Over a decade of partnership enables Baird to centralize and scale compliance

Find out why Commonwealth Financial Network chose Global Relay's trusted, scalable compliance solution.

26 March 2025 2 mins read
By Jennie Clarke
Written by humans

Written by a human

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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 reliable capture and supervision solution across the business to capture emails, text, and social media content

“Texting has become an essential communication capability for meeting our clients’ needs. We knew this was a growing channel that we had to capture and that Global Relay had these capabilities already. 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

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Published 26 March 2025

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