Use YouTube with confidence

More and more businesses are realizing the value of connecting with clients via social media. Video marketing is one of the most powerful tools for financial advisors. According to HubSpot, 4 times as many customers would rather watch a video about a product or service than read about it. YouTube is the preeminent platform for this media. In 2019, PEW Research Center found that YouTube users outnumber those of any other social media platform in the U.S. with 73% of U.S. adults using the platform. However, without the right solution in place to govern its usage, social media puts organizations at risk of data loss, breach, and noncompliance with regulatory mandates. Smarsh reduces these compliance and security risks to help employees communicate with confidence.

Smarsh capture and archiving solutions for YouTube enable:

  • Comprehensive compliance: Smarsh captures YouTube data in near real-time—including messages, photos, files and videos. All content can be sent to the Smarsh Enterprise Archive for quick search and display, making supervision and reconciliation functions more efficient. Content is preserved in context to help meet SEC, FINRA, MiFID II and other regulatory mandates.

  • Monitoring and protection of YouTube’s content: All content can be inspected to prevent leakage of sensitive information, suspicious behavior and / or abusive language. With certain deployments, administrators can set up alerts to flag keywords across messages and in-file text to pinpoint any violations.
  • Automatic archiving and fast, effective supervision and e-discovery: YouTube content is captured in its native format along with metadata to provide a complete view of activities. Content, metadata and activities can then be retained in the Enterprise Archive – or any archive, app, or data lake of your choice for easy and efficient supervision and e-discovery.
  • End-to-end security: Whether data is in transit or at rest.

Key Features

API driven Capture

Direct source capture

Smarsh captures YouTube content directly through an API integration. Content is retained in its native format with chain of custody preserved.

Message threading, attachments, and context

All messages are retained in full context including files, images and videos. Message threading displays conversations as they originally happened for ease of and more powerful review.

Profile enablement

Social profiles can be enabled for an individual or whole organization. These profiles include user acceptance status updates.
Identity Integrations

Identity management

Smarsh supports an automated provisioning workflow using directory synchronization services and identity management tools.
Approve use of any device

Any device, location or network

Social conversations are captured regardless of a user’s device, location or network. Employees can continue to work on the go while maintaining compliance.

Powerful search

All messages are automatically indexed for speedy retrieval. Users can search for YouTube content based on user, date range, keywords or content tagged to specific cases, events or topics.

Advanced capabilities

Advanced capabilities - including in-stream feature access controls, in-stream moderation, in-stream real time DLP/blocking and policy alerts - are available with certain deployments.

Smarsh or external archive support

Retain YouTube communications in the Smarsh Enterprise Archive – an immutable and context-aware data store – or any other archive, application or data lake. Smarsh Enterprise Conduct and Smarsh Enterprise Discovery solutions are available for optimized supervision and e-discovery, respectively.