AI-first, API-driven
Built for regulated industries, Smarsh captures, stores, and monitors communications across mobile, voice, email, AI, video, chat, and more — at scale.
Surface opportunities and identify risks
Analyze your communications data to reveal emerging risks, market opportunities, and behavior patterns.
Effortless compliance
Meet SEC, FINRA, MiFID II, and FCA data retention requirements while uncovering business insights buried in billions of customer and employee messages.
Proactive risk mitigation
Use AI to detect and prevent business risks like insider trading, market manipulation, and conflicts of interest before they escalate into regulatory action.
Expedited legal discovery
Get rapid, targeted access to your communications data, streamlining discovery and enhancing case management for quicker resolution.
AI for your workforce
From non-financial misconduct to unintentional data sharing, our AI identifies risky behavior early. Protect your workforce and your reputation before issues escalate.
Multi-layered security
End-to-end encryption in transit and at rest aligns to the strictest global standards, so your communications data stays protected.
Intelligent
Actionable insights, intelligent search
Save time and money with advanced features that tag, annotate and filter content — finding up to 5x more issues that outdated technologies may have missed.
Smarter workflows, greater efficiency
Proactively surface risks, uncover critical insights and do more with your data — enhancing operational efficiencies by up to 70%.
Connected
Open API architecture, seamless integrations
Synchronize data and applications across all workflows. Integrate your compliance technology, eliminating manual tasks, reducing errors and realizing value faster.
Cloud-native data management
Oversee even the most complex unstructured communications with unmatched, hyperscalable cloud architecture — outperforming legacy systems in data ingestion, search and export.
Powerful
Do more with your data
Drive visibility across your business with industry-leading AI and insights — helping prevent risks before they happen.
Get the full picture
Capture and archive all your most critical communications data — presenting a 360-degree, reliable picture of your organization, people and customers.
Capture data, capture innovation
Safeguard your communications data to:
- Maintain native formats to preserve fidelity and legal defensibility
- Contextualize communications across voice, video, image, mobile, and digital sources
- Integrate with custom and emerging sources via open APIs
- Prepare communications data for downstream compliance, discovery, and AI analysis
Preserve value, power insight
Compliant, hyperscalable storage that:
- Preserves unstructured communications in native formats for long-term defensibility
- Intelligently tiers data based on storage classification to control costs
- Enriches data with context, tags, annotations, and privilege markers for deep search
- Automates monitoring, end-to-end reconciliation, and self-healing for retention assurance
- Scales elastically via multi-cluster compute and integrates with internal and third-party data
AI insights, in an instant
Actionable intelligence designed to:
- Analyze context, sentiment and behavioral signals beyond simple keyword detection
- Detect early indicators of misconduct, policy violations or reputational risk
- Reduce false positives by up to 95% and surface up to 5x more true issues
- Identify risks 3x faster with real-time monitoring and automated alerting
- Integrate seamlessly into compliance workflows for proactive response
AI discovery, simplified
Leverage pinpoint-accurate AI to:
- Reduce the time, cost and risk of discovery for investigations and litigations
- Streamline workflows and reduce time-to-relevance
- Cull and review with intelligent filters and context-aware search
- Automate export workflows while maintaining defensibility
- Reduce manual effort and human error in investigative processes
Scalable technology, sized to fit
Whatever your industry, scale or ambition, we’ll help you configure the ideal solution.
Enterprise
Tackle complex risk and compliance challenges easily with an extensible, intuitive cloud architecture designed to meet the needs of enterprise customers.
Small and mid-sized firms
Whether you're an asset manager, a trust company, or a bustling broker-dealer, Smarsh delivers the technology and expertise to make compliance simple.
Public sector
Streamline public records management and FOIA request processes with secure archiving, compliant communications and top-tier support.
Get the most out of Smarsh
Maximize your platform investment with tailored services from our top-rated, certified team of experts — available 24/7 to help accelerate your business goals and keep you confident.
Partner with the leader
Beyond building connections, we believe in forging partnerships you can truly build on. Whatever your ambitions, our diverse range of partner models and extensive expertise are designed to maximize your portfolio potential.
