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.

Case Studies

Showing 22 Smarsh Customer Success Stories

Risk Mitigation & Future Proofing for Small to Medium-Sized Organizations: Benton County Employs Smarsh Archiving

Benton County

CUNA Brokerage Services Chooses Smarsh to Stay Ahead of Risk

CUNA Brokerage Services

Melissa Haberstich

Surveillance and Reporting Compliance Manager

Endurance Wealth moves from Global Relay to Smarsh

Endurance Wealth Management

Tom Gardner

Chief Compliance Officer

Essex National Securities Selects Smarsh for Smarter Archiving

Essex National Securities

Garth Howard

Chief Information Officer

Kenmar Olympia Group Cuts IT Costs and Simplifies Compliance with Smarsh Email Archiving

Kenmar Olympia

Frank Coloccia

Senior Vice President & Chief Technology Officer

Smarsh Helps Lee County Vistor and Convention Bureau Meet Open Government Laws

Lee County Visitor and Convention Bureau

Laura Chmielewski

Director of Marketing and Communications, Lee County VCB

Lucien, Stirling & Gray Chooses Smarsh for Reliable Archiving

Lucien, Stirling & Gray Advisory Group

Walter Wilson

Executive Vice President of Operations

McLaughlin Ryder Saves Time with the Smarsh Professional Archive

McLaughlin Ryder Investments

Michelle Glicklin

Responsible for Compliance Initiatives

Northstar Financial Uses Smarsh to Stay Connected to What Matters Most — Customers

Northstar Financial Companies

Julia Randall

Advisor and Chief Compliance Officer

Improving Collaboration for a Nationwide Sales Team

NorthStar Realty Securities, LLC

Trey Killingsworth

Vice President of Strategic Accounts

Ohio National Broker-Dealer Leads the Way on Social Media, Strengthens Compliance Initiatives

Ohio National Equity Sales Company (ONESCO)

Lonny Elfenbein

Compliance Consultant

PFG Technology Team Has Time To Innovate Thanks To Smarsh

PFG Technology

Ron Lutz

IT Director

Point West Credit Union Uses the Smarsh Web Archive for Compliance Peace of Mind

Point West

Steve Pagenstecher

Vice President of Member Experience

Republic Relies on Smarsh for Convenient Compliance

Republic

Maxwell R. Rich

Deputy General Counsel and Chief Compliance Officer

Schanna Financial Saves Time with Smarsh Customer Success

Schanna Financial

Jeff Schanna

President and Chief Executive Officer

Searcy Financial Equips Its Advisors With Entreda’s Cybersecurity Software

Searcy Financial

Jessica Maldonado

Vice President Searcy Financial Services

Web Archiving Ends the “Screenshot Era” for the Seattle Humane Society

Seattle Humane

Dave Gray

IT Manager

Securities America Enlists Smarsh to Make Social Media, Email Compliance More Efficient

Securities America

Janet Hill

Deputy Director of Sales Supervision Operations

Securities America Taps Smarsh Professional Services to Reduce Electronic Communication Compliance Review by 8,000 Messages Per Day

Securities America

Janet Hill

Deputy Director of Sales Supervision Operations

Standard Life Investments Improves Collaboration With Salesforce1 Chatter,™ While Smarsh Ensures Compliance Peace Of Mind

Standard Life Investments

Trail Ridge Wealth Management Ensures Compliance and Cybersecurity Peace of Mind with Smarsh and Entreda

Trail Ridge Wealth Management

Mark Kerwood

Chief Financial Officer & Investment Strategist

ValMark Chooses Smarsh to Archive for Compliance and E-Discovery

Valmark

Lynn Goebel

Chief Compliance Officer

No matching case studies

Featured Companies

Iteron

9 Case Studies

InsideOut Creative

28 Case Studies

Agentnoon

3 Case Studies