Resource Center
Template
FINRA Compliance Checklist
Given the sheer volume of data transmitted via email and other modes of electronic communication, this can be challenging — there are, however, a few precautions broker-dealers can take to ensure compliance.
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Case Study
Intradyn Helps Maine Legislature Respond to FOAA Requests
The Maine State Legislature has record retention requirements, which is why the Legislature requires the services of a full-service email archiving solution.
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Case Study
Intradyn Helps Clackamas Education Service District Love Its Email Archiving Solution
Clackamas Education Service District is an independent government agency that specializes in providing leadership and services to teachers and students in 10 school districts in Clackamas County, Oregon.
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Case Study
Case Study: Why Paladin Realty Switched from Smarsh to Intradyn
Case Study: Why Paladin Realty Switched from Smarsh to Intradyn. For businesses, local governments and school districts.
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Template
FINRA Compliance Letter Template
We recommend sending this template to your archiving provider to ensure they have submitted a FINRA compliance letter.
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Webinar
On-Demand Webinar: Email Policies & Regulations
We review popular FAQs on archiving — its policies, regulations, and the top reasons why companies need to archive.
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White Paper
Microsoft O365 Deployment Checklist
Our O365 checklist will assist you throughout the migration process—ensuring a successful deployment for you and your fellow employees.
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Template
Email Retention Policy Template
Our policy template will help you define your policy, establish retention periods, and outline enforcement for the policy.
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eBook
How to Choose the Best Email Archiving Solution
Intradyn’s eBook will ensure you’re asking all the right questions when searching for the right email archiving solution.
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