CellTrust BYOD & COD SMS Archiving
Personal Phones. Company Phones. Full Compliance.
And Nobody Had to Change a Thing.
Your employees are texting clients right now. CellTrust SL2 captures every message on Verizon, AT&T FirstNet, or BYOD without changing numbers.
See how easy it is below…
Trusted by 3 of the Top 10 US Banks | Government Agencies | RIAs & Broker Dealers
SMS Archiving Dilemma
You Already Know the Risk. Here’s What Keeps You Up at Night.
- The Texts You’re Pretending Don’t ExistYour advisors are texting clients from personal phones right now. You know it. They know it. And honestly, you both pretend it isn’t happening. Meanwhile, every unarchived message quietly becomes a regulatory time bomb. One surprise audit and suddenly your firm’s name is the cautionary tale at the next FINRA conference. The fines are staggering, yet the reputational damage is far worse.
- The Solution Nobody Actually UsesYou’ve looked at solutions before, and here’s the problem: most of them force employees to change how they communicate. Limited Functionality (no group texts). New workflows. New headaches. Adoption craters within weeks. Your compliance team ends up policing usage instead of monitoring content, so you’re essentially right back where you started.
- The Fines Are Getting Closer to YouRegulators are intensifying their crackdown on off-channel communications. Since 2021, firms across Wall Street have collectively paid billions in fines for failing to capture business texts and personal device messages. The enforcement sweep is accelerating, not slowing down. And it’s no longer reserved for the big banks. Small and mid-sized firms are increasingly in the crosshairs too.
There is a simpler way to capture every text, protect every employee, and pass every audit. Naturally, it starts with a platform designed specifically for this problem.
Quick & Easy Compliance…
One Platform. Complete Text Capture. Zero Disruption.
Carrier-Level Capture
Automatically intercepts and archives every SMS directly from the carrier network, so you can achieve 100% capture without installing apps on corporate devices.
BYOD Dual Persona
Text Enable Your Existing Business Numbers on employee’s personal phone, so you can keep personal and work texts completely separated while archiving only business communications.
Archive Agnostic Integration
Connects seamlessly with your existing enterprise archiving platform, including Intradyn, Microsoft Purview, Global Relay, and more, so you can route captured messages directly into your current compliance workflow.
10,000+
Users Worldwide.
99
Patented Technologies
3 of the 10
Top US Banks
Drive adoption across BYOD and Corporate Owned Devices…
Compliance Leaders Like You Already Made the Switch
simple Setup
Fully Compliant Text Messaging 3 Steps.
- Choose Your Capture MethodSelect App Capture for BYOD, Carrier Capture for corporate devices, or Stacked Capture for both. Your CellTrust Solution Team will recommend the right mix for your environment.
- Deploy and Provision in DaysA dedicated onboarding team handles your rollout. Walking Employees through app rolloout so they begin texting compliantly almost immediately. Our team does all the heavy lifting with the carrier and SMS enabling existing numbers and issuance of NET New numbers.
- Archive, Monitor, Stay Audit-ReadyEvery message flows automatically into your existing enterprise archive. Your compliance team gains real-time oversight through the SL2 Administrative Dashboard, so you can supervise, report, and respond to regulatory requests with confidence.
FAQ’s
Questions You’re Probably Already Asking
Is CellTrust right for a firm our size?
Absolutely. CellTrust serves organizations ranging from solo RIAs to three of the top ten U.S. banks. The platform scales effortlessly from a handful of users to tens of thousands. Whether you have 5 advisors or 5,000, the capture and archiving functionality works identically, so you can grow without switching platforms later.
What if our employees refuse to adopt it?
This is precisely why CellTrust built two distinct capture methods. With Carrier Capture on corporate devices, there is no app to install and nothing for employees to do differently. Messages are captured directly from the carrier network. With the SL2 App on BYOD, employees simply text from a second number on their existing phone. Both approaches are designed around minimal friction, and CellTrust provides live training and onboarding support to drive adoption from day one.
How is CellTrust different from other text archiving solutions?
Most competitors force you to pick one path: either an app or a carrier feed. CellTrust uniquely delivers both under a single platform, along with Stacked Capture, which layers App and Carrier Capture for maximum adoption. Additionally, CellTrust holds 99 patented mobile technologies, integrates with virtually every major enterprise archive, and is the only mobile communication platform currently compliant with all six NIST CSF 2.0 solution use cases. No other provider offers this breadth.
How quickly can we be up and running?
BYOD deployments are typically fully operational within 5 to 7 business days. Once Mobile Business Numbers are provisioned, employees can begin texting compliantly the same afternoon. Carrier Capture on Verizon or AT&T/FirstNet follows a different timeline. Because carrier-side configuration requires coordination with large national networks, provisioning can take 4 to 6 weeks. Your Kaizen Solution Team Experts drive both timelines forward, so your team barely notices the transition and Kaizen expedites everywhere possible.
What does pricing look like?
CellTrust offers flexible, user-based packaging across a range of capture and compliance feature sets. Pricing depends on your specific deployment (App Capture, Carrier Capture, or a combination), the number of users, and any additional features like content moderation or WhatsApp archiving. Per-user pricing starts at roughly one-third the cost of an iPhone, so compliance costs less than the device in your employee’s pocket. Volume discounts begin at 101 users and scale through 25,000+ devices. SLED pricing is also available for state, local, and education organizations. The best next step is a brief conversation with a Kaizen Solution Team Expert who can scope your environment and provide budgetary pricing in ~24 hours. There are no hidden fees and no surprises.
get Compliant now…
Enforcement Isn’t Slowing Down.
Your Compliance Strategy Shouldn’t Wait.
Before
Your team tells clients not to text. Advisors use personal phones anyway. Messages vanish into thin air. Every audit becomes a fire drill, and your compliance team spends more time chasing screenshots than reviewing content. One regulatory sweep and you’re scrambling to prove records you never captured.
After
Every text on Verizon, AT&T, FirstNet, or BYOD is silently captured and archived the moment it’s sent. Advisors keep texting from the numbers they already use. Your compliance team monitors everything from a single dashboard, so you can respond to audits in minutes, not weeks, and finally stop losing sleep over the messages you can’t see.
Schedule a quick guided demo. Your dedicated Kaizen Solution Team Expert will walk you through the platform, answer your questions, and help you see exactly how CellTrust SL2 fits your organization. No pressure. No obligation. Just clarity.