Guide

How to Automate and Simplify Website Archiving

The ultimate website archiving guide for financial services firms

Financial services firms must maintain books and records to meet their supervision obligations. While capturing and archiving business-related communications across approved channels like emails, calls, and social media is a standard practice, the importance of archiving a firm's website is often overlooked.

In this guide, you’ll learn:

  • The significance of archiving your firm's web content as records
  • Best practices for website archiving
  • How to simplify website archiving to streamline compliance

Get the guide to take the next step to streamline website archiving.

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