Actiance app now on iPhone

Actiance has announced the availability of the Socialite Engage mobile app for the iPhone. “Like many financial companies we are seeing a huge uptick in the use of mobile devices by our advisors as well as their use of social networks to connect with customers,” says Kelly Hoffman, marketing manager at Janney Montgomery Scott. “And we’re concerned about governance. The Socialite Engage mobile app combines the functionality and security of Socialite with a purpose built mobile app to allow advisors to stay connected with their clients anywhere, anytime.”

“Evidence from our social customers, such as Janney and CIBC WoodGundy, reveal social media to be one of the best ways to find new customers, build and nurture those relationships, and to build your personal brand,” comments Sarah Carter, general manager of social business at Actiance. “It’s clear that the use of social while mobile is much higher and our mobile app is proving a clear winner in increasing productivity and engagement, while meeting all the regulatory requirements our clients encounter.”

Key features of the app include: Native iOS mobile app with intuitive functionality for easy adoption; Ability to browse, manage and engage with an aggregated news feed from Facebook, LinkedIn and Twitter connections; Select and share pre-approved material from a content library; Create personalised messaging and share according to granular pre-approval rules; Crowdsourcing capabilities to show high performing content; Push notifications when social contacts engage with content or posts.

    Share Story:

Recent Stories


Creating value together: Strategic partnerships in the age of GCCs
As Global Capability Centres reshape the financial services landscape, one question stands out: how do leading banks balance in-house innovation with strategic partnerships to drive real transformation?

Data trust in the AI era: Building customer confidence through responsible banking
In the second episode of FStech’s three-part video podcast series sponsored by HCLTech, Sudip Lahiri, Executive Vice President & Head of Financial Services for Europe & UKI at HCLTech examines the critical relationship between data trust, transparency, and responsible AI implementation in financial services.

Banking's GenAI evolution: Beyond the hype, building the future
In the first episode of a three-part video podcast series sponsored by HCLTech, Sudip Lahiri, Executive Vice President & Head of Financial Services for Europe & UKI at HCLTech explores how financial institutions can navigate the transformative potential of Generative AI while building lasting foundations for innovation.

Beyond compliance: Building unshakeable operational resilience in financial services
In today's rapidly evolving financial landscape, operational resilience has become a critical focus for institutions worldwide. As regulatory requirements grow more complex and cyber threats, particularly ransomware, become increasingly sophisticated, financial services providers must adapt and strengthen their defences. The intersection of compliance, technology, and security presents both challenges and opportunities.