SnippetSentry iMessage & WhatsApp Archiving
Connect How Clients Want.
Capture What Regulators Require.
SnippetSentry captures every iMessage, WhatsApp, and SMS,
So your firm stays protected without changing how anyone works.
SOC2 Bank Level Security – Enterprise Class – Archive Agnostic
See how easy it is below…
Works With Your Existing Archive
The reality…
Regulators Aren’t Slowing Down.
Your Exposure Is Growing.
- Billions in Fines, And Enforcement Is ExpandingYou already know the SEC has levied over $3.5 billion in off-channel fines since 2021. Yet right now, your employees are texting clients on iMessage and WhatsApp with zero oversight. Every unarchived message quietly increases your liability, and the regulators who once targeted Wall Street giants are increasingly coming for mid-market firms and individual brokers.
- Clients Want to Text. Your Compliance Policy Won’t Stop Them.You’ve probably explored mobile capture solutions before, only to discover they require employees to download a separate app, learn a new interface, or carry a second phone. Adoption craters. Compliance gaps widen. Your CCO is left explaining to examiners why 40% of your team never fully onboarded, and the solution you invested in barely reduced your risk. All the while, clients want to work with firms who communicate how the client prefers.
- If Nobody Is Watching Your WhatsApp Channels, Nobody Knows When They Go DarkThe Smarsh fiasco made one thing undeniably clear: if you aren’t proactively monitoring your WhatsApp channels, you don’t actually know whether you’re compliant. Meta’s usage algorithms run continuously, and accounts with irregular messaging patterns can lose their archiving connection without a single alert. The only reliable safeguard is persistent, automated channel health monitoring, the kind giving your compliance team visibility into every connection, every day, before a gap ever reaches an examiner’s desk.
There is, however, a fundamentally different approach, one designed specifically to
eliminate these blind spots without disrupting a single workflow.
Enterprise-Grade Capture. Invisibly Simple.
Native Channel Capture
Captures iMessage, WhatsApp, and SMS directly from the apps employees already use.
So your team never changes a single habit.
SentryWatch Monitoring
Automatically sends keep-alive signals to prevent Meta disconnections.
So your least active WhatsApp users stay Connected.
Archive-Agnostic Delivery
Routes captured messages to Intradyn, Microsoft Purview, Proofpoint, virtually any endpoint.
So you never need to rip and replace existing infrastructure.
beyond compliance
Unlock Business Intelligence From Your Mobile Conversations…
Mobile messaging has historically been a black box. Conversations living exclusively on phones with no way to analyze, search, or integrate them into your business systems. Forward-thinking organizations are now using SnippetSentry to pipe captured messages into CRMs, data lakes, and AI platforms, transforming everyday client conversations into searchable business intelligence. Whether you’re enriching Salesforce records with real-time client interaction data or feeding conversational insights to large language models, SnippetSentry opens a channel most businesses never knew existed.
Trusted by regulated firms
Compliance Leaders Rely on SnippetSentry Daily
From Zero to Fully Compliant — Remarkably Fast
Easy Onboarding- 3 Steps, 3 Minutes.
- ConnectRegister your team through guided self-service onboarding, users authenticate their iMessage, WhatsApp, or Android SMS in under three minutes using their existing device and phone number.
- CaptureSend and receive messages exactly as you normally would, SnippetSentry silently mirrors every conversation to your compliance archive in real time, without batching or delays.
- ComplyReview, search, and produce captured communications directly from your existing archiving platform — ready for audits, eDiscovery, and regulatory examinations at any moment.
No new apps. No second phones. No behavior change.
Your team messages naturally while every conversation flows securely into your archive of choice.
FAQ’s
Everything You Need to Know Before Moving Forward
Reach out to the Solutions Team for any questions not covered below.
We’re a smaller firm with only a handful of advisors. Is SnippetSentry overkill for us?
A: Not at all. SnippetSentry has no minimum user requirements, meaning a three-person RIA receives the same enterprise-grade security, SOC 2 compliance, and federated Apple ID support as a 5,000-seat bank. The architecture scales in both directions — so you’re genuinely getting institutional-level protection at a price point roughly one-third the cost of a single iPhone per user. Many of our most enthusiastic clients started with fewer than ten seats.
What happens if a channel disconnects or messages get missed?
A: SnippetSentry’s SentryWatch feature continuously monitors every active channel and proactively sends keep-alive signals to maintain connection health — this is especially critical for WhatsApp, where Meta’s algorithms will disconnect dormant accounts they interpret as bots. If a disconnection does occur, both the user and admin receive real-time alerts, and upon reconnection, SnippetSentry automatically recovers messages sent during the gap. The platform also includes a FailSafe Archive option — a secondary archiving endpoint behind your firewall — so even if your primary archive experiences downtime, no message is ever lost.
We’ve looked at other capture solutions. How is SnippetSentry actually different?
A: Most mobile capture vendors take one of two approaches: they either force employees onto a separate app (killing adoption) or route messages through a proxy layer (introducing latency and privacy concerns). SnippetSentry captures natively — directly from iMessage, WhatsApp, and Android SMS — with zero behavior change for end users. Additionally, our federated Apple ID support is pre-built for providers like Okta and Microsoft Entra at no additional cost, our SentryWatch technology proactively prevents WhatsApp disconnections before they happen, and our “3 Steps, 3 Minutes” onboarding process is the fastest documented enterprise deployment in the market. You also choose your own archive — we integrate with Intradyn, Microsoft Purview, Proofpoint, Global Relay, Smarsh, Mimecast, Veritas, and more — so you never need to change your existing compliance infrastructure.
How quickly can we have our team fully onboarded and capturing messages?
A: Individual users typically complete onboarding in under three minutes through a guided self-service flow. For enterprise rollouts, IT teams can use bulk upload templates or pre-configure channels before distributing devices — making it entirely possible to onboard hundreds of users in a single day. Most organizations are fully operational and capturing messages within the first week of engagement, and many start seeing archived messages flowing within hours.
What about hidden fees — onboarding costs, server fees, federated ID development?
A: There are none. SnippetSentry charges zero onboarding fees, zero server fees, and zero federated