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Patricia Elias Named CSG Chief People and Places Officer

CSG

CSG® (NASDAQ: CSGS) today announced the appointment of Patricia Elias as the company’s new Chief People and Places Officer. A people-oriented, global business leader, she brings a proven track-record of driving innovation, integrity and impact that will help CSG harness the power and collective talents of its more than 4,800 global employees. “As CSG continues to evolve, we are thrilled to have Patricia’s rich experience developing people strategies to help drive our growth and industry leadership,” CSG CEO Brian Shepherd said. “She is an impressive leader who has proven she can excite, inspire, develop and lead a global team.” “People and culture are at the heart of everything we do. Staying true to our values while accelerating our strategic growth and transformation will enable us to build an even more inclusive, innovative, and agile CSG,” Shepherd added. Elias joins CSG from ServiceSource International, where she served on the executive team as their chief legal and people officer, providing oversight of global human resources, legal, and compliance. “I’m excited to join CSG and a leadership team that recognizes the impact a growth mindset and inclusive culture can have on business success,” Elias said. “I look forward to sharing my passion for fostering equitable, employee-centric programs to create an even more meaningful, intentional, and diverse employee experience at this dynamic company.” Elias began her career practicing corporate and securities law and later served as corporate counsel for ViaWest and Flextronics. Combining her legal experience and enthusiasm for learning, she also served three years as a lecturer of business law and public policy at the University of Denver’s Daniels College of Business. She holds a J.D. from Georgetown University and a B.A. in Psychology from Duke University. # # # About CSG For more than 35 years, CSG has simplified the complexity of business, delivering innovative customer engagement solutions that help companies acquire, monetize, engage and retain customers. Operating across more than 120 countries worldwide, CSG manages billions of critical customer interactions annually, and its award-winning suite of software and services allow companies across dozens of industries to tackle their biggest business challenges and thrive in an ever-changing marketplace. CSG is the trusted provider for driving digital innovation for hundreds of leading global brands, including Airtel Africa, América Móvil, AT&T, Charter Communications, Comcast, DISH, Formula 1, Hutchison 3 Indonesia, Inmarsat, Mastercard, Maximus, Mediacom, Microsoft, Mobily, MTN, New Leaf, State of California, TalkTalk and Telstra. To learn more, visit our website at csgi.com and connect with us on LinkedIn and Twitter. Copyright © 2021 CSG Systems International, Inc. and/or its affiliates (“CSG”). All rights reserved. CSG® is a registered trademark of CSG Systems International, Inc. All third-party trademarks, service marks, and/or product names which are referenced in this document are the property of their respective owners, and all rights therein are reserved. Contact Details CSG Media Relations Brad Jones +1 303-200-3001 brad.jones@csgi.com CSG Investor Relations John Rea +1 (210) 687 4409 john.rea@csgi.com Company Website https://www.csgi.com

March 01, 2021 06:00 AM Mountain Standard Time

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Tech2 Selects Comodo Advanced End Point Protection to Provide Exceptional Cybersecurity Protection Services to Its Customers

