Rossby Financial Adopts Archive Intel’s AI-Driven Compliance Solution

Empowering Advisors with Advanced Compliance Technology for Seamless Regulatory Adherence
BusinessWireJune 27, 20242 min

Archive Intel, a pioneering provider of AI-powered communications archiving and compliance solutions, announced that Rossby Financial (Rossby), a tech-forward registered investment advisor (RIA) firm, is now utilizing its services as part of its industry-leading tech stack. Advisors affiliated with Rossby will have access to Archive Intel’s cutting-edge compliance technology to streamline compliance and mitigate risks.

“Technology is advancing rapidly, and we continuously evaluate the latest platforms to keep our advisors at the forefront,” said Andrew J. Evans, Founder and CEO of Rossby. “We are committed to providing innovative technology that benefits both our advisors and their clients.”

Utilizing advanced artificial intelligence (AI) and machine learning capabilities, Archive Intel effortlessly captures client communications while reducing false positives across a comprehensive and growing list of platforms, including iMessage, WhatsApp, Outlook, Gmail, X, Facebook, Instagram, YouTube, Slack, Zoom, SMS, MyRepChat, Microsoft Teams, RingCentral, and other websites.

“With Archive Intel, advisors have the freedom to communicate in ways that best suit their services while ensuring compliance,” explained Larry Shumbres, CEO of Archive Intel. “This flexibility enhances the client-advisor relationship and supports their firms’ overall compliance efforts.”

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