Make teamwork simple with secure, compliant collaboration

Hybrid work has changed everything. With 69% of financial services employees expected to work at least one day a week from home, firms are required to capture voice conversations, maximizing productivity and enabling a continuous workflow via messaging, meetings and calls. GoToConnect is a leading teamwork solution within this space. However, without the right solution in place to govern its usage, the popularity of platforms like GoToConnect opens enterprises up to risk. Smarsh helps reduce the risk of data loss, breach, and non-compliance with regulatory mandates so employees can communicate with confidence.

Smarsh capture and archiving solutions for GoToConnect enable:

  • Comprehensive compliance: Smarsh captures data in near real-time. All content can be sent to the Smarsh Enterprise Archive to meet FINRA, SEC, FCA, MiFID II and other regulatory mandates. The quick search and display of contextual data make supervision and reconciliation functions more efficient.
  • Monitoring and protection for GoToConnect’s content: All content can be inspected for sensitive information, suspicious behavior, and/or abusive language. With certain deployments, administrators can set near real-time alerts to flag keywords across messages and in-file text to pinpoint any violations and take appropriate action.
  • Automatic archiving and fast, effective supervision and e-discovery: All GoToConnect content captured in its native format along with metadata to provide a complete view of activities. The activity can be automatically sent to the Enterprise Archive for fast and accurate search, supervision, e-discovery, and case management. The preservation of all content in context makes for faster, more effective review.
  • End-to-end security: Whether data is in transit or at rest.

Key Features

API driven Capture

Direct source capture

Smarsh captures GoToConnect content directly from GoToConnect App via API integration connections. Content is retained in its native format with chain of custody preserved.

Message threading and attachments

All messages are captured together with files, images, and other attachments. Message threading displays conversations as they originally happened for ease of review.

Content monitoring

Policies based on lexicons and patterns can be defined to flag text and file content for review. With certain deployments, alerts can then be generated based upon keyword or phrase matches and sent to reviewers and/or the violator’s manager.

Powerful search

All messages are automatically indexed for speedy retrieval. Users can search for GoToConnect content based on user, date range, keywords, or content tagged to specific cases, events or topics.
Identity Integrations

Profile and identity management

Smarsh supports automated directory synchronization for unified identity and profile management.
Capturing communications in full and in context

Advanced capabilities

Advanced capabilities including policy alerts and remediation/redaction are available with certain deployments.

Smarsh or external archive support

GoToConnect content can be sent seamlessly to the Smarsh Enterprise Archive - an immutable and context-aware data store - or any 3rd party archive, app, or data lake of your choice. Smarsh Enterprise Conduct and Smarsh Enterprise Discovery solutions are available for optimized supervision and e-discovery, respectively.