Case Study: Blueprint Financial Strategies streamlines web, email, and social media archiving with MirrorWeb

Blueprint Financial Strategies - Customer Case Study

Blueprint Financial Strategies, led by Owner & Chief Compliance Officer Tim Pierson, needed a better archiving solution after moving from a broker-dealer to launching his own RIA firm. The vendor recommended by his compliance consultant underperformed, especially in web and social media archiving, and couldn’t capture the content Tim needed right away.

MirrorWeb provided an all-in-one archiving solution for web, email, and social media, with documentation and support that helped Blueprint make a quick decision. After opening conversations in December and signing in January, Blueprint reported fantastic service, stronger capture of dynamic web content, and the ability to separate company pages from personal social accounts, helping protect private information.

Blueprint Financial Strategies

Tim Pierson

Owner & Chief Compliance Officer