Smarsh Customer Success

“Smarsh offered us a tool that
made a vast field of data easily

David Edwards

Founder and President, Heron Financial


success slider_humane

“We needed to better protect our digital
assets. The Smarsh web archiving solution
ensures we can prove what is ours.”

Rhonda Manville

VP of Marketing, Seattle Humane Society


success slider_proequities

“We definitely could not have
launched Chatter without Smarsh.”

IT Business Consultant


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Steve Pagenstecher

VP of Member Experience


“Knowing that the data is there with Smarsh,
and we don’t have to worry about it is just priceless.”


standard life investments

“Our implementation went very smoothly. Matt from Smarsh was very helpful by walking us through the process which included a pre-install call, followed up with installation instructions, and then a second call session to complete the set up. The integration has worked well for our firm.”

- Lynn Bolhuis, Vista Wealth Management


Endurance Wealth moves from Global Relay to Smarsh

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Kenmar Olympia Group Simplifies Compliance with Smarsh

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Sophisticated Supervision Tools Make the Difference

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National Broker-Dealer Leads the Way on Social Media

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“Easy to set up, even for the technology-challenged. When I had trouble a dedicated Smarsh rep guided me through the process. He had excellent knowledge of the SalesForce product and how it interacted with the Smarsh archiving app. He corrected my mistake in minutes. The compliance & technology teams are happy with the way it works — and as a result — so am I. You will be too.”

- Mark Smedley, DriveWealth

“After being a Smarsh customer for years on their email archiving platform, it was just natural to use their Chatter Archiving product. We just finished our Salesforce implementation, and am very impressed with the way the Chatter Archiving works. Implementation was completed quickly without any issues.”

- Farooz Alikhan, VP of IT, Divco West

“Social media represents an important means of communication between advisors and clients. We have been supporting our advisors’ social media needs for over two years. Undeniably, it will become even more important going forward. We selected Smarsh for the functionality provided, ease of use and commitment to support.”

- Doreen Griffith, Executive Vice President and Chief Information Officer, Securities America

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Tell us your story!

We want to hear about your Smarsh experience.