Case Study: RIA simplifies email and Teams archiving with MirrorWeb

RIA - Customer Case Study

RIA, a $1.4 billion AUM registered investment advisor, was frustrated with its previous archiving vendor because the platform was cumbersome and inefficient to use. The Chief Compliance Officer needed a simpler way to review and download archived data, and began looking for a new solution. MirrorWeb was considered after positive word-of-mouth and a helpful conference conversation, and the team evaluated it for email and Microsoft Teams archiving.

MirrorWeb provided an intuitive, easy-to-use archiving platform that the team quickly adopted for both email and instant messaging. RIA especially valued the automation feature that lets them review a set percentage of emails and Teams messages each month, creating a more consistent process. The service experience was also praised as highly responsive, and the customer reported being “really enjoying” the platform, with no quantitative metrics cited beyond improved efficiency and consistency.

RIA

Chris

Compliance Associate