LoginSchedule demoLoginSchedule demoGovernance is how you say yes to this safely. The reason to say yes at all is that your advisors are the most credible channel your firm has.
Monitored and non-monitored staff run in the same product – the reps under supervision and everyone else. Advocacy and governance in one platform, not two, and one record of what happened.
Ingestion is near-real-time, and each canonical event is stored unmodified – including content a rep later edits or deletes.
Your lexicons evaluate content against the terms you define, and for monitored users a post can be held for supervisor approval before it publishes – reviewed by a person, then released. Edits are re-evaluated, so a later change cannot slip past monitoring.
Catching a problem before it is public beats finding it in an archive afterwards. That is the difference between a program and a paper trail.
We don't ask you to rip out your archive. Pipe every captured artifact into the system your audit and legal teams already know.
Push captured activity to Global Relay using the same archive your firm already runs for other comms channels. No new workflows for your internal surveillance team.
Connector docs →
An archive is only worth what it can prove. Independent attestation, per-customer encryption, bounded recovery when a token lapses, and live visibility into whether capture is actually keeping up.
The numbers below are advocacy program scale. Governance & Risk runs on the same platform, for the same people.
