Keep investment messages archived for compliance and review

Marketing ops in investment management risk compliance when outbound SMS/MMS go unarchived. Forward messages to the corporate email archive for searchable, time-stamped audit records.

Overview

Outbound SMS/MMS that aren't archived expose investment management firms to compliance and reporting gaps. This workflow forwards every outbound message into your corporate email archive, creating a searchable, time-stamped audit trail that streamlines audits and campaign analysis. Give marketing ops confidence that message history is preserved and accessible for regulatory review.

Notable Features

Forward outbound messages to archive
Attach sender recipient and timestamp
Store message media as searchable links