Maximize LinkedIn Sales Navigator, compliantly

With 74% of financial advisors using direct messaging in social media to connect and onboard customers, financial services firms realize the value of social media and want to leverage the value from LinkedIn Sales Navigator. However, without the right solution in place to govern its usage, the popularity of platforms like LinkedIn Sales Navigator 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 LinkedIn Sales Navigator 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 of for LinkedIn Sales Navigator‘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 LinkedIn Sales Navigator content captured in its native format along with metadata to provide a complete view of activities. Content, metadata and activities can then be retained in the Enterprise Archive – or any archive, app, or data lake of your choice for easy and efficient supervision and e-discovery.
  • End-to-end security: Whether data is in transit or at rest.

Key Features

API driven Capture

Direct source capture

Smarsh captures data directly from the LinkedIn Sales Navigator App via API 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.
Capturing communications in full and in context

Contextual capture

Smarsh captures all content in full conversational context for the best visibility into what happened and when. Attachments can be viewed or downloaded in context in their original form.

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 send to reviewers and/or the violator’s manager.

Powerful search

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

Profile and identity management

Smarsh supports automated directory synchronization for unified identity and profile management.

Advanced capabilities

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

Smarsh or external archive support

LinkedIn Sales Navigator 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.