--- title: RIA, $2.9 billion (AUM) description: Learn all about Chief Compliance Officer Clint's experience archiving web, email, SMS and social media with MirrorWeb. image: https://www.mirrorweb.com/hubfs/Imported_Blog_Media/626bf81d0339561093b57f95_Clint.jpg --- [Skip to content](https://www.mirrorweb.com/case-studies/ria-2-9-billion-aum#main-content) [![Master Logo - ColourWhite Landscape](https://www.mirrorweb.com/hs-fs/hubfs/Master%20Logo%20-%20Colour%EF%80%A2White%20Landscape.png?width=178&height=40&name=Master%20Logo%20-%20Colour%EF%80%A2White%20Landscape.png "Master Logo - ColourWhite Landscape")](https://www.mirrorweb.com/) - [Unified Platform](https://www.mirrorweb.com/platform/) Show submenu for Unified Platform - [Mira - Supervision Agent](https://www.mirrorweb.com/mira) - [Website Archiving](https://www.mirrorweb.com/platform/website-archiving/) - [Email & Communication Archiving](https://www.mirrorweb.com/platform/email-archiving/) - [Social Media Archiving](https://www.mirrorweb.com/platform/social-media-archiving/) - [Mobile Archiving](https://www.mirrorweb.com/platform/mobile-archiving/) - Solutions Show submenu for Solutions - [By Industry](https://www.mirrorweb.com/industries/) Show submenu for By Industry - [Financial Services](https://www.mirrorweb.com/industries/financial-services/) - [Government](https://www.mirrorweb.com/industries/government/) - [Healthcare](https://www.mirrorweb.com/industries/healthcare-pharma/) - [Insurance](https://www.mirrorweb.com/industries/insurance/) - [Legal](https://www.mirrorweb.com/industries/legal/) - [Technology](https://www.mirrorweb.com/industries/technology/) - [By Use Case](https://www.mirrorweb.com/use-cases/) Show submenu for By Use Case - [Agentic Communications Supervision](https://www.mirrorweb.com/mira) - [Communication Capture](https://www.mirrorweb.com/use-cases/communication-capture/) - [Prevent Compliance Violations](https://www.mirrorweb.com/use-cases/prevent-compliance-violations) - [Audit-Ready Recordkeeping](https://www.mirrorweb.com/use-cases/audit-ready-automated-record-keeping/) - [Reduce Costs & Improve Efficiency](https://www.mirrorweb.com/use-cases/compliance-cost-efficiency/) - [Website Archiving](https://www.mirrorweb.com/use-cases/website-archiving/) - [By Channel](https://www.mirrorweb.com/channels/) Show submenu for By Channel - [Website](https://www.mirrorweb.com/use-cases/website-archiving/) - [Email](https://www.mirrorweb.com/channels/email/) - [Social Media](https://www.mirrorweb.com/channels/social-media/) - [Instant Messaging](https://www.mirrorweb.com/channels/instant-messaging/) - [Mobile](https://www.mirrorweb.com/channels/mobile/) - Why MirrorWeb Show submenu for Why MirrorWeb - [Customer Success](https://www.mirrorweb.com/case-studies) - [About Us](https://www.mirrorweb.com/why-mirrorweb/about) - [Careers](https://www.mirrorweb.com/careers/) - [Partnerships](https://www.mirrorweb.com/partnerships/) - Resources Show submenu for Resources - [Blog](https://www.mirrorweb.com/blog) - [Events](https://www.mirrorweb.com/events) - [Help Center](https://help.mirrorweb.com/en/) - [Legal Resources](https://www.mirrorweb.com/help-centre/legal/) [Request a demo](https://www.mirrorweb.com/demo) [Login](https://my.mirrorweb.com/login) # RIA, $2.9 billion (AUM) [![](https://www.mirrorweb.com/hubfs/Blog_Author.png) Admin](https://www.mirrorweb.com/case-studies/author/admin) Published: May 12, 2025, 2:50:28 PM ![](https://www.mirrorweb.com/hubfs/Imported_Blog_Media/626bf81d0339561093b57f95_Clint.jpg) #### Table of Contents [Contact Us](https://www.mirrorweb.com/contact/) Share ### Problem Clint was open to a new data archiving solution having encountered turnover issues with his previous vendor. With such frequent changes of personnel, it was difficult to develop meaningful working relationships with his support agents. As a result, Clint didn’t feel confident that he’d be able to access the