Smarsh Customer Relationship Management Solution Offers Speed and Simplicity to Investment Advisors

LA JOLLA, Calif.--(BUSINESS WIRE)--Smarsh®, the managed service leader in secure, innovative and reliable email archiving and compliance solutions, today previewed version 3.0 of smarshCRM, its Web-based customer relationship management platform, at the 2010 Technology Tools for Today conference. With an enhanced user interface and back-end server optimization, smarshCRM v3.0 enables financial advisors to navigate the program more quickly and easily, making compliance and practice management processes more efficient and ultimately mitigating risk and improving profitability across the practice.

“We work with thousands of investment advisors and broker-dealers, so we understand the importance of speed and simplicity when it comes to compliance and practice management processes”

smarshCRM increases individual practice efficiency

smarshCRM is a high-touch, client-centered, total workflow solution that systematically creates, simplifies and facilitates the advisor’s practice management processes. Using the Software-as-a-Service (SaaS) model, it offers users secure anywhere, anytime access to vital client data in real time.

“We work with thousands of investment advisors and broker-dealers, so we understand the importance of speed and simplicity when it comes to compliance and practice management processes,” said Stephen Marsh, Smarsh founder and CEO. “The smarshCRM platform – both at the user interface level and ‘under the hood’ – gives advisors more speed and power to systemize workflow and increase efficiency.”

smarshCRM v3.0 will roll out to current smarshCRM users and be available to new users in March 2010. Highlights include:

Interface enhancements, designed for a fast and intuitive user experience. The overall layout has been consolidated, creating a consistent and information-rich presentation.
System databases and application server optimization, creating a 4x increase in the system’s operating speed.
New email client user features, including drag-and-drop simplicity, a familiar folder structure and preview pane. It integrates with IMAP servers (such as Gmail) and Smarsh solutions for email archiving, data-leak prevention and email encryption.

Additional enhancements are designed to add further security controls and integrate mobile and social media platforms.

Addressing compliance across the CRM platform

smarshCRM leverages Smarsh’s archiving and compliance experience as well as its policy enforcement and messaging security expertise to streamline workflow and help advisors, broker/dealers and compliance officers improve compliance-related programs. smarshCRM integrates customer data from several locations – email, documents, a global address book, calendars, real-time tasks and events, portfolio software, customized campaigns – into the single application that manages daily workflow. The tool features automated electronic approval/disapproval processes to foster necessary interaction with compliance departments. The ability to create and replicate campaign correspondence not only develops best practices, but also reliable compliance-approved templates for campaign management that mitigate risk for advisors and broker/dealers.

Demonstrations and pricing

smarshCRM pricing is determined on a monthly per-seat basis with a one-time set-up fee. For specific information or to schedule a demonstration, contact Smarsh at 1-866-SMARSH1 (762-7741) or sales@smarsh.com.

About Smarsh (www.smarsh.com)

Smarsh® is the managed service leader in secure, innovative and reliable email-archiving solutions for message compliance and records retention, proactive litigation readiness and mail server data management.

The Software-as-a-Service (SaaS) delivery model enables clients to eliminate IT infrastructure costs and minimize operating burden, while benefiting from the company’s expertise and experience in hosting large volumes of mission-critical client data. Customizable solutions fit the needs, budgets and technological infrastructure of any organization and are matched with unrivaled customer support and service.

Founded in 2001, the growth of Smarsh has been recognized at both the local and national level. In 2008 and 2009, the company was named to the “Inc. 500,” Inc. magazine’s annual analysis of the fastest-growing companies in the United States. Deloitte honored Smarsh with a spot on its Technology Fast 500 list for 2009 and the Portland Business Journal ranked Smarsh No. 1 in its 2009 growth rankings for the state of Oregon.