatory Authority (FINRA), the Federal Financial Institutions Examination Council (FFIEC) and more. No matter how careful, it’s impossible for your organization to safeguard all social activity against violations. You need a social media safety net.

Cafyne’s compliance engine is pre-coded with the FFIEC, FINRA, SEC rules. Choose which ones apply to your organization or upload your own corporate social media policy and specify user groups to be governed by certain policies. Get Real Time Alerts when an external post violates company or industry regulations.

Archive all Records

Archiving your company’s social activity is more than a formality. It’s a requirement according to industry regulations FINRA 10-06, FINRA 11-39 and SEC Rule 17a-4. Cafyne automatically archives all social media records for easy retrieval. 

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Financial Services: Be Smart
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See how compliance efforts can pay dividends