Adding value: Four ways archiving can boost adviser business

Financial firms have made extensive use of email and social media archiving to ease compliance with regulatory, privacy and e-discovery requirements.  Most of these compliance activities are defensive, undertaken to avoid penalties and maintain audit trails. As these technologies are more widely adopted, it is clear they can also be used proactively to strengthen businesses and create opportunity. Strategic use of comprehensive communications archives can help financial adviser firms better understand the impact of their communications, analyse data for business insights, and be re...