information that he needed quickly, should regulators request it. ### Solution MirrorWeb reached out to Clint, who was impressed by our stable of clients. He conferred with his technology team, who liked the product, and requested a pricing quote. He was further impressed by the 20% decrease in cost, but the thoroughness of the onboarding process was what sealed the deal. MirrorWeb committed to taking care of all of the heavy lifting, to avoid taking capacity which Clint couldn’t spare. ### Result Now, Clint's advisory archives their website, email, SMS messaging and social media platforms (including Microsoft Teams, LinkedIn and Facebook) with MirrorWeb. The platform has worked quickly and easily for Clint at all times, and he’s developed a great relationship with the team, who have never been difficult to reach despite the time difference. In fact, you can find him catching up with our Head of Sales about assorted sporting activity over any given weekend.  ‍ ‍*“It’s been really smooth. The application has worked well and Maggie, Moureen and the team have been great. They’ve been attentive and taken a lot of responsibility, which meant that I was willing to make a change. Otherwise, there’s no way I could have managed that.”* **Clint, Chief Compliance Officer** ## Read On [![](https://www.mirrorweb.com/hs-fs/hubfs/Blog%20cover%20image-07.webp?width=352&name=Blog%20cover%20image-07.webp)](https://www.mirrorweb.com/case-studies/the-clifford-group) #### [The Clifford Group](https://www.mirrorweb.com/case-studies/the-clifford-group) Problem Greg was initially using an alternative archiving vendor, which was just a temporary... [Read story](https://www.mirrorweb.com/case-studies/the-clifford-group) [![](https://www.mirrorweb.com/hs-fs/hubfs/Imported_Blog_Media/623cb24b2b6e93346b0e66bc_mirrorweb-interim-background-1.jpg?width=352&name=623cb24b2b6e93346b0e66bc_mirrorweb-interim-background-1.jpg)](https://www.mirrorweb.com/case-studies/archiving-web-channels-global-asset-manager) #### [Global Asset Manager, UK](https://www.mirrorweb.com/case-studies/archiving-web-channels-global-asset-manager) Problem One of the UK’s largest global asset managers, overseeing billions in AUM, faced a series... [Read story](https://www.mirrorweb.com/case-studies/archiving-web-channels-global-asset-manager) [![](https://www.mirrorweb.com/hs-fs/hubfs/Imported_Blog_Media/62f1256f8296f344f3c28529_Chris%20Weyland.jpg?width=352&name=62f1256f8296f344f3c28529_Chris%20Weyland.jpg)](https://www.mirrorweb.com/case-studies/ria-1-4-billion-aum) #### [RIA, $1.4 billion (AUM)](https://www.mirrorweb.com/case-studies/ria-1-4-billion-aum) Problem Chris' firm had been using its previous vendor for a number of years, but was eventually... [Read story](https://www.mirrorweb.com/case-studies/ria-1-4-billion-aum) [![Master Logo - ColourWhite Landscape](https://www.mirrorweb.com/hs-fs/hubfs/Master%20Logo%20-%20Colour%EF%80%A2White%20Landscape.png?width=178&height=40&name=Master%20Logo%20-%20Colour%EF%80%A2White%20Landscape.png "Master Logo - ColourWhite Landscape")](https://www.mirrorweb.com/) Stay Connected. Stay Compliant. #### Quick Links - [Communication Capture](https://www.mirrorweb.com/use-cases/communication-capture/) - [Prevent Compliance Violations](https://www.mirrorweb.com/use-cases/prevent-compliance-violations) - [Audit-Ready Recordkeeping](https://www.mirrorweb.com/use-cases/audit-ready-automated-record-keeping/) - [Supervising Digital Communications](https://www.mirrorweb.com/use-cases/supervised-digital-communication/) - [Reduce Costs & Improve Efficiency](https://www.mirrorweb.com/use-cases/compliance-cost-efficiency/) #### Find Us **North America** 701 Brazos St Suite 970 Austin, Texas 78701-3232 **United Kingdom** Manchester House 18-22 Bridge Street Manchester M3 3BZ #### Speak to us If you have any questions, please don’t hesitate to get in touch! 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