SAN FRANCISCO – Mar. 8, 2016 – Smarsh^®, the leading provider of hosted archiving solutions for compliance and e-discovery, today announced it is extending the capabilities of the new Salesforce Financial Services Cloud with The Archiving Platform® from Smarsh.

The Archiving Platform from Smarsh enables Financial Services Cloud customers to extend their recordkeeping, compliance and e-discovery initiatives to the communications channels within the Salesforce Customer Success platform, including Salesforce Chatter and email sent through Salesforce Sales Cloud, Marketing Cloud email marketing and the Pardot business-to-business marketing automation solution. Content is retained and available for review next to a customer’s other communications channels in one consolidated, comprehensive archiving platform. This enables financial services compliance professionals to meet their FINRA and SEC compliance obligations related to the retention and oversight of electronic communications.

Financial Services Cloud is generally available for purchase today, empowering advisors to build deeper, 1-to-1 client relationships, be more productive, and engage more holistically with clients anywhere and on any device.

“By archiving Salesforce communications intelligently, a number of advantages are introduced to the compliance process,” said David Ambrose, Director of Channel Sales at Smarsh. “Many financial services firms we speak to would like to take advantage of the increased collaboration and communication that Salesforce enables while maintaining a world-class system to meet regulatory obligations. Smarsh preserves archived Salesforce content in The Archiving Platform in a search-ready state, so it’s available for review and production to support compliance and e-discovery requirements.”

"The future is here, and it's advice, not administrative tasks. Salesforce is transforming the advisor-client relationship for the digital age," said Simon Mulcahy, GM of Financial Services, Salesforce. "Smarsh is supporting Salesforce in its mission to deliver a new era through proactive, personalized and goal-based collaborative advice."

About Salesforce Financial Services Cloud

Salesforce Financial Services Cloud is transforming the client-advisor relationship by empowering advisors to build deeper, 1-to-1 relationships with clients; enabling advisors to spend less time on administrative tasks and more time focusing on investors; and allowing advisors to engage more comprehensively with clients and their households.

Additional Resources

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