Smarsh B2B Case Studies & Customer Successes

Smarsh® delivers cloud-based comprehensive archiving solutions for the information-driven enterprise. Smarsh's centralized platform provides a unified compliance and e-discovery workflow across the entire range of digital communications, including email, public and enterprise social media, websites, instant messaging and mobile messaging. Founded in 2001, Smarsh helps more than 20,000 organizations meet regulatory compliance, e-discovery and record retention requirements. The company is headquartered in Portland, Oregon with offices in New York City, Atlanta, Boston, Los Angeles and London.

Featured Companies

Smarsh B2B Case Studies & Customer Successes

Case Studies

Ameritas achieves streamlined compliance and operational agility with Smarsh

Benton County achieves compliance, faster search, and future-proofed archiving with Smarsh

CUNA Brokerage Services achieves efficient, future-proof archiving and faster issue resolution with Smarsh

Endurance Wealth Management achieves streamlined compliance and simplified communications supervision with Smarsh

EP Wealth Advisors achieves scalable, future-proof compliance with Smarsh

Essex National Securities achieves smarter archiving, streamlined compliance and $80K annual savings with Smarsh

Franklin Pierce Schools achieves streamlined public records compliance with Smarsh

Kenmar Olympia Group achieves lower IT costs and simplified compliance with Smarsh

Lee County Visitor and Convention Bureau achieves Pinterest compliance and expanded tourism marketing with Smarsh

Lucien, Stirling & Gray Advisory Group achieves SEC compliance and rapid email retrieval with Smarsh

McLaughlin Ryder Investments saves time and simplifies email archiving with Smarsh Professional Archive

Northstar Financial Companies achieves SEC-ready, integrated client communications with Smarsh

NorthStar Realty Securities, LLC achieves improved nationwide sales collaboration and simplified FINRA-compliant Salesforce1 Chatter archiving with Smarsh

Ohio National Equity Sales Company (ONESCO) achieves compliant social media adoption and stronger oversight with Smarsh

PFG Technology frees time to innovate with Smarsh Professional Archive

Point West Credit Union achieves regulatory compliance and peace of mind with Smarsh Web Archive

Republic achieves streamlined, time-saving compliance with Smarsh Professional Archive

Schanna Financial achieves up to an hour of daily time savings with Smarsh Customer Success

Searcy Financial achieves real-time cybersecurity monitoring and automated remediation with Smarsh

Seattle Humane protects digital assets and ends the "screenshot era" with Smarsh Web Archive

Securities America achieves 8,000-message-per-day reduction in electronic communication compliance reviews with Smarsh Professional Services

Securities America achieves faster, more efficient social media and email compliance with Smarsh

Standard Life Investments achieves global collaboration and regulatory compliance with Smarsh Professional Archive

Trail Ridge Wealth Management achieves compliance confidence and cybersecurity peace of mind with Smarsh and Entreda

ValMark achieves reliable compliance and streamlined e-discovery with Smarsh

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