Case Study: Goldsmith Agio Helms (private investment banking firm) achieves rapid SEC email compliance with Intradyn's Email Archiving Solution

Private Investment Banking Firm Utilizes Intradyn’s Archiving Solution

Goldsmith Agio Helms, a preeminent private investment banking firm with about 100 employees and offices across the U.S. and London, faced SEC/NASD email‑retention and eDiscovery challenges on its Microsoft Exchange system—specifically the need to retain all customer‑related email for seven years and enable immediate retrieval. After reviewing enterprise solutions, the firm engaged Intradyn and trialed the Email Archiving Solution™ (later adopting a mountable version and ultimately upgrading to the RazorSafe appliance) to meet those regulatory and long‑term storage needs.

Intradyn delivered a turnkey Email Archiving Solution™ that continuously captured mailboxes, simplified compliance and search, and required minimal maintenance; Goldsmith Agio Helms reported achieving full email compliance in under 10 minutes, avoided higher costs and complex installs associated with larger vendors, and maintained Intradyn’s solution for more than nine years (later moving to RazorSafe), ensuring seven‑year retention, faster eDiscovery and lower operational overhead.

Goldsmith Agio Helms

Christopher T. Ferski

IT Director