Bespoke, enterprise-level support
Not all companies implement equally. For large firms like a Tier 1 bank, an inexperienced compliance vendor may struggle to handle the size and scope of transferring data, provisioning resources, and training employees. All too often, a vendor fails to deliver because they don’t have the resources or experience to handle implementation.
Global Relay has proven success in implementing and supporting some of the world’s largest banks. Our transition management teams have worked with tens of thousands of businesses worldwide to understand their unique requirements and timelines, helping firms transition from virtually any existing platform, architecture, or scenario.
How does Global Relay approach implementation?
Dedicated resources:
Global Relay tailors the implementation process to match your organization’s structure and specific business requirements. Every step of our implementation process is performed with one-to-one client collaboration. Sales leads already familiar with the customer’s needs are joined by a dedicated client services manager and an eight-person enterprise success team consisting of:
Project managers
Designated project managers coordinate all phases of implementation, monitoring progress, and aligning Global Relay and customer teams. With hundreds of successful implementations under their belt, our project managers know how to keep teams aligned and rollouts on time.
Provisioning teams
Technical subject matter experts are assigned for each product and service, working with you throughout the implementation and beyond to ensure proper deployment and operation while also serving as ongoing subject matter experts.
Training specialists
Training specialists create a bespoke curriculum for your company’s unique structure. With years of experience onboarding teams that number in the hundreds, our trainers ensure all users are ready by your go-live date, so you achieve efficiencies within hours of going live.
Data services
Migration specialists guide the successful import of your legacy data without sacrificing security, no matter the size and scope of your data, by using advanced security measures at every step and working in teams to minimize the element of human risk.
How we ensure success
Since 1999, Global Relay has been successfully implementing compliance solutions tailored to the financial services industry. We work closely with customers to build a granular implementation plan that takes into account your unique systems, processes, and business requirements.

Our proven and agile onboarding strategy is ordered into phases to ensure we meet every one of your business objectives. Phases are designed by the customer’s own implementation team. We have the resources and expertise, but the customer gets first and final say throughout the implementation.
This support offering has contributed to Global Relay being named a Leader in the 2025 Gartner® Magic Quadrant™ for Digital Communications Governance and Archiving Solutions, being recognized for our Completeness of Vision and Ability to Execute, identifying that:
“Customer survey data suggests consistent positive customer experience (CX), responsive to trends in both regulation and technology, and high-quality product training and support. Global Relay’s support is global and available 24 hours/day.”
Security at every step
The benchmark for security is constantly moving, and firms need to be able to count on vendors to take security as seriously as they do.
Global Relay’s solutions are built on a bedrock of the most advanced security measures to protect your business from the moment we begin transferring data. Leveraging data encryption in transit and at rest; measures like Bring Your Own Key; and certifications across SIO 27001, SOC2, NIST, and CIS, we work to ensure a highly secure environment throughout the data life cycle and across every point of contact with your systems.
We work directly with clients to assess their individual security needs, providing cross-control and penetration testing reports, and disaster recovery/business continuity plans that cater for critical scenarios. Our 24/7 monitoring by our in-house Cyber Security Operations Center supplies eyes-on security and threat identification in real time.
Reduce complexity in the long run
Regulators are increasing their expectations that firms don’t just capture communications data across every channel they use, but that this data is complete and proactively surveilled. We provide a full suite of compliance solutions, from capture to recordkeeping to surveillance.
By working with a single-vendor solution like Global Relay, you’re able to implement flexible, fast-to-deploy solutions that support a range of communications channels across voice, social, mobile, and file sharing with the ease of a single provider—proving to regulators your ability to quickly adapt to evolving risks without increasing system clutter.
When Baird, a Global Relay customer since 2013, needed to expand its compliance program to capture and retain mobile and social media communications, they migrated more compliance functions to Global Relay to avoid compromising efficiency or security during the implementation process.
“We saw the benefit of having a ‘one-stop shop’ from a compliance capture surveillance standpoint, and the process of adding these solutions to our existing compliance program was seamless.” – Christa Graverson, CCO for Baird
For most vendors, closing a deal marks a job well done; for us, it means the work has just begun. Learn more about switching to Global Relay, or speak to a specialist.