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What is Smarsh?

Smarsh is an AI-first, cloud-native communications intelligence platform designed for highly regulated environments. It captures, preserves, and analyzes communications data across voice, video, email, mobile, chat, and digital collaboration tools. The platform supports compliance with regulations such as SEC, FINRA, MiFID II, and FCA. AI-driven surveillance proactively detects risks like insider trading, market manipulation, and behavioral misconduct. Centralized archiving preserves data in native formats to ensure legal defensibility. Advanced search and analytics surface insights buried within billions of messages. Smarsh accelerates eDiscovery by providing fast, targeted access to communications data. Its open API architecture enables seamless integration across compliance, legal, and IT workflows. Hyperscalable cloud infrastructure supports enterprise-grade deployments with ease. Multi-layered security ensures encryption both in transit and at rest. The platform serves enterprises, financial firms, and public sector organizations. Smarsh empowers organizations to reduce risk, maintain compliance, and unlock value from their communications data.

What is Commcise?

A high-quality user interface, like a mobile application, enables rapid and secure development for asset managers, ensuring better compliance with MiFID II and related regulations. This innovative platform not only streamlines compliance with MiFID II but also features an in-house robotic process automation (RPA) system. It adeptly accommodates various client types, including CSA/RCA and non-CSA asset management clients, while covering the entire CSA lifecycle. By eliminating manual processes, it establishes a thorough audit trail and significantly enhances operational efficiency. Automated data checks and workflows ensure that client interactions are consistent, meticulously reviewed, valued, and approved. Furthermore, it equips Investment Managers with tools to refine their processes for funding and valuing research services by providing a cohesive integrated platform. For those utilizing a custodial aggregator or considering it, there has historically been no alternative to a comprehensive platform that merges technology and service to manage the entire program, from reconciliation to payments—until now. This new solution not only optimizes operations but also greatly elevates compliance standards and boosts overall efficiency for asset management practices. The introduction of this all-inclusive platform marks a significant advancement in the industry, allowing firms to navigate regulatory challenges with greater confidence.

Media

Media

Integrations Supported

Constant Contact
Facebook
Google Workspace
Intulse
LinkedIn
Microsoft Exchange
Microsoft OneDrive
Microsoft Outlook
Microsoft SharePoint
Microsoft Teams
Moxo
MyRepChat
Salesforce
Salesforce Marketing Cloud Account Engagement
Skype
Slack
Squarespace
Vimeo
X (Twitter)
Zoom Chat

Integrations Supported

API Availability

API Availability

Pricing Information

Pricing not provided

Pricing Information

Pricing not provided

Supported Platforms

SaaS

Supported Platforms

SaaS

Customer Service / Support

Standard Support
Web-Based Support

Customer Service / Support

Web-Based Support

Training Options

Documentation Hub
Webinars
Online Training
On-Site Training

Training Options

Not specified

Company Facts

Organization Name

Smarsh

Date Founded

2002

Company Location

United States

Company Website

www.smarsh.com

Company Facts

Organization Name

Commcise

Date Founded

2013

Company Location

United Kingdom

Company Website

commcise.com

Categories and Features

Archiving

Not specified

Call Recording

Not specified

Cyber Risk Management

Not specified

eDiscovery

Case Analytics
Compliance Management
Discussion Threads
Document Indexing
Document Tracking
Full Text Extraction
Keyword Search
Metadata Extraction
Topic Clustering

Email Archiving

Access Control
Data Export
Encryption
Retention Management
eDiscovery

File Archiving

Not specified

RegTech

Not specified

Categories and Features

Commission

Not specified

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