Michelle Glicklin is responsible for the compliance initiatives at the firm, including the need to archive and retain email communications. “I am the onsite IT person, and I manage the finances, operations, and compliance,” said Glicklin. “Email is such an important, vital piece of business these days – and with our previous provider, I was constantly on hold, or directed to a different person. I couldn’t get what I needed from customer service, and my searches were very slow.”
While several solutions were considered, Smarsh was chosen due to its positive industry reputation and comprehensive archiving solution. Glicklin now spends less time on her email review using the Archiving Platform. “I would get a lot of junk emails in my random searches that I would have to wipe out, and moving from one screen to the next when reviewing email was cumbersome.”
Glicklin feels she receives excellent customer service at Smarsh. “Everyone has been instantaneously responsive,” said Glicklin. “The longest I have ever been on hold with Smarsh is two minutes – meanwhile, I’m still trying to resolve outstanding problems with our previous solution and getting nowhere,” Glicklin said. With Smarsh, Glicklin can view everything in one simple screen, and ensure that junk emails are removed from her searches.
McLaughlin Ryder Investments, Inc. helps individuals and institutions achieve their financial goals, with a focus on providing expert and ethical investment advice with integrity and first– class personal service.
“The Archiving Platform is much better than what I was using with my previous provider.”
Michelle Glicklin, McLaughlin Ryder