Data and Cloud

Archiving and Retention

Automatically archive and retain communications and data per compliance requirements

Data and Cloud

What it is

Archiving solutions provide tamper-proof, searchable storage of email, chat messages, files, and voice communications with configurable retention policies that align with your regulatory requirements. Unlike simple backups, archives maintain a complete immutable record that cannot be altered or deleted until the retention period expires. Legal hold capabilities freeze relevant data during litigation or investigations. Full-text search enables rapid retrieval across years of archived data when regulators, auditors, or legal counsel need it.

Why it matters

Compliance frameworks like HIPAA, GLBA, FINRA/SEC, and SOX require documented retention of business communications for specific periods. Without automated archiving, you depend on individual employees to not delete emails and on backup systems that were not designed for long-term searchable retention.

What to expect

Archiving solutions integrate with your email platform, chat systems, and file storage through API connections. Configuration involves defining retention policies by data type and regulatory requirement. Historical data can be ingested from existing systems. Ongoing management is minimal once policies are set.

Where this fits

Supports compliance with

HIPAAGLBAFINRA / SECSOX

Common questions

How long do we need to retain data?

Retention periods vary by regulation and data type. HIPAA requires six years. FINRA/SEC requires three to six years depending on record type. SOX requires seven years. Your compliance advisor can map the specific requirements for your industry.

Related Data and Cloud services

Ready to explore archiving and retention?

Add it to your list and schedule a call with our advisory team. We will match you with the right provider, not the most expensive one.