Often Imitated, Never Duplicated: Why More Organizations Choose Smarsh

by Smarsh

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Smarsh expertise guides customers through the complexities of managing digital communications data to meet regulatory requirements.

As regulators like the SEC and FINRA continuously update regulations related to the recordkeeping and supervision of digital communications data, many firms find themselves stuck using multiple solutions to manage the various communication channels their employees use to conduct business. These solutions are not only inefficient – they’re expensive. And, with regulators not showing any signs of slowing down on enforcing costly penalties for compliance violations, having a reliable partner by your side is essential. That’s where Smarsh comes in.

With over two decades of experience assisting 95% of the world’s top financial organizations, Smarsh offers a comprehensive compliance solution: Professional Archive. Designed to help firms like yours capture, archive, and supervise their digital communications data, Professional Archive also makes it easy to search and export data as needed for audits or legal events.  

Why it matters

Successful organizations require an archive solution backed by deep industry expertise to ensure simple, accurate, and effective compliance workflows. The last thing you need is to lay awake at night worrying whether your capture and archive capabilities are up to the challenge of helping you adhere to your compliance policies across all communication channels, including email, mobile, social media, collaboration tools, video calls, and more.

Enable regulatory compliance with innovation, not compromise

Can your compliance staff easily capture, archive, and monitor communications with full contextual details of the conversation? Our best-in-class solutions capture content in full context, including comments, attachments, or even emojis. Archived content is then stored in its original format rather than flattened to email like other archives so reviewers can easily understand the full context of conversations.

Communication channels have expanded significantly since online communication applications became mainstream. As the communications technology landscape has advanced over the past two decades, we continue to focus on solutions that serve the needs of our financial services clients and partners. Today, we continue to expand our solutions for capturing and managing a wide range of communication channels to ensure regulatory compliance.

Smarsh continually adds support for new communication channels and simplifies how you can search, find, and export your data when needed. Unlike our competitors, we also offer best-in-class support and self-service data export options.

Don't just take our word for it

A recent Forrester Economic Impact Study commissioned by Smarsh found the following risk-adjusted present value quantified benefits for a composite financial services organization that chose Smarsh:

• Reduced communications data archiving costs by 25%
• Improved data capture efficiencies worth $40 million in cost savings over three years
• Uncovered cost savings of $2.3 million through decommissioning legacy on-premises tools

Professional Archive is not just another digital archiving solution. Our proven compliance platform empowers firms of all sizes to make compliance easier and eliminate blind spots to mitigate risk with innovative search, retrieval, and reporting dashboards.

Additionally, features like Echo Cancellation for Gold and Platinum level customers allow you to intelligently filter redundant email replies, or “echoes,” to minimize false positives and reduce email review queues by as much as 10%.

We continue to expand our offerings to meet the needs of our customers with pay-as-you-go financing and no locked-in contracts. Unbundled channel and platform options simplify your purchase process, provide more value, and deliver a better purchase experience. Pay only for what you need and avoid hidden fees.

Achieve seamless regulatory compliance with robust capture, archiving and supervision technology

For ultimate success, your archive needs advanced capabilities now with a future-focused strategy roadmap to manage whatever the future may bring. We can guide you through rough regulatory waters to ensure your firm avoids fines and stays compliant with confidence.

Smarsh is honored to be named in the 2025 Gartner® Magic Quadrant™ as a Leader for Digital Communications Governance and Archiving Solutions.

See the benefits of using Professional Archive today! 

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