Archive intel

Join John O’Connell of The Oasis Group & Larry Shumbres of @aiArchiveIntel for a practical conversation on how modern #wealthmanagement firms are using #AI, LLMs, data lakes, and agents to turn compliance from burden to business enabler. Register here: register.gotowebinar.com/register/27073…

@Fintech_Global’s RegTech 100 list recognizes leading fintech companies that make regulation and compliance easier — and this year, Archive Intel has made the list! 🎉 It’s an honor to be recognized among industry-leading innovators. See the full list: hubs.li/Q03XH5Ns0

Compliance can be complex. Archive Intel helps your firm navigate with ease. The platform is compliance, uncomplicated. Learn more at hubs.li/Q03WHZWC0

Read our latest blog for more insight on how to mind the gap at your firm: archiveintel.com/thought-leader…

Watch your step. Off-channel risk is easy to miss. Archive Intel captures business texting on personal phones without extra devices or apps. Book a demo today. hubs.li/Q03WvcX20

Evaluating a new compliance tech vendor? Before you sign anything, make sure you’re asking the right questions. We’ve compiled a checklist of 13 key questions to help compliance officers assess platform fit, regulatory alignment, and long-term risk. hubs.li/Q03V5sD00

Missed our demo at Advise AI? We have you covered. This demo covers how Archive Intel: 👉 Schedules random reviews to meet SEC guidelines 👉 Escalates high-risk client communications for compliance review 👉 Reduces false flags by 99% via contextual AI hubs.li/Q03TS8th0

With @SIFMA formally urging @SECGov to update Rules 17a-4 and 204-2, the conversation around what firms should retain is gaining momentum. We break down what’s in the proposal, what’s at stake, and what questions compliance leaders should be asking. 🔍 hubs.li/Q03SWx5q0

Learn more at archiveintel.com

Second phones are a pain. Manual uploads are a risk. Most text archiving solutions disrupt workflows and miss key conversations. Built for compliance. Designed for real-world use. ✔️ Works across iPhone, Android, WhatsApp ✔️ No second phone or invasive apps ✔️ $35/user/month

The only thing spookier than a haunted house? Getting an audit request… and realizing your data lives in five places with six surprise fees. Archive Intel offers one platform for all channels, with zero hidden fees. Because your compliance process shouldn’t give you nightmares.

Advise AI brought together advisors and industry leaders to explore the role of AI in wealth management. Our CEO took the stage and shared how Archive Intel combines the worlds of artificial intelligence and compliance.

Are you at Advise AI this year? We love to meet you! Join us on Wednesday, October 29 at 1:20pm for the AI Tech Demos where CEO & Founder Larry Shumbres will show off the latest applications of AI in compliance. Plus, we'll be at Booth #35 all week to chat in more depth.

Join us at the National Society of Compliance Professionals conference to talk smarter archiving for modern compliance. If you're looking to cut review time, reduce risk, or modernize your archiving system, stop by Booth #3 or schedule time to connect. hubs.li/Q03Qhx1f0

🍁 Don’t fall into these common compliance traps: ❌ Paying fees to access your own data ❌ Manually reviewing every message ❌ Scrambling to meet audits 🍂 Archive Intel helps firms stay ahead with: ✅ $0 data access fees ✅ AI-powered review ✅ Instant audit-ready reports

Sound familiar? Archive Intel's AI Marketing Review ends the endless email chain. One system. One flow. Audit-ready from the first draft. 👋 Goodbye back-and-forth. Hello compliance velocity. Learn more: hubs.li/Q03PMTD50

What’s the real difference between FINRA Rules 2210 and 4511? One governs what you say. The other governs how you store it. Together, they shape the foundation of compliant communication. Our latest blog breaks down what broker-dealers need to know. hubs.li/Q03P2c_50

Archive Intel just closed a $6.3M Series A to accelerate how regulated firms manage marketing and communications compliance. Citywire RIA's coverage highlights what this really means in practice. Read the full article: hubs.li/Q03Mqvnd0

Heading to #RIAEdgeLA? We're proud sponsors of the CTO Think Tank, an exclusive gathering of technology leaders at some of the top RIAs.

Startup Archive Intel raises $6.3m in Series A round citywire.com/ria/news/start…