A holistic, collaborative solution to growing communications capture needs
Baird, an international, employee-owned financial services firm offering investment banking, private equity, asset management, and wealth management solutions, required a holistic solution to meet growing communications capture and regulatory requirements. Seeking to move away from a patchwork of legacy solutions, Baird prioritized a platform that would support internal collaboration, improve workflow reviews, and provide an audit-ready trail of every message across every channel.
Read the full case study to discover how Global Relay enabled Baird to:
Move away from a patchwork of legacy vendors to a modern, unified view of communications
Transform how supervision teams communicate, escalate, and collaborate to free up capacity for more strategic oversight
Leverage a reliable capture and supervision solution across the business to capture emails, text, and social media content
Global Relay has truly become our ‘one-stop-shop’ for all things electronic communications. It’s a household name for us across the organization: I can talk about Global Relay with teams even outside of compliance and they know about it. This is something that’s not very common for a compliance tool, and it’s a sign of the trust Global Relay has earned at Baird.
