SEC & FINRA Compliance Articles

New features and enhancements are coming in the next version of Microsoft Teams DataParser   Microsoft Teams is the ultimate workplace app – meet, call, collaborate and chat.  Features abound with updates for efficientices and workflow improvements in every new version.  Stay organized and move faster with AI-enhanced messaging, meetings, and task flow that help […]

        Slack is a team collaboration and messaging platform that is reimagining work.  Users leverage features including Messaging, Channels, Canvas, Huddles, File-Sharing and AI to boost productivity and efficiency.   DataParser developed support for Slack in 2018.  Many versions later, it’s a robust module with an extensive feature set.  This latest version allows […]

Expanded Archiving and Compliance for Modern Communication Platforms DataParser, a leading provider of compliance connector solutions for messaging and collaboration platforms, is excited to announce the latest addition to its suite of supported sources: Zoom Phone. This new integration allows organizations to seamlessly capture, archive, and manage Zoom text data to meet regulatory, eDiscovery, and […]

DataParser for Genesys is coming soon!     Genesys Cloud CX is comprehensive contact center solution that combines customer and workforce engagement with journey management capabilities in a single unified platform.  A modern, cloud-native solution, Genesys Cloud CX delivers unmatched scalability; easy-to-use, ready-to-deploy interfaces; a single tool for building orchestration flows; and an event data platform […]

Yext support is coming soon! The new DataParser connector to support Yext Relate text data collection is going to be available in the next few weeks.    Yext is digital communications governance software – a compliant texting solution enabling secure, personalized communication across voice and text channels.  It’s a solution that lets advisors text and […]

As a leading provider of compliant data governance and collateral administration technology for the financial services industry, we are happy to announce our Fully Paid Securities Lending administration platform now manages a daily average of $2 billion in collateral. This milestone underscores the platform’s growing role in helping broker-dealers and custodian banks efficiently manage and […]

eDisclaimer is available with the usual end of year discounts and now WebParser can be included too.  This new bundle helps clients streamline website and email disclaimer compliance. 17a-4’s eDisclaimer and WebParser are being offered as a bundle from now through year end.  This limited-time offer is designed to help firms enhance compliance, manage web […]

How Organizations Can Securely Manage Collaboration Recordings with DataParser In today’s digital workplace, virtual meetings are more than just conversations—they’re essential records of business activities, decisions, and compliance obligations. With collaboration platforms like Zoom, Slack, and Cloud9 driving daily operations, organizations face the crucial task of archiving meeting video and audio files in a secure, […]

There’s a new version of Zoom DataParser coming with support for Zoom Phone! Zoom DataParser has long been a trusted solution for extracting, transforming, and archiving Zoom communications data. Designed to support governance, eDiscovery, and regulatory requirements, it seamlessly connects to Zoom’s APIs, automating the capture of meeting participants, chat logs, shared files, and metadata. […]

The new Client Portal for DataParser users has launched! Clients can access their their Technical Support Tickets, DataParser Knowledge Base, DataParser User Guide and more! The new Client Portal offers a seamless, user-centric experience for DataParser technical support. Designed to be the central point of engagement for DataParser clients, offering an array of features that […]