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How Smarsh AI and APIs Turn Compliance Chaos into Confidence

06/26/2025by Tom Padgett

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Smarter compliance, less chaos with Smarsh AI and APIs

We get it. The pressure is on. Regulatory demands are increasing, communications data is proliferating, and AI is rapidly transforming business. You may wonder how to stay compliant while using generative AI to boost your team's productivity. How can you quickly adopt AI without increasing risk? And how can you access clean data for your AI projects?

These are important questions! Which is why the latest Smarsh platform innovations — including trusted AI and APIs — are vital for organizations like yours. We’re not just adding features; we’re solving real problems that help you keep pace with innovation.

AI is transforming how the world's largest financial institutions operate, and Smarsh is proud to lead them into this new era. These innovations give organizations the ability to meet their regulatory obligations and gain actionable insights — all while using AI to bring clarity to compliance chaos.

Why it matters

As an executive, you need solutions that not only keep you compliant but also help you extract real business value from your digital communications. The latest innovations from Smarsh help transform data chaos into compliance confidence, providing actionable insights and the agility to meet evolving regulatory demands. Whether you’re integrating AI to your workflows or streamlining data management, Smarsh is helping financial organizations like yours work smarter, not harder.

Here is a quick recap of what's new:

Smarsh Capture meets Microsoft 365 Copilot

Generative AI is increasing productivity and changing the way we work. But for regulated industries, it’s not just about speed — it’s about safety and compliance. Smarsh Capture now integrates seamlessly with Microsoft 365 Copilot. This integration provides your compliance teams with powerful new tools to manage AI-driven conversations across the web, Microsoft Teams, and chat agents. Every prompt, file, and response is securely saved — no more worries about tampering or lost context. Plus, Smarsh Capture automates policy enforcement, ensuring that your AI-generated interactions are audit-ready and compliant with regulatory standards. Imagine uncovering hidden trends and spotting behavioral patterns across your organization, all while maintaining data security and compliance.

"Our collaboration with Smarsh ensures that organizations in highly regulated sectors can harness the full power of Microsoft 365 Copilot while maintaining the highest standards of governance, transparency, and compliance. Together we are enabling secure, responsible AI adoption at scale."

-- Dan Stevenson, General Manager, Microsoft 365 Copilot Extensibility Ecosystem

Want to deploy Microsoft 365 Copilot compliantly? Read more in this blog: Navigating Microsoft 365 Copilot Regulatory Compliance Requirements in Financial Services: A Guide

APIs: The secret sauce for your data access needs

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Forget manual data processes. The latest generation of Smarsh APIs lets you connect and synchronize data effortlessly across your legal, compliance, and case management systems. APIs provide a scalable foundation for end-to-end discovery and regulatory compliance. The result? Less risk, less manual work, and faster insights — so your team can focus on what matters.

Want to get more business value from your data? Check out this helpful blog: How APIs unlock AI and Data Innovation

More API news! Collaborating with Exterro, Relativity, and FTI Consulting, Smarsh is bringing even more speed, precision, and control to the discovery process through secure, API-driven integrations.

Want to save days on your discovery? Get more insights into this exciting announcement: Streamlining Discovery: How Smarsh, Exterro, Relativity, and FTI Consulting Are Connecting the Dots

Intelligent Agent: AI that thinks like a compliance analyst

Smarsh Intelligent Agent is a breakthrough in AI-driven compliance. Developed in partnership with leading financial institutions, Intelligent Agent emulates the real-world review process of a seasoned Level 1 Compliance Analyst. Compliance teams can reduce review workloads by up to 50% or more thanks to advanced contextual filtering and multilingual risk detection. Built for compliance, it handles misspellings, avoids hallucinations, and keeps your data secure. Expect to see this available later in 2025.

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Want to accelerate your efficiency? Learn more with this blog post: Boost Compliance with AI: Meet Smarsh Intelligent Agent

Bring it all together with the Smarsh Platform

Smarsh also announced major advancements to its industry-leading, intelligent Smarsh Platform. The Smarsh Platform is not just elastic; it’s also secure and renowned for surpassing older systems in data handling. What's changed? These innovations bring more integration, flexibility, and access to your data — all designed for your AI and business innovation needs. Think about it this way: they bring you closer to your data and make it easier to analyze, import, export and gain insights from it. With these changes, you can simplify compliance, gain valuable time, and put AI to work for you.

Ready to streamline your data management? Learn more about the Smarsh Platform.

So, how will you innovate?

With Smarsh, you’re not just meeting regulatory requirements — you’re setting the standard for responsible and efficient oversight. It’s time to embrace the future of financial compliance, enhanced by AI   and APIs that support you.

If you’re already using Smarsh, great! You’re close to optimizing your compliance workflows. If you’re not, what are you waiting for? Now’s the time to see how these innovations can help your organization stay ahead — and keep your team focused on what matters most.

Let’s chat. Connect with a Smarsh expert today!

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Tom Padgett
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Smarsh Blog

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