Solutions

AI Communications Archiving

Compliance without changing the way you work
Quick setup, no obligation

Your team communicates everywhere — text, email, chat, social. Regulators expect you to capture it all. Manual archiving can’t keep up.

Archive Intel automatically captures, organizes, and secures every digital conversation, across every major channel, with built-in support for BYOD and evolving compliance policies.

Empower your compliance team to focus on critical oversight, not manual busywork. You get a complete, audit-ready record with up to 85% less manual effort and 99% fewer false flags — without forcing teams to change their tools or habits.

Key Benefits

AI efficiency

Reduces manual compliance workload by up to 85%, including scheduled random reviews

Accuracy you
can trust

Reduces false flags
by up to 99% percent

All-in-one 
coverage

Archives and consolidates reporting across all major channels, including social, text, chat, email and web

BYOD support

Text whitelisting and blocklisting supports BYOD and policy adoption without added risk

Data ownership

Never pay to access your own
archived data

Pricing flexibility

Scales by users and connectors, not rigid licensing tiers

Connectors

Text Messaging

Apple iMessage / Android SMS / WhatsApp / Zoom Phone/SMS / RingCentral / MyRepChat / Telegram / WeChat

Social Media

LinkedIn / Facebook / X / Instagram / YouTube
StockTwits / TikTok* / Reddit*
* Coming soon

Online Chat/Messaging

Microsoft Teams / Slack / Zoom Chat / Bloomberg IB / LinkedIn – InMail

Email

Microsoft Outlook 365 / Google Gmail / Other Email

Bring Your Own Device

Just one quick connection, and your text messages with clients and prospects automatically sync straight from your iPhone into our secure, encrypted software. No second cell phone, multiple logins, or extra apps to use.

Personal conversations stay private. Only business texts are captured, by design. Our text message archiving software is intuitive, easy to use, and the smartest way to keep your firm compliant with the SEC and FINRA.

People sitting down talking

Stay Compliant With Confidence

Audit-ready records stored securely and accessible on demand

SOC II Type 2 certified with full audit trails and time-stamped records

Purpose-built AI for SEC and FINRA compliance with customizable channel coverage

Compliance without changing how you work
Simplify content compliance with tools built for speed and accuracy
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