Theta Lake Blog

Rosa Lear

Rosa Lear
Rosa Lear has nearly 20 years of experience leading corporate marketing efforts for enterprise companies across diverse industries such as SD-WAN, telecommunications, enterprise security, and payment security. Lear has been a marketing leader at companies such as VMware, Edgewater Networks (now Ribbon Communications), CyberSource, and Skybox Security.
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Recent Posts

Redefining Compliance in the Modern Workplace - A recap of 2021

Posted by Rosa Lear on Jan 24, 2022 10:00:02 AM

It is undeniable that how we communicate in the workplace has been forever changed. With over 83 percent of organizations not leveraging all the capabilities of their collaboration platforms, including Webex, Microsoft Teams, Zoom, Slack, and more. Our team has played an integral role in advancing collaboration platforms and empowering organizations to securely embrace these platforms to maintain daily business operations.    

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Topics: survey, return to work, communications

Your Agenda for Enterprise Connect 2021

Posted by Rosa Lear on Sep 21, 2021 7:15:00 AM


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Topics: video conferencing, zoom, Microsoft Teams, Event

Financial Services Compliance and Coverage for Zoom - Zoomtopia Recap

Posted by Rosa Lear on Sep 16, 2021 3:29:55 PM

If you didn’t have a chance to attend Zoomtopia this year, there’s still time to watch the sessions as all are available on-demand. Theta Lake was a sponsor of the show and is a long-time partner of Zoom, offering its users the ability to leverage every aspect of the platform and have full coverage for security and compliance across those communication channels.

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Topics: compliance, partner, data leakage, regtech, zoom, supervision

Automated content review routing: smart, tailored, Efficient

Posted by Rosa Lear on Jun 15, 2021 8:45:00 AM

A question we often hear from customers is: “How do I manage the sheer volume of content, and how do I get the right reviewers to supervise it?

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Topics: voice compliance, regtech, data loss

Dynamic Duo: Theta Lake and RingCentral Bring Digital Transformation to Attivo Group

Posted by Rosa Lear on Jun 10, 2021 5:00:00 AM

If the last 14 months have taught us anything, it is the importance of being able to pivot not only quickly, but securely. For many organizations, that requires leaning into unified communication and collaboration platforms in ways they never have before. The concept of “work from anywhere” has gained traction within the last year and organizations that have been able to embrace the concept and continue to build trusted relationships with their customers saw an increase in business because they were able to adapt. Implementing unified communication and collaboration tools was a strategic move, and as a result, organizations were able to deliver superior client experiences. In a recent webinar, “Using Theta Lake Compliance to Maximize your ROI with RingCentral,” Daniel Bridges, former CTO of Attivo Group, explains how Theta Lake and RingCentral transformed his organization and enabled him to offer a more seamless client experience.

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Topics: compliance, customer story, case study, webinar

Tupicoffs Adds Market Leading Compliance and Supervision for Zoom

Posted by Rosa Lear on Apr 14, 2021 9:35:00 AM

Serving clients for more than 50 years, Tupicoffs is Australia's leading independent financial planning practice. With the commitment to unbiased advice, Tupicoffs prides itself on delivering exceptional service with a drive for impeccable compliance.  

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Topics: customer story, case study, zoom

Webinar Series: HOW TO for Compliance and Security of Zoom, Cisco Webex, MS Teams, RingCentral, and more

Posted by Rosa Lear on Mar 24, 2021 7:30:00 AM

Compliance and security for modern collaboration platforms like Zoom, Microsoft Teams, Cisco Webex, RingCentral, Red Box, and more is critically important particularly in light of the increase in usage of these platforms. To help you navigate the complexity and demonstrate a better way of conducting compliance and risk detection within these platforms, we've created a webinar series that deep dives into various areas. This post contains our upcoming webinars that you can attend live and others that are available on-demand. Each is between 10 - 25 minutes in length. 

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Topics: compliance, security, educational

How Advisor Group Automated Its Video Conference Supervision and Audio/video Pre-review

Posted by Rosa Lear on Mar 16, 2021 9:21:48 AM

With over 10,000 registered representatives, Advisor Group is one of the largest networks of independent wealth management firms in the United States. The individual firms that comprise Advisor Group foster the spirit of entrepreneurship, and to support their success, the firm invests significant resources across the network. As part of that commitment, Advisor Group’s network of financial professionals enjoy state-of-the-art technologies, personalized service, and broad-based operational support.

When video conferencing platforms emerged as an innovative way to engage with customers, Advisor Group saw its value as an important resource for the firm’s employees and network of financial professionals. The firm adopted Zoom and quickly rolled it out. As a financial services organization Advisor Group had a regulatory obligation under Advertising Regulation FINRA Rule 2210 to review video communications to ensure they are fair, balanced, and not misleading.

Advisor Group understood the growing demand by its advisor team to leverage recorded video to better serve the clients and grow their businesses. A regulatory concern arose for the firm when Advisor Group identified that many internal employees were recording their Zoom meetings.

“As the popularity and use of video conferencing grew, we saw that people across our network were also starting to record their meetings and store the MP4 video file. This was introducing a regulatory issue that we needed to manage,” said Sean Mannello, Senior Advertising Analyst at Advisor Group.

The Compliance Team collaborated with IT to initiate a process of documenting and supervising the recordings. The initial effort was an involved, multi-step workflow that required a lot of manual, time-intensive effort uploading, downloading, and managing new recordings. From there, the compliance team had to review the recording, as well as manually document and manage the review workflow process. Collectively, the end-to-end cycle was taking upwards of 100 minutes of resource time for each video recording.

“The go-forward supervision process was a concern. We knew that the MP4 recording files were going to be huge and the amount of data would grow. The information was also going to be difficult and time consuming not only to review but also to physically handle with all of the uploads, downloads, and other required touchpoints,” said Mannello.

To find out why Advisor Group selected Theta Lake as its security and compliance partner for its modern collaboration platforms and the results of that implementation, click here. 

Download the case study

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Topics: case study

How Attivo Used Automation & AI To Detect Security & Compliance Risk

Posted by Rosa Lear on Mar 9, 2021 9:00:00 AM

Attivo Group is a collection of financial companies, providing advice and financial planning services to a large customer base. Based in the United Kingdom (UK) with offices in London, Cardiff, and Cheltenham, Attivo Group has adopted a growth-by-acquisition model with expectations of a 10-fold expansion over the next few years.

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Topics: customer story

Embrace collaboration platforms—without the risk of data loss

Posted by Rosa Lear on Feb 23, 2021 9:30:00 AM

With the mass pivot to work-from-anywhere (WFA) business models, collaboration platforms have saved the day. Their feature-rich communication capabilities made it possible for organizations across industries to transition to remote work, without skipping a beat on the communication front.

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Topics: data leakage, data loss

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Theta Lake provides security and compliance for modern collaboration platforms using frictionless partner integrations with Cisco Webex, Microsoft Teams, RingCentral, Slack, Zoom, and more. Using patented machine learning and NLP, Theta Lake detects risks in: video, voice, chat, and document content across what is shared, shown, spoken, and typed. Those risks are surfaced in an AI-assisted, patent-pending review workspace that adds consistency, efficiency, and scale for security and compliance teams. All of this enables organizations to safely realize the full ROI of a collaboration-first workplace while reducing the cost of security and compliance.

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