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Case studies
How we Helped a Leading Financial Service Firm Achieve Reliable Tracking and Compliance of Outbound Email Communications
CRM & Email
How we Helped a Leading Financial Service Firm Achieve Reliable Tracking and Compliance of Outbound Email Communications
company overview
Been in business for over 40 years
Provides investing and trading services for around 11 million client accounts
Makes Wall Street accessible to individual investors and delivers access to education, resources, and services to customers
Location
Omaha, NE
Industry
Finance
Employees
8939
Working with SPAR since
TD Ameritrade
SPAR by Numbers
1000
+
Completed Projects
15
Yrs
In the Industry
140
+
Metric 3
$100
m
Metric 3
1000
+
Completed Projects
20
+
Years in Business
6
+
Year Average Client Partnership
100
+
Technologies Supported
challenges
Needed a solution to track all email communications in Archival solution to meet compliance and audit requirements
Outbound emails generated from CRM application had to be intercepted before messages left mail servers
Tracking information needed for supervision and audits was not readily available
Needed to make sure that solution would not expose sensitive information to external customers
It was also required to ensure efficiency for reviews and audit activities across different regions
solutions
Conducted multiple sessions with various teams to understand the functions and operations thoroughly
Analyzed processes to identify technology & application constraints, and to evaluate solution options
Developed solution architecture to ensure alignment between IT teams and business units on solution strategy
Integrated CRM platform, corporate IdM platform, email infrastructure, and compliance systems
results
Achieved reliable tracking and compliance of outbound email communications
Were able to intercept outbound emails, administer tracking information, and mask sensitive information
All outbound email messages were archived in a compliance platform
The efficiency of compliance and audit search requirements improved tremendously
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