Teams is the workplace. Every business conversation inside it is a record.
Microsoft Teams has replaced email as the primary internal communication tool at many financial firms. When those conversations reference client accounts, investment decisions, or business activities, they fall under SEC and FINRA recordkeeping requirements.
Archive Intel captures all covered Teams communications including channels, private chats, call recordings, and files. It routes them through contextual AI review so supervision teams focus on what actually matters.
Every Teams communication type. Fully captured.
From a team channel discussion to a private chat with a client, Archive Intel captures all covered Microsoft Teams communications from supervised advisor accounts.
All messages and thread replies in public and private Teams channels involving supervised advisors.
All private chat conversations between supervised advisors and clients, prospects, or colleagues.
Teams call recordings and AI transcripts from supervised advisor meetings, archived automatically.
Files shared in Teams channels and chats, including version history for shared documents.
Message edits and deletions captured in full, including the original content and timestamps.
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.