Embrace text messaging responsibly. Smarsh enables your organization to stay compliant and respond to texts in real time from any mobile device or network. Messages are indexed, policy-checked and retained in a search-ready state within a single comprehensive archiving platform, which reduces risk and keeps you ready to respond to discovery events.
“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