8x8 business communications are regulated records.
Financial advisors who use 8x8 for client communication, including SMS, team messaging, or calls, are operating on a regulated channel. Every business communication falls under SEC and FINRA recordkeeping requirements.
Archive Intel integrates with 8x8 to capture all covered communications from supervised advisor accounts, apply contextual AI review, and deliver records in exam-ready format.
SMS, team messages, and calls. All archived.
Archive Intel captures all covered 8x8 communications from supervised advisor accounts and delivers them to your archive in regulator-ready format.
All business SMS and MMS messages sent and received by supervised advisors through 8x8.
Team messaging channels and direct messages involving supervised advisors.
Call recordings and transcripts from supervised advisor 8x8 accounts, archived automatically after each call.
Voicemail messages and transcripts from supervised advisor 8x8 accounts.
8x8 Video Meetings recordings and in-meeting chat from supervised advisor accounts.
All private LinkedIn conversations, captured with full thread context, metadata, and every attachment. Exactly as sent.
InMail and Sales Navigator outreach sent and received by supervised advisors. Prospecting counts. The same rules apply.
Every public post and article published by supervised advisors, including reshared content where the advisor has added commentary.
Comments and reply threads involving supervised advisors, including reactions. A comment exchange can carry as much compliance risk as a direct message.
Profile changes logged with before-and-after records. Headlines and summaries describing investment philosophy are regulated communications under FINRA Rule 2210.