Comodo

Tech2 Solutions, based in Italy, chose to implement Comodo Dragon Platform and Advanced Endpoint Protection (AEP) in order to provide exceptional service to its partners and customers. Using Comodo AEP they are now able to handle modern threats with less effort and more confidence, in addition to having a complete view of endpoints and networks across all of their customers with an affordable and efficient solution. Tech2 Evaluated many alternative solutions, before deciding to choose Comodo as their provider. Tech2 made the choice to start providing MSP model service to its customers, small, medium, and enterprise size, so choosing Comodo was the best solution, because of Comodo’s market-leading technology for supporting cybersecurity service partners. “The reason we chose to implement Comodo’s solution is that it is the best-of-breed. In Italy, that means price vs features without losing efficiency.” Said Cristiano Cafferata, Partner. “working with Comodo improved the service we provide for our customers. It’s amazing, we used to need 30 days to be able to handle everything but now it’s a 100% complete solution.” “Using Comodo provides better protection for our customers with more effective control of the full perimeter of the customer, and we spend less into patching equals more time to make other productive stuff” Cristiano continues. Comodo’s zero-trust policy isproviding Tech2 customers better protection by assessing the security of all files and detecting more hazards than any other solution. The Dragon platform with Advanced Endpoint Protection, is a complete cloud-native framework that delivers a zero-trust architecture to protect and defend endpoints. Its patent-pending auto containment technology has active breach protection that neutralizes ransomware, malware, and cyber-attacks. The auto containment runs an unknown executable in a kernel API virtualized mode, thereby offering attack surface reduction (ASR) which neutralizes ransomware attacks. The Dragon Platform also utilizes a Default Deny security posture with Default Allow usability to provide the most comprehensive protection against zero-day threats while having no impact on end-user experience or workflows. About Tech2 Italy Tech 2 is a company formed by technicians with many years of experience in different hardware and software environments, experts in operating systems, networking, and software development. The company mainly uses internal resources for the design, implementation, and assistance of IT solutions and can make use of a network of collaborators with trusted skills and experience. We are Microsoft Certified Partner and Sonicwall Gold Partner, testifying the importance we place on the technical preparation of our collaborators. We can provide our services in total outsourcing or we can integrate with the customer's structure. For more information visit http://www.tech2.it/index.php About Comodo Comodo is the world’s leader of next-generation open source cybersecurity, with the industry’s most disruptive innovations. We help customers stop breaches with groundbreaking auto containment technology that neutralizes ransomware, malware and cyber-attacks. Our complete cloud-native framework delivers a zero-trust architecture with active breach protection for the most comprehensive defense against zero-day threats. Comodo’s cybersecurity products maximize intelligent sharing between every component of the platform, therefore providing superior security. We are the only company that analyzes and gives a trusted verdict for 100% of files on a network. Comodo leverages innovation to celebrate and support the cybersecurity community by offering the very first open source endpoint detection and response (EDR). We believe that an open source model using community-powered collaboration will ensure that every organization has access to the industry’s most sophisticated EDR. Headquartered in Clifton NJ, Comodo’s global development team and threat intelligence laboratories deliver innovative, category leading, security solutions for thousands of companies’ endpoints, network boundaries, and internal networks. For more information visit https://www.comodo.com/ Contact Details Carolyn Muzyka +1 973-859-4000 carolyn.muzyka@comodo.com Company Website http://www.comodo.com

March 01, 2021 08:00 AM Eastern Standard Time

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Cloud Conventions 2021 – The Premier Telecom/Cloud Channel Virtual Event Returns Live May 12-14

