at Financial Technnology Year
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Connected Capture & Archiving
from Smarsh
Unified solution for archiving, monitoring, and supervising all client-facing documentation and communications. Enables rapid e-discovery, compliance review, and supports integration with CRM and trading platforms.
Category:
Document Management Systems
in:
Client Services
Solutions for securely storing, retrieving, and managing client documents, contracts, and account paperwork with appropriate access controls.
Connected Capture & Archiving
Publicly available data, summarised using AI.
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