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"The pricing doesn’t even compare. I mean, it's a third of the cost."

Total Wealth Advisors

Learn all about Total Wealth Advisors Co-Owner & Chief Compliance Officer Suzy McCoy's experience archiving web, email, and social media with MirrorWeb.

Problem

In Summer 2021, Total Wealth received notice from their archiving vendor at the time, that the annual contract was being renewed. While Total Wealth had no problem paying for a service, they were not happy with what they’d been getting for their money. 

Their previous vendor was expensive, support was practically non-existent, and the platform was ‘frustrating and cumbersome’. They reached out to their compliance attorney, actively seeking an alternative.

Solution

Their attorney recommended the MirrorWeb solution, having recently become acquainted with the company. Pricing was far more agreeable, and the platform user experience was simpler and more manageable for a smaller firm, where compliance personnel wear many hats in the business and have multiple focuses. For the same reason, Suzy was also looking for a hands-on support system that could guide the team through the transition effectively.

Result

Within a month of connecting with MirrorWeb, Total Wealth had signed a deal for social media and email archiving. Following a discussion with their Customer Success Manager, Evie, they also opted for the website archiving service, which they had previously outsourced to another vendor. This way the data could all exist in one place. The transition was smoothly managed; from onboarding to training and data migration, the Customer Success Team made it their responsibility to take charge of the process.

“When we saw the platform, it was just much easier to manoeuvre and work your way around. And the pricing doesn’t even compare. I mean, it's a third of the cost. And you can actually talk to somebody at MirrorWeb. You can't talk to anybody at our previous vendor.”

Suzy McCoy, Co-Owner & Chief Compliance Officer

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