Convey Services

Cloud Conventions 2021 will open its 2nd annual virtual conference and tradeshow on May 12-14 offering a unique experience for channel professionals in the telecom/cloud, hosted voice, connectivity, IT and managed services and mobility industries. Co-sponsored by media partner, TR Publications and managed by the MCI Group, this premier industry event redefines the attendee and exhibitor experience for a virtual event with industry and business content, discussions opportunities, networking and strategy sessions, along with more ways to connect individually with peers and exhibitors. “Channel Strategies to Navigate the ‘New Normal’ is the focus of Cloud Conventions 2021,” said Carolyn Bradfield, CEO of Convey Services, founding partner of the event. “We teamed with the MCI Group as our event management partner and TR Publications and their related media to build on the success of our Cloud Conventions 2020 event expanding offerings and audience. Our experience delivering dozens of virtual tradeshows, conferences, summits, and kick-off meetings for our clients has taught us how to design an virtual expo avoiding the pitfalls of events that fail to create an engaging experience for attendees and deliver sales leads to exhibitors and sponsors." "Cloud Conventions 2021 has the potential to bring together one of the largest audiences of channel partners, MSPs, VARs, IT service providers and carriers for an unparalleled virtual event,” said Doug Green, publisher of TR Publications. “Strategies to deliver cloud solutions, connectivity, mobility and managed services are evolving, along with the business models of channel organizations that provide them to business customers. Cloud Conventions 2021 brings together resources, thought leaders, technology and business solutions to ensure that the channel has the tools to thrive in this rapidly changing landscape.” “Managing Cloud Conventions 2021 opens up a vast new market opportunity for the MCI Group,” said James Kelley Director of Business Development, Virtual Events at MCI USA. “Our team has partnered with Convey and their Cloud Conventions virtual event platform to deliver large virtual tradeshows and conferences for the past year. We offer added value to a show like this through marketing and our event management experience and support for exhibitors and sponsors. The MCI Group is committed to growing the Cloud Conventions 2021 event and returning in the spring of 2022 with an even larger live and hybrid industry expo.” In May of last year, the Cloud Conventions 2020 event attracted thousands of attendees over 4 days, with industry sponsors, social engagement and networking, and 78 educational sessions to help channel partners develop pathways to get business back on track and help their customers pivot to a digital work environment in the face of the pandemic. The 2021 virtual event will help channel partners navigate the ‘new normal’ by offering connections to colleagues and providers, powerful educational sessions, along with strategies to stay personally and professionally resilient, agile, and informed. Attendance at Cloud Conventions 2021 is free to qualified industry professionals. Past attendees will receive an invitation to pre-register. New attendees and potential exhibitors can sign up at www.cloudconventions2021.com. The Cloud Conventions 2021 conference and expo is hosted and managed on the industry leading Cloud Conventions virtual event platform, powered by Convey Services. About Telecom Reseller TR Publications reports on UC, UCaaS, CPaaS, mobility, telehealth, SD-WAN, direct routing, collaboration are among the many topics covered. Written for both buyer and seller, IT director and channel leader, TR’s qualified readers include enterprise end users, channel partners, MSPs, CLECs. Content includes news, blogs, podcasts, Educasts, and webinars. TR reaches 25,000 readers daily by eBulletin, 80,000 readers every weekend with their Sunday Report, and 1,900 people daily online. www.telecomreseller.com. About MCI Group MCI is a global engagement and marketing agency. We design human-centric solutions that unleash the power of people to deliver innovation and growth for our clients. Our offering includes live & virtual events, strategic & digital communications, consulting & community solutions. We help brands, companies, associations and not-for-profits solve their challenges, bringing their people together to shape their tomorrow. MCI is an independently owned company headquartered in Geneva, Switzerland, with a global presence in 60 offices across 31 countries. www.mci-group.com About Cloud Conventions Cloud Conventions is a Virtual Trade Show and Conference Platform from Convey Services that brings new capabilities to a marketplace looking for solutions to replace the thousands of live trade shows, annual conferences and association meetings cancelled in the wake of COVID-19. Originally launched as ConveyLive, Cloud Conventions automates exhibitors and virtual booths, attendee registration, speaker sessions and reminders, invitations and email communication, while at the same time producing detailed analytics on attendee, session and exhibitor activity. Trade Associations and event managers can explore all of the Cloud Conventions solutions by visiting https://cloudconventions.com or contacting info@cloudconventions.com or call 888-975-1382. Cloud Conventions™, Community™, Cloud Kickoffs™, Conduct™, One-Touch Email Share™, Hub & Spoke™, 360° Virtual Exhibit Hall & Lobby Experience™ and ListLock™ are trademarks of Convey Services LLC Contact Details Convey Services Bruce Ahern +1 770-580-0810 bahern@conveyservices.com Company Website https://cloudconventions.com

February 26, 2021 02:30 PM Eastern Standard Time

Survey Reveals Permanent Changes in Behavior and Expectations Beyond COVID-19 Vaccine Rollout

Metova Inc.

