Case Study: a mid-sized NY-based investment bank achieves compliant iMessage archiving with LeapXpert

Capturing and archiving iMessage client communications for global investment bank

A mid-sized, NY-based global investment bank was challenged with capturing and archiving iMessage conversations between its bankers and clients on 800 corporate-owned devices. To comply with SEC recordkeeping requirements, it needed to integrate this popular channel into its existing compliance infrastructure. The firm selected the LeapXpert Communications Platform to enable compliant iMessage use without compromising the user experience.

LeapXpert implemented its SaaS platform, which integrated directly with iMessage and the bank's archiving solution. By leveraging managed Apple IDs for a self-onboarding process that took approximately 90 seconds per user, LeapXpert delivered a seamless, native experience for employees. The solution ensured all messages were captured and archived, resulting in strong user adoption, ensured compliance, and a low total cost of ownership for the bank.