Meet Your New AI Compliance Assistant
Compliance teams are under growing pressure to review an increasing number of communications across multiple channels, all with the same limited resources. Manual review is time-consuming and expensive, and real risks can easily slip through the cracks.
As digital communications continue to multiply, many teams try to keep up by adding more people to the process. But with flat budgets and rising workloads, that approach doesn’t scale.
It’s time for a more innovative solution.
Why it matters
For small and mid-sized financial services firms, staying compliant with communication regulations is critical but increasingly complex. As message volumes grow and regulatory scrutiny intensifies, traditional manual review methods fall short. Introducing AI to modernize workflows helps level the playing field by analyzing content quickly, flagging real risks faster, and much more. This enables lean compliance teams to work more efficiently, stay ahead of potential issues, and meet regulatory expectations without stretching limited budgets.
Smarter compliance starts with Smarsh AI Assistant
Manual review is one of the most time-consuming aspects of communications compliance. For users of Professional Archive, the hours spent reviewing emails, chats, and messages across multiple platforms can overwhelm even the most efficient teams. Smarsh AI Assistant is here to change that.
Purpose-built for financial services, AI Assistant acts as your always-on compliance partner – summarizing lengthy messages, intelligently flagging potential risks, and helping your team prioritize what really matters – all at the click of a button. Accelerating repetitive tasks frees reviewers to focus on higher-value work that drives real business outcomes.
AI Assistant uses advanced generative AI to streamline search, surface critical risks, and reduce manual workloads across your electronic communications channels. It even includes real-time translation across key languages, helping you identify risks in global communications without the usual friction.
Built on over a decade of AI and machine learning innovation, AI Assistant leverages the proven models behind our Enterprise Conduct solution. Now, firms of any size can access enterprise-grade risk detection capabilities directly within the existing workflow of Professional Archive.
What you can do with Smarsh AI Assistant
- Cut through the clutter
Stop reading every word. The AI Assistant instantly summarizes long messages, allowing you to spot patterns, understand intent, and make faster decisions. - Translate risk in key languages
Need a translation or transcription? Just ask. AI Assistant handles over 100 languages, so you can review global communications without breaking stride. - Spot what matters
No more keyword guessing. The AI Assistant highlights risks in context, using behavioral signals from trusted compliance models so you can focus on what matters. - Dismiss false positives faster
Not everything flagged is a real issue. AI Assistant helps you quickly spot and skip false positives, saving time and energy for actual risks. - Work smarter, not harder
AI Assistant is built into your existing workflow with a clean, intuitive interface. No steep learning curves — just faster reviews, better insights, and less busy work.
What’s next?
Smarsh AI Assistant launches later in 2025, and now is the time to prepare. If you're already using Professional Archive, you’re just a few steps away from transforming your compliance workflows with built-in AI.
Talk to our experts and explore a high-level demo to see how AI Assistant surfaces real risks, reduces manual reviews, and helps your team move faster with greater confidence. Ahead of launch, our team can walk you through setup, customization options, and best practices to align the AI Assistant with your review process.
Whether you're running lean or scaling fast, the AI Assistant is built to grow with your business. Ready to take compliance from tedious to strategic?
Explore what’s ahead and connect with a Smarsh expert to schedule your pre-launch demo today.
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Scalable for organizations of all sizes, the Smarsh platform provides customers with compliance built on confidence. It enables them to strategically future-proof as new communication channels are adopted, and to realize more insight and value from the data in their archive. Customers strengthen their compliance and e-discovery initiatives and benefit from the productive use of email, social media, mobile/text messaging, instant messaging and collaboration, web, and voice channels.
Smarsh serves a global client base that spans the top banks in North America and Europe, along with leading brokerage firms, insurers, and registered investment advisors. Smarsh also enables state and local government agencies to meet their public records and e-discovery requirements. For more information, visit www.smarsh.com.
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