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Valmark Chooses Smarsh to Archive for Compliance and E-Discovery

In choosing an archiving vendor, ValMark Securities Inc., a provider of integrated broker-dealer services for more than 100 member offices in the U.S., was looking for a best-in-class solution. “We had three primary requirements for an archiving solution,” said Lynn Goebel, ValMark’s Chief Compliance Officer. “Better monitoring and supervision capabilities, better customer service, and the ability to easily integrate social media archiving with email archiving. Smarsh met each criterion.” In addition to feeling confident in their compliance, with Smarsh, ValMark can now enable financial advisors to use the communication tools they want.