The Symphony network continues to gain popularity within the financial services industry, as firms of all sizes look to collaborate more securely. The Archiving Platform from Smarsh features enhanced archiving and supervision support for Symphony communications, for compliance and e-discovery initiatives.
Archive, search and produce Symphony content
The Archiving Platform from Smarsh archives content directly from Symphony’s secure collaboration and workflow platform in its native format, so data retains its original appearance. From The Archiving Platform, users can easily search and assess a threaded conversation in context, with its unique characteristics preserved.
“I run a lean, client-focused organization, so I rely on technology. We have a one-person compliance department, and I wanted a solution that would limit her time spent on supervision to no more than an hour each week. Smarsh offered us a tool that made a vast field of data easily searchable.”
Heron Financial Group | Wealth Advisors, a New York-based registered investment advisory firm (RIA), caters to client families with $1–10 million in investable assets. Heron doubled assets over the last two years by effectively utilizing social media including LinkedIn, Facebook, Twitter and YouTube to enhance a targeted marketing effort.
- David Edwards, Founder and President, Heron Financial