Case Study: Ameritas achieves streamlined compliance and operational agility with Smarsh

Ameritas Stays Ahead of Change with Smarsh

Ameritas, a financial services firm serving more than 6.2 million customers with roughly 2,600 employees, faced the challenge of keeping pace with two decades of shifting communication channels, internal roles and technology while meeting strict books-and-records obligations. The firm needed to capture and supervise every business communication—email, text, social, encrypted mobile messaging, instant messaging, video calls and AI-generated content—to stay compliant and audit-ready.

Since 2010 Ameritas has expanded its use of Smarsh from email archiving to a unified Professional Archive that now captures Microsoft Teams, Slack, X, MyRepChat texting and more. The platform’s review queues, policy engine, reporting dashboards and audit trails streamlined supervision, reduced risk and increased operational efficiency, leaving Ameritas more nimble, confident in audits and prepared for future channels and AI integrations.

Ameritas

Ann Dohmen

Lead Practice Management Consultant