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

McLaughlin Ryder Saves Time with the Smarsh Professional Archive

McLaughlin Ryder Investments, a registered investment advisor focused on personalized, ethical financial guidance, needed a reliable way to archive and retain email communications to meet compliance requirements. Michelle Glicklin, who manages IT, operations, and compliance, found the firm’s previous archiving provider slow and frustrating—searches were cumbersome, returned a lot of junk, and customer service response times were poor.

The firm chose Smarsh Professional Archive for its strong industry reputation and comprehensive features. Smarsh consolidated email into a single, easy-to-navigate interface, reduced irrelevant search results, and delivered prompt, responsive support—cutting the time Glicklin spends on email reviews and improving overall compliance efficiency.

McLaughlin Ryder Investments

Michelle Glicklin

Responsible for Compliance Initiatives