Joined November 2023
- Tweets 82
- Following 211
- Followers 60
- Likes 66
24 Photos and videos
Archive intel retweeted
May 21
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Mar 27
Archive Intel Adds @Microsoft365 Dynamics 365 as Integration Partner, Enabling Automatic Contact Whitelisting for MS Ecosystem Users finance.yahoo.com/news/archi…
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Mar 27
Webinar with Archive Intel: Compliance Reimagined: Turning Regulatory Requirements into Competitive Advantage theoasisgrp.com/webinar/webi…
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Archive intel retweeted
Join John O’Connell of The Oasis Group & Larry Shumbres of @aiArchiveIntel for a practical conversation on how modern #wealthmanagement firms are using #AI, LLMs, data lakes, and agents to turn compliance from burden to business enabler. Register here: register.gotowebinar.com/reg…
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3 Dec 2025
Compliance can be complex. Archive Intel helps your firm navigate with ease.
The platform is compliance, uncomplicated.
Learn more at hubs.li/Q03WHZWC0
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2 Dec 2025
Read our latest blog for more insight on how to mind the gap at your firm: archiveintel.com/thought-lea…
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2 Dec 2025
Watch your step.
Off-channel risk is easy to miss.
Archive Intel captures business texting on personal phones without extra devices or apps.
Book a demo today. hubs.li/Q03WvcX20
ALT Cartoon of financial advisor labeled 'firm' looking at phone at the edge of a cliff. The other side of the cliff has three people labeled 'SEC and FINRA rules' looking into the chasm.
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20 Nov 2025
Evaluating a new compliance tech vendor? Before you sign anything, make sure you’re asking the right questions.
We’ve compiled a checklist of 13 key questions to help compliance officers assess platform fit, regulatory alignment, and long-term risk.
hubs.li/Q03V5sD00
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19 Nov 2025
Missed our demo at Advise AI? We have you covered.
This demo covers how Archive Intel:
👉 Schedules random reviews to meet SEC guidelines
👉 Escalates high-risk client communications for compliance review
👉 Reduces false flags by 99% via contextual AI
hubs.li/Q03TS8th0
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12 Nov 2025
With @SIFMA formally urging @SECGov to update Rules 17a-4 and 204-2, the conversation around what firms should retain is gaining momentum.
We break down what’s in the proposal, what’s at stake, and what questions compliance leaders should be asking.
🔍 hubs.li/Q03SWx5q0
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11 Nov 2025
Second phones are a pain. Manual uploads are a risk. Most text archiving solutions disrupt workflows and miss key conversations.
Built for compliance. Designed for real-world use.
✔️ Works across iPhone, Android, WhatsApp
✔️ No second phone or invasive apps
✔️ $35/user/month
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31 Oct 2025
The only thing spookier than a haunted house?
Getting an audit request… and realizing your data lives in five places with six surprise fees.
Archive Intel offers one platform for all channels, with zero hidden fees. Because your compliance process shouldn’t give you nightmares.
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30 Oct 2025
Advise AI brought together advisors and industry leaders to explore the role of AI in wealth management.
Our CEO took the stage and shared how Archive Intel combines the worlds of artificial intelligence and compliance.
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28 Oct 2025
Are you at Advise AI this year? We love to meet you!
Join us on Wednesday, October 29 at 1:20pm for the AI Tech Demos where CEO & Founder Larry Shumbres will show off the latest applications of AI in compliance.
Plus, we'll be at Booth #35 all week to chat in more depth.
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27 Oct 2025
Join us at the National Society of Compliance Professionals conference to talk smarter archiving for modern compliance.
If you're looking to cut review time, reduce risk, or modernize your archiving system, stop by Booth #3 or schedule time to connect.
hubs.li/Q03Qhx1f0
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24 Oct 2025
🍁 Don’t fall into these common compliance traps:
❌ Paying fees to access your own data
❌ Manually reviewing every message
❌ Scrambling to meet audits
🍂 Archive Intel helps firms stay ahead with:
✅ $0 data access fees
✅ AI-powered review
✅ Instant audit-ready reports
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22 Oct 2025
Sound familiar?
Archive Intel's AI Marketing Review ends the endless email chain.
One system. One flow. Audit-ready from the first draft.
👋 Goodbye back-and-forth. Hello compliance velocity.
Learn more: hubs.li/Q03PMTD50
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17 Oct 2025
What’s the real difference between FINRA Rules 2210 and 4511?
One governs what you say.
The other governs how you store it.
Together, they shape the foundation of compliant communication.
Our latest blog breaks down what broker-dealers need to know.
hubs.li/Q03P2c_50
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