Purpose-Built Compliance for Growing Financial Firms

Unified, simple AI technology designed to help firms, banks and trusts reduce noise in their communications data, surface real risks and stay audit-ready.

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Compliance peace of mind, built in

Stay ahead of regulatory change and emerging communication trends. Our built-in capture, supervision, and export capabilities help you manage compliance with confidence so you can focus on what you do best: growing your business.

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Capture it all

Securely capture every communication in its original format — from widely used tools like text, email, voice, websites, and social to emerging data sources including AI-driven apps — for complete oversight and robust compliance.

Archive without limits

Gain the freedom to retain and retrieve communications as needed without extra fees. Use intuitive, real-time dashboards to track every message, action, and trend, keeping you audit-ready and always in control.

AI-powered supervision

Cut through the noise with AI to surface real, potential risks in communication — with unmatched speed and precise supervision. Find and export what you need in seconds, with built-in AI/ML technology to reduce false positives, keeping your focus on true risks.

Gain a proactive partner

Enhance your capabilities even more with AI Assistant, your cost-effective, always-on compliance partner that intelligently flags potential risks and streamlines manual review.

Get started in minutes

Work faster, smarter, and more securely. Use a powerful AI engine to create custom policies or choose from 40+ pre-built templates to automatically classify messages, flag risk indicators, and streamline reviews.

Powerful search and discovery

Find the data you need quickly with precise search. Simplify investigations and reduce the time and cost of e-discovery, including putting unlimited communications on legal hold.

Compliance and e-discovery, unified

"The Smarsh Professional Archive enhances our ability to perform searches and find what we need across email and social media, so it acts as both an e-discovery and compliance tool."

Geoffrey Moore, VP of IT at Valmark
All your communications, one powerful dashboard

"The value of Smarsh comes from its ability to capture, sort, display and export a variety of data types, from emails to tweets. It's all accessible from a centralized dashboard. Smarsh also provides excellent customer support."

Maxwell R. Rich, Esq., Deputy General Counsel and Chief Compliance Officer at Republic
Peace of mind that let’s you focus on what’s next

"Smarsh has given us peace of mind, valuable time, strategic vision, and the ability to focus on innovation."

Ron Lutz, IT Director at PFG
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Gain a trusted partner — not just software

As a 2025 Gartner® Magic Quadrant™ Leader for Digital Communications Governance and Archiving Solutions, we strive to help firms get compliance “right.” Firms that take more than a check-the-box approach to compliance and in return get peace of mind by choosing Smarsh.

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Your compliance success starts here

With Smarsh, you’re buying more than software. You’re gaining a trusted partner. Let us help you get compliance and risk management right from the start to build a foundation for long-term success. Our experts have guided thousands of businesses from the largest global banks to the smallest advisory firms in their journey to grow and scale securely

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Capture and Archive for SMBs