Metova, a leading provider of custom software solutions for mobile, web, connected home and car, and Internet of Things (IoT) for the private and public sector today announced the results of their latest blind survey of over 1000 people in the United States regarding behavior, trends and expectations beyond the COVID-19 vaccine rollout. Notably, “curbside pickup” led the way as the “most helpful thing” during COVID-19, outpacing video calling, online video streaming, telemedicine and mobile food and grocery services. In addition, of those who plan on getting the COVID-19 vaccine, 64% will avoid staying in a hotel, casino or resort for the remainder of 2021 if given the option. A notable, positive finding of the survey: “Quality Family Time” leads by nearly 2 to 1 in “positive life events that came out of the pandemic” – outpacing new hobbies, skills, personal fitness and home improvements. For a freely reusable infographic summarizing Metova’s Winter 2021 Post-Vaccine COVID-19 Survey, visit: https://metova.com/infographic-expectations-beyond-covid-19/ “At Metova in our work with telehealth, mobile tech, smart home and connected technologies for the hotel and hospitality industry, it’s essential we understand the quickly evolving sentiment and preferences of our clients' customers,” said Jonathan Sasse, chief strategy officer at Metova. "COVID-19 has accelerated and in many cases truly disrupted consumer preferences and behavior, and it’s essential for industries to understand these changes in order to best serve their customers.” Metova’s Winter 2021 Post-Vaccine COVID-19 Survey: “Curbside Pickup” lead the way as the “most helpful thing” during COVID-19, outpacing video calling, online video streaming, telemedicine and mobile food and grocery services “Quality Family Time” leads the way by nearly 2 to 1 in positive life events that came out of the pandemic, outpacing new hobbies, skills, personal fitness and home improvements 86% of people working from home due to COVID-19 want to continue working from home after getting the vaccine 64% after receiving the COVID-19 vaccine, if given the option, will avoid staying in a hotel, casino or resort for the remainder of 2021 1 in 4 say they won’t get the COVID-19 vaccine because they don’t think it is safe Additional Metova technology and culture sentiment surveys include: Telehealth, Contact Tracing and COVID-19, Working From Home Due to COVID-19, Internet of Things, Mobile First, the Connected Car and Smartphones and Healthcare. For a a summary of Metova 2020 survey findings, please visit: https://metova.com/metova-industry-intelligence-survey-findings-of-2020/ ABOUT METOVA Founded in 2006, with a belief that mobile would be even more transformative than the internet, Metova set out to build innovative mobile applications while also creating a great place for people to work. Today, Metova continues to build on its success by retaining world-class talent and helping companies transform their business through technology. After identifying customer needs, informed through industry-trusted surveys and analysis, Metova defines and builds the experiences customers expect, aligned with business goals to streamline workflows and increase revenues – while delighting customers and disrupting industries. Contact Details Metova Anders Steele +1 323-909-2341 anders.steele@metova.com Company Website https://metova.com

February 26, 2021 09:29 AM Eastern Standard Time

Infographic: Permanent Changes in Behavior and Expectations Beyond COVID-19 Vaccine Rollout

Metova Inc.

Contact Details Metova Anders Steele +1 323-909-2341 anders.steele@metova.com Company Website https://metova.com/infographic-expectations-beyond-covid-19/

February 26, 2021 09:19 AM Eastern Standard Time

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Comodo launches SOCaaP (Security-Operations-Center-as-a-Platform), empowering MSPs/MSSPs/ISPs to ramp up recurring revenue from Cybersecurity managed services with zero up-front cost

