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

CUNA Brokerage Services Chooses Smarsh to Stay Ahead of Risk

CUNA Brokerage Services, a broker‑dealer serving the credit union industry, needed a modern, scalable archiving solution to keep pace with emerging technologies and meet evolving regulatory requirements. After evaluating several vendors, they selected Smarsh for its user‑friendly Professional Archive, competitive pricing and strong reputation for performance and service.

Smarsh was implemented in three months and delivered automated indexing, policy checking and retention across email and social channels, with an intuitive interface that required minimal training. The result: faster, more efficient reviews, reliable issue resolution from the Smarsh account team, and confidence that the platform can scale to support new communication channels as CUNA Brokerage Services grows.

CUNA Brokerage Services

Melissa Haberstich

Surveillance and Reporting Compliance Manager