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Websites & Social Media Must Be Retained

The web has become a central communications channel for financial information, both for investors and broker/dealers. Electronic communication sent and received online, including websites, blogs, social media, wikis, etc., must be retained according to FINRA's guidelines:

"Websites aren't like a typical print ad, since they are constantly updated. As a result, your firm must have a way to reproduce the website as it appeared in the last three years on any given day."

- FINRA Compliance Podcast, Feb 9 2009

Iterasi's web archiving application provides you with the tools you need to harness the power of the web for your business and stay within compliance.

Social Media

More than 68% of the global population uses online member communities¹. Blogs, Twitter, Facebook and other online communities provide powerful and necessary connections between businesses and existing or potential customers.

According to FINRA guidance of January 2010, your firm is responsible and liable for employee communications on these social networks; a single misguided post from an employee can place your firm in a precarious position.

These online communications represent a huge liability for your organization.

FINRA's recently released guidance about social networking websites states clearly:

• Firms must keep records of all social media communications: "Every firm that intends to communicate, or permit its associated persons to communicate, through social media sites must first ensure that it can retain records of those communications."
• Firms must supervise their employees' communications on social media sites: "firms must supervise these interactive electronic communications under NASD Rule 3010."

Tracking, capturing and keeping records of your firm's electronic communications on social networking websites can be daunting, but Iterasi's flagship product, IterasiArchives, was built specifically to address such needs, making it easy to comply with FINRA guidelines and keep your firm safe.

IterasiArchives Capabilities

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With IterasiArchives you can regularly archive and keep records of entire websites, individual pages, blogs, Twitter messages, public Facebook pages, RSS feeds and just about anything else online. All of the archived records are browseable in the Iterasi console, which allows you to work fast and effectively.

Features Include:

• Iterasi's TrueArchive technology ensures high‐fidelity capture and storage of the webpage.
• IterasiArchives can archive entire websites, individual webpages, blog feeds, social media searches and more.
• Each archived page is indexed and searchable, enabling you to search across your entire database of archived pages.
• Tags, folders and notes allow you to organize and keep track of important records.
• Create email or PDF reports to share important records with others.

IterasiArchives Gives Additional Litigation Protection

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With IterasiArchives, you can regularly capture and archive your firm's website and other web properties, creating archives of your web communications over time. These web records help you meet your regulatory compliance goals as well as protect you from litigation by preserving accurate archives.

How is Iterasi's web archiving different than backups? Even if you keep backups of your website, you may not be able to re‐create the original website unless you also keep backups of your database and all technologies and protocols used on the site. Replaying web content from a backup is time consuming, requiring puzzle‐piecing and extra IT resources, and is often cost prohibitive in the end.

Iterasi web archives, on the other hand, are extremely simple to replay, search through, send in reports, etc. This is because an Iterasi web archive stores all the assets and code necessary to display the webpage independent from your live website, and pre‐rendered. IterasiArchives is the best way to keep records of your website without requiring additional time, money or IT burdens.

Conclusion: IterasiArchives Is All You Need

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IterasiArchives is a comprehensive, institutional‐grade product built to cover all the areas of FINRA social media guidance. All the tweets, blog posts, Facebook updates and more that come from your employees will be captured, organized and archived for easy retrieval and supervision. IterasiArchives is the only tool offering comprehensive coverage of social networking sites.