Comodo

Comodo, the global leader of next-generation Cybersecurity technology, today announced the release of the world’s first security operations center (SOC)-as-a-Platform ( SOCaaP ), revolutionizing the cybersecurity market for service providers. This one-of-a-kind platform enables any service provider (MSPs, MSSPs, ISPs, Telcos, etc.) to offer Cybersecurity as a billable managed service to their customers and dramatically ramp up their recurring revenue base. The Platform brings unique benefits for service providers and their customers by integrating endpoint, network, and cloud security (correlating events from both the endpoint and network) and offering white-labeled co-managed threat detection and response services. SOCaaP launches with Connectwise integration to automate customer onboarding while ingesting security logs into SOCaaP Integrated cloud-native Security Information and Event Management (SIEM) solution. SOCaaP can be deployed into leading PSA products with just a few clicks – deployment is simple and instant. Key features of SOCaaP include: Complete integration with Comodo's Cloud-Native Cybersecurity Platform with Patented Auto-Containment™ technology, which stops breaches that cannot even be detected. Built-in cloud connectors that integrate with cloud services such as Office 365, Azure, and Google Workspace (formerly G-Suite) to extend visibility over cloud assets and workloads A single pane of glass combining all security service operations, customer onboarding status, actionable alerts, and escalations into a single dashboard A cloud-based, multi-tenant next-generation security information and event monitoring platform (SIEM) for MSPs including a powerful event correlation engine Moreover, SOCaap comes with an industry-first "Pay per use" or “pay in arrears” model, which means that service providers face zero upfront cost and only pay for what use. Melih Abdulhayoglu, Comodo’s CEO, says "We want every service provider to experience how this can help them ramp up their revenues by exceeding the cybersecurity needs of their customers and do it with absolutely no up-front cost or investment.” SOCaap requires no commitments, just a simple month-by-month subscription that includes the option to switch it off at any time. MSPs can white-label this solution to match their own brand to exponentially increase their value proposition for customers and their profitability.” Learn more about SOCapp: https://comodo.com/socaap About Comodo Comodo is the world’s leader of next-generation open source cybersecurity, with the industry’s most disruptive innovations. We help customers stop breaches with groundbreaking auto containment technology that neutralizes ransomware, malware and cyber-attacks. Our complete cloud-native framework delivers a zero-trust architecture with active breach protection for the most comprehensive defense against zero-day threats. Comodo’s cybersecurity products maximize intelligent sharing between every component of the platform, therefore providing superior security. We are the only company that analyzes and gives a trusted verdict for 100% of files on a network. Comodo leverages innovation to celebrate and support the cybersecurity community by offering the very first open source endpoint detection and response (EDR). We believe that an open source model using community-powered collaboration will ensure that every organization has access to the industry’s most sophisticated EDR. Headquartered in Clifton NJ, Comodo’s global development team and threat intelligence laboratories deliver innovative, category leading, security solutions for thousands of companies’ endpoints, network boundaries, and internal networks. For more information visit https://www.comodo.com/ Contact Details Kobi Meir +1 888-551-1531 kobi.benmeir@comodo.com Company Website http://www.comodo.com

February 26, 2021 08:00 AM Eastern Standard Time

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Rechat Launches Innovative Mobile Platform to Empower Real Estate Agents and Brokerages to Work Anytime, Anywhere

Rechat

Rechat, the real estate technology company that’s optimizing the way agents and brokerages do business from the palm of their hand, today announced the launch of its digital platform, designed to empower on-the-go real estate professionals and brokerages to maximize efficiencies from lead to close, wherever they are. Unlike anything currently available, Rechat is the first platform to offer intuitive, fully integrated tools that add unlimited value to an agent’s or a brokerage's brand. Founded by PropTech veteran and software engineer Shayan Hamidi, Rechat is built by real estate professionals for real estate professionals. The 360-degree solution was designed to address the challenges Hamidi experienced first-hand when he created and operated a tech-enabled real estate brokerage, and can be used by individual agents or as a one-stop-shop and white-labeled solution for brokerages. “The pandemic has changed the way real estate agents work, and this new easy-to-use platform empowers them to manage their contacts and relationships, market themselves and their listings, and actually close transactions -- all in a single app,” said Rechat’s CEO Hamidi. “Agents simply sign-up and instantly gain access to a fully-integrated platform that was designed with real estate professionals’ needs in mind, enabling them to build their own personal brands from the palm of their hands.” Featuring an integrated MLS system, marketing and social engagement management, sales flow automation and more, Rechat gives users freedom to do what they do best without spending countless hours figuring out the “how.” Rechat empowers agents and brokerages to provide a full suite of services from a single, intuitive mobile app: market listings, connect with other real estate professionals, and elevate their personal brands. “Rechat’s fully integrated digital platform and app have been game changers for us,” says Robbie Briggs, President and CEO of Briggs Freeman Sotheby’s International Realty in North Texas. “Rechat allows our team to stay connected at every point in the sales process and exceed client expectations, even when we’re not always face-to-face -- for example, during the pandemic. The fact that our agents can customize workflows and build personal brands using these tools has directly translated into increased impressions and traffic, causing a positive network effect that has put us light-years ahead of where we had planned to be by 2021.” At launch, Rechat’s renowned customers include multiple Sotheby’s International Realty affiliates, Douglas Elliman Real Estate and a series of independent brokerages nationwide. The company has raised nearly $6 million and grew its subscriber base by over 900 percent in 2020. In addition, Rechat recently brought on two industry heavyweights, Director of Sales Jay Stifolter, formerly Director of Sales at Realtor.com, and Chief Integration Officer Kevin Smith, a serial entrepreneur with multiple successful exits who was formerly the Acting CIO of Yahoo! and the Vice President of Technology at Broadcast.com. With aggressive growth projected in 2021, Rechat’s advanced platform, combined with its dedication to personalized customer service, allows any brokerage or agent to remain ahead of the industry as it ebbs and flows. For more information on Rechat and to set up a demo, visit www.rechat.com or download the app in the Apple App Store. About Rechat Rechat is an innovative mobile and desktop platform that empowers busy, on-the-go real estate agents and brokers to do business anytime, anywhere. Founded in 2015 by PropTech veteran and software engineer Shayan Hamidi, Rechat is the first platform to offer simple and intuitive fully-integrated tools that any agent or broker can use to maximize their workflow from lead to close. The platform is a 360-degree solution designed to address the pain points of real estate professionals, including managing contacts and relationships, targeting and marketing listings, working with other agents and brokers, building personal brands, closing transactions on the go and more. Rechat is an easy-to-use one-stop shop for busy individual agents and a white-labeled solution for brokerages. Visit https://rechat.com Contact Details April Margulies +1 347-870-9402 rechat@trustrelations.agency Company Website https://rechat.com/

February 25, 2021 08:00 AM Eastern Standard Time

VinBrain reaches final round of global competition "COVID-19 Pandemic Response Challenge"

Media Outreach

The VinBrain team in the US has reached the final round of the Pandemic Response Challenge held by XPRIZE and Cognizant. This competition, which has prize money of $500,000, aims to harness the power of data and artificial intelligence to predict COVID-19 infection rates, and propose Intervention Plans for governments, communities and regional institutions to control COVID-19 Pandemic when reopening the economy. HANOI, VIETNAM - Media OutReach - 24 February 2021 - The Pandemic Response Challenge co-organised by XPRIZE and Cognizant was launched in November 2020. Participating teams will develop models based on artificial intelligence to make recommendations to achieve the goal of reopening society safely and limit negative impacts on the economy while minimising the SARS-CoV-2 virus outbreak. Based on the jury's independent assessment of the AI prediction of the COVID-19 trend and the infection patterns of the participating teams, the jury selected 48 teams from 17 countries for the final round out of a total of 104 teams from 28 countries in the semi-finals. Thanks to the guidance by Mr. Mudit Jain -- the Deputy General Director of VinBrain Product Development in the United States, the Vinteam team has developed a solution applying artificial intelligence to the accurate diagnosis of COVID-19 infections and provides intervention options. The infection patterns vary by country and territory. As a result, interventions may work in one country or territory but be less effective in another. Members of VinBrain in the US have come up with an extensive solution to this problem by developing the region-specific AI models to predict the COVID-19 infection time series in those regions. The Vinteam developed this solution based on a classical epidemic model called the SEIR model, which was then expanded to integrate with artificial intelligence to turn it into a dynamic model. In order to train its AI models, the team uses available features/data such as demographics, medical infrastructure, and economic indicators. A special feature used by Vinteam is Google Maps mobile metrics collected from worldwide Android phones in an anonymous and secure way, measuring the movements of people in public areas such as parks, hospitals, workplaces, grocery stores, stations, airports, etc. Another unique feature used by Vinteam is Google's COVID-19 infection trend data which is aggregated anonymously and contains popular COVID-19 Symptom-Related Google Searches. The jury selected Vinteam for the final round based on the accuracy of the AI models and its ability to easily interpret the predictions of the solution. In addition, this approach can be used for any future pandemic response model. Mr. Amir Banifatemi, General Manager for Innovation and Growth, said: "We aim to maximise the power of collaboration, competition and innovation to accelerate possible solutions for COVID-19 and future pandemics. The competition has shown encouraging results in a very short time, reflecting the application of artificial intelligence to the society." The Pandemic Response Challenge is sponsored by XPRIZE, which designs and operates incentive competitions to solve humanity's grand challenges, in partnership with Cognizant, which is considered one of 15 iconic companies in the US, operating extensively in the field of information technology, developing business processes and consulting cooperation for some of the most successful units worldwide. The organisers also hope the competition will promote the use of artificial intelligence and data in tackling other humanitarian challenges. The competition's results will be announced at the end of February 2021. About VinBrain VinBrain is an AI-focused company funded by VinGroup and its mission is to infuse AI and IoT to medicine. VinBrain aims to provide access to the best healthcare solutions, knowledge, and services. VinBrain is made up of a team of talented AI professionals with world-class experience. Their expertise are in the fields of computer vision, machine learning, language processing and large scale products and services. VinBrain's AI experts work in teams despite living in many different countries including Việt Nam, Australia, South Korea and the United States. About XPRIZE XPRIZE is a non-profit organization, the global leader in designing and launching incentive competitions to solve humanity's grand challenges. Active competitions include the $20 Million NRG COSIA Carbon XPRIZE, $10 Million XPRIZE Rainforest, $10 Million ANA Avatar XPRIZE, the $5 Million IBM Watson AI XPRIZE, $5 Million XPRIZE Rapid Reskilling, and $500K Pandemic Response Challenge. Contact Details VinGroup Media Contact +84 24 3974 9999 v.chidqd@vingroup.net

February 24, 2021 08:00 AM Eastern Standard Time

AdvisorVault Revolutionizes 17a-4 Archiving for Small FINRA firms

AdvisorVault

AdvisorVault’s new features are a game changer for small FINRA firms who want to use the cloud but are worried about 17a-4. With their unique consolidated platform AdvisorVault now combines email and electronic records archiving to give centralized access to data stored in the cloud. “This changes everything for small firms because now they can take advantage of services like Office 365 and G Suite and AdvisorVault will seamlessly plug into the cloud and act as their 17a-4 D3P, making the cloud instantly compliant for them. “ Said Allan Lonz, President of AdvisorVault, “Our direct cloud connector supports all major cloud platforms and will archive electronic records as well as emails for full retention and supervision,” Added Lonz. AdvisorVault continually adds new features to its cloud archiving platform to make sure small firms have a one stop D3P for everything. Some key features of AdvisorVault’s cloud archiving platform: Direct Cloud Connector AdvisorVault’s remote archiving software connects directly into all popular cloud services such as Office 365, OneDrive, SharePoint, Dropbox, and the Google Suite. Also, AdvisorVault instantly captures full data sets from the cloud. This means firms can restore everything including office docs in their native format, full Office 365 and Gmail accounts with contacts and calendars, as well as all data stored in SharePoint sites with access to records saved in personal or group/team drives. Automatic Detection of New Cloud Data AdvisorVault’s software automatically detects new cloud data sets as they are created. For example, as a firm adds new users in Office 365, SharePoint, or OneDrive sites, its automatically added to our 17a-4 archive. This applies to G Suite as well where user accounts are frequently added including their personal or team drives. With our automatic detection, compliance officers don’t need to notify us every time new employees are added to the cloud. Electronic Records Retention AdvisorVault applies a 7-year blanket retention rule to ALL customer data relating to their business. This simplifies the whole data archiving retention process because with this policy firms don’t need to separate different data types then try to apply a unique retention policy to each set, which is impossible to maintain, especially for a small firm without an IT dept. Downloading and Data Retention At the end of the day, the reason AdvisorVault acts as the D3P for its customers is to help them maintain access to their archived electronic records or emails when needed. AdvisorVault includes a secure Web portal for customers to access their 17a-4 data archive. Lastly, we retain cloud data for customers that have been removed and keep them in our 17a-4 archive for 7 yrs. Keeping electronic records from users that have been removed from the cloud will also help with compliance since old employee data is often requested during audits. About AdvisorVault AdvisorVault is the only D3P that has designed their software to help small FINRA firms archive cloud data to meet 17a-4. Focusing on solving this unique problem, our consolidated solution gives firms one vendor to help them satisfy today's demands surrounding data archiving and supervision. We have created a centralized archiving option that captures data and emails no matter where they are stored - in-house or in the cloud: total peace of mind - out of the box. Contact Details AdvisorVault Allan Lonz +1 416-985-0310 alonz@advisorvault.org Company Website https://www.advisorvault.org

February 24, 2021 06:05 AM Eastern Standard Time

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