Problem

Chris' firm had been using its previous vendor for a number of years, but was eventually frustrated by its shortcomings. The platform was very cumbersome, requiring two separate screens/areas to gather information. The process to review and download data was not straightforward; it was inefficient, and so the Chief Compliance Officer (CCO) found themselves in the market for a new archiving solution.

Solution

The CCO had heard good things about MirrorWeb on the conference circuit, having had an encouraging discussion with one of our clients. The team began doing some due diligence on vendors, and MirrorWeb ultimately stood out amongst the crowd. Pricing was similar to their current provider, but it was very competitive when compared to the other leading vendors on the market. The team reached out to request a demo, which was delivered by Maggie. They then promptly signed with MirrorWeb for both email and instant messaging archiving (Microsoft Teams), citing the platform’s simplicity and ease of use as decisive factors.

Result

The team are ‘really enjoying’ the platform, and particularly the automation feature that allows them to download a certain percentage of emails/Teams messages for review each month. It  provides consistency to their review process.

The service side has been ‘awesome’. Customer Success Manager Evie has been highly responsive and very available to questions, whether simple or sometimes less so. Chris has reported that when he misunderstood something and expressed concern, she jumped right on it, clarified things and made sure that he was comfortable.

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“We chose MirrorWeb for the intuitive design and use. The platform is very easy to use and, most importantly, easy to understand. MirrorWeb provides us with what we need in an approachable package.”

Chris, Compliance Associate