Moelis didn't have an archiving solution in place, and had to make sure that they were compliant and adhering to the regulations set by the SEC. They don't frequently publish much content on their website, and when they do, it's on a small scale. Marie found that a lot of solutions in the market were overbuilt, which was then reflected in the price. Moelis simply wanted a streamlined solution that would provide monitoring evidence to regulators, for when it is required.
Marie was not just looking for an effective software solution, but also a reliable company that would take Moelis' methods into consideration and listen intently to the challenges they were facing at the time. It was important for Moelis to be able to start small and add services onto their contract as and when required, avoiding any expensive packages or bundle services with features that were irrelevant to their needs.
MirrorWeb now provides Moelis with a straightforward solution that ticks all their boxes and enables them to keep track of any changes made to their sites. Moelis added LinkedIn to their archiving package, and has the luxury of having all of their needs taken care of under one roof.
“It is a very easy and straightforward archiving solution, and the service has been top notch."
Marie Bober, Chief Compliance Officer