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The Archiving Think Tank

About The Archiving Think Tank

We want this area of our website to be where conversations are started. At Patrina, our team always has so much to share, drawing from both our experience, and our daily work. Data archiving has changed considerably over the past decades, and many of us have been in this industry throughout all the technology and process advances. Our first hand overview also enables us to peer into the future, and with that vision, Patrina thought leaders can clearly anticipate what future data management needs and challenges will be. We are always seeking new ways to enhance your business, conserve your resources, and enable you to operate with the highest efficiency. It's the power of technology used best. We see the past as the foundation of today, while looking straight ahead to tomorrow. That's Patrina - and that's the essence of the conversation we will express in all our blog posts, articles and announcements. Please be part of the story and engage with us. We anticipate hearing your thoughts.

July 14, 2017

The regulators are alive and well

As we write this, the Financial Services Regulatory Authority (FINRA) has issued nearly $2 million in fines to securities investor State Street Global Markets LLC and […]
July 5, 2017

FINRA adds Patrina to its Compliance Vendor Directory

FINRA adds Patrina data management + email/social media archiving to its Compliance Vendor Directory Trusted by clients since 1993, Patrina now is even more well-credentialed. The […]
June 28, 2017

FSI Whitepaper Targets OBA Exposure

Earlier last week, the Financial Services Institute (FSI) released its white paper on outside business activities (OBAs).  FSI’s release is timely as the Financial Industry Regulatory […]
June 21, 2017

CFP Board Seeks Improvements to Ethics and Conduct

The Certified Financial Planner Board of Standards, Inc. (Board) is looking to upgrade its Standards of Professional Conduct, the ethics Bible for certified financial planners (CFP). […]
June 14, 2017

Taking Uncertainty Out of the Equation With Automatic Compliance Testing

By Colleen Corwell   US regulators have been making big investments in Big Data to accelerate exam frequency and more aggressively combat market malfeasance.[i] For instance, […]
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