endurance wealth moves from global relay to smarsh
TRANSCRIPT
Case Study: Endurance Wealth moves from Global Relay to Smarsh
COMPANY PROFILE Endurance Wealth Management is a Registered Investment Advisory
firm located in Providence, Rhode Island. Regulated by the Securities and Exchange Commission (SEC), the
firm must retain and supervise all electronic communications, including email and social media.
SUCCESS STORY
THE CHALLENGE Chief Compliance Officer Tom Gardner was looking for a
better solution to supervise and produce his firm’s electronic communications.
The firm’s previous archiving solution was not meeting its needs – in both search functionality and customer service.
SUCCESS STORY
SUCCESS STORY Gardner saw a demo of the Archiving Platform by Smarsh at an
industry event and was wowed by how easily he could navigate within the platform.
All data was moved from Global Relay to Smarsh without issue. Customer service with Smarsh far exceeded the level of support
Gardner felt while working with Global Relay.
SUCCESS STORY
“With Smarsh, you feel as though you’re an important
client no matter the size of your firm. It was a very different feeling than that which I got
from Global Relay.”
Tom GardnerEndurance Wealth
SUCCESS STORY
THE ARCHIVING PLATFORMEMAIL IM SOCIAL MOBILE VIDEO WEB
facebook.com/[email protected]/companies/smarsh
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