Receive expert insight on the top recordkeeping trends for 2026, as well as the direction of communications capture trends moving forward.
Join Erin Clemens, Head of Capital Markets Compliance at StoneX, and Jennie Clarke, Head of Content at Global Relay, as they analyze the key insights from Global Relay’s Data Insights: Communications Capture Trends in 2025/2026 report, from increased capture trends across platforms like TikTok and ChatGPT to the direction of recordkeeping in 2026.
1. 33% more firms are capturing social media channels, with a particular focus on LinkedIn. Could this indicate increased social media use within client and broker interactions?
2. ChatGPT capture increased by 2000% year-on year, reflecting an increased use of AI tools. How are firms utilizing AI agents in business workflows, and is this driving the need for further oversight?
3. WhatsApp capture across firms increased by 36%, with 89% of firms being US-based. Is this still driven by regulatory focuses from US regulators? Are there other factors contributing to this increased capture?
4. As regulators like the Securities and Exchange Commission and Financial Conduct Authority reduce “regulatory red tape” and take a less prescriptive enforcement approach, what will recordkeeping trends look like moving forward?
What is the Communications Capture Trends Report?
Global Relay’s Data Insights: Communications Capture Trends for 2025/2026 report looks at a cross-section of 12,000 firms using Global Relay Connectors to analyze the most commonly captured channels across global financial populations, including banks, broker-dealers, and investment advisers. These insights reveal what communications are being prioritized and deprioritized in 2025, and suggest recordkeeping and surveillance trends moving into 2026.
Whether you’re looking to stay ahead of social media growth or maintain a complete audit trail of GenAI compliance, we have a Connector for you. Explore Global Relay’s expansive suite of data Connectors, which enable firms to connect data from any channel to a compliant archive.
