Data Archiving for Financial Services
Retain and monitor communication channels for compliance and ediscovery
Gartner-approved financial services solutions for compliance with FINRA, SEC Rules 17a-3 and 17a-4, SOX, FCA and FFIEC.
ONE OF THE TOP-RATED DATA ARCHIVING PRODUCTS ON INDEPENDENT PLATFORMS
Archiving Solutions for Financial Industry: Social Media, SMS, Bloomberg & Email Archiving
Ensure compliance with FINRA and SEC rules
Automate the retention of electronic records and meet the requirements outlined in FINRA rules 3110, 4511, 8210, SEC Rule 17a-4 and Regulatory Notice 17-18.
Enable capture across various platforms
Centralize the retention of email, social media, text messages, calls, and chat apss like Bloomberg to solve search, retention and production challenges across the board.
Simplify compliance workflow
Customize and centralize retention schedules, prevent alteration and deletion of data, and monitor all user activities in the archive.
Optimize audits and ediscovery
Faster and more efficient data ediscovery thanks to powerful search, case management, PII redaction and audit capabilities.
Improve the speed of search and production of records
Find any information easily and export it to various formats thanks to the SLA-guaranteed, fast and easy-to-use advanced search and export features.
Improve records and user management
Create an unlimited number of user roles and manage users’ level of access to the archived data by assigning each role with unique, customizable permissions.
Jatheon is listed in the FINRA Compliance Vendor Directory.
A single data archiving, compliance and risk management solution for the financial services organizations
Jatheon’s email archiving solutions for financial services integrate with all major email providers, and can be deployed as on-premise, virtual or AWS-based systems. Emails are indexed and retained together with attachments. 20+ Advanced Search criteria to narrow down your queries and comb over 1M+ email records in under 5 seconds. Compatible with Bloomberg email.
SMS, chat and social media archiving
With Jatheon’s financial services solutions for cross-channel conversations, you can retain records from Facebook, Twitter, Instagram, capture content from chat and collaboration apps like Bloomberg Chat, MS Teams, and WhatsApp, as well as text messages and voice calls. Everything is captured with full context and in evidentiary quality, including edits and deleted messages.
Designed for the financial services sector
Jatheon’s compliance solutions are built to support banks, insurance companies, financial advisors, broker dealers, wealth and asset management and other FINRA member firms to mitigate risks, respond to legal queries and communicate compliantly. Full compliance with requirements of SEC 17a-4(b), SEC 204-2, SEC 206(4)-7, SEC IA-2204, FINRA 4500, FINRA 4512, Regulatory Notices 10-6, 11-39, and 17-18.
Seamless migration from other systems
Thanks to Jatheon’s own automated migration tool, we can transfer your current or legacy data from most competitor systems, minimizing hiccups and errors. Zero effort and minimal participation on your end, with 24/7 support by our team of engineers. No queuing – your legacy data is migrated while real-time archiving takes place.
Multi-zone redundancy, tamper-proof storage, encryption and 2FA
Included in Gartner’s 2022 MQ for Data Archiving
Data privacy by default: Sunshine Laws, FOIA, GDPR, MiFID II
Clear, predictable pricing with no hidden costs
Sounds interesting? Contact us to get a 30-minute tour of our solutions.
Some of our greatest and most valued customers are financial services organizations like yours
Jatheon in the Press
“This product starts off the bat. You can search any topic and find it in 10 seconds. With a traditional system, it would take weeks just to restore the back-up.”
“Jatheon is one of the few archiving vendors whose solutions get you that ‘tick’ in the compliance box as soon as possible. Easy to install and use, they come in sizes that fit all customers ‒ from small business to enterprise.”
Check out what our customers have to say on top-rated independent product review websites
What our clients say about us
Jatheon is one of the best kept secrets in the email archiving world. Their advanced search is incredible. It’s easy to create a complex search using many email parameters. I can create searches and download results in minutes.
Regional School District
Export is extremely easy and efficient compared to other solutions I’ve worked with. The export task gets everything done in no time. It’s also very competitively priced.
Marsico Capital Management LLC
Simple, easy to use, no hassle. Great support. Price is good. Hopefully in the future we will subscribe to the additional features that are available. Been using it for years.
The support I receive from Jatheon is great. The monitoring part is the best because it allows me to focus on other duties and they let me know when there’s an issue. Thanks for everything you do!
What prompted us to find an email archiving solution was a legal issue – we couldn’t provide the emails that the lawyers needed. After a recommendation from a third party, we went with Jatheon and haven’t looked back since. Then we had another legal request and were able to supply all the emails in only 10 minutes. I would recommend this product in a minute.
Want to see all the features in action and learn how to optimize FINRA/SEC compliance and ediscovery?
Get in touch and we’ll organize a 1-on-1 demo of our data archiving software and answer all your questions.
Detailed info on key archiving and compliance topics in the financial industry
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