Archive Intel

Archive Intel is an AI-powered platform for client communication archiving, record keeping, and compliance in regulated industries. It offers two main solutions: AI Communications Archiving and AI Marketing Review.

AI Communications Archiving

Automatically captures and archives text, chat, email, social media, and web content. Uses AI to reduce manual compliance workload by up to 85% and false positives by up to 99%. Supports BYOD policies for personal devices, including iMessage, Android SMS, and WhatsApp, without requiring a second phone or number.

AI Marketing Review

Helps compliance teams review marketing materials for high-risk terms, performance claims, and testimonial language to comply with SEC Marketing Rule 206(4)-1. Provides contextual suggestions that can be accepted and time-stamped within the platform. All edits, comments, and actions are archived for audit readiness.

Key Features

• Unified platform for multiple communication channels (text, email, chat, social media, web)
• AI-powered flagging and review
• On-demand reporting with full audit trails
• SOC 2 Type II certified security
• Customizable pricing by user and connector

Who It’s For

Financial advisors, RIAs, broker-dealers, and enterprise compliance teams that need to retain and supervise digital client communications.

Key Benefits

• Reduces manual compliance workload by up to 95%
• Reduces false positives by up to 99%
• Supports BYOD for iMessage, Android SMS, and WhatsApp without extra apps or numbers
• SOC 2 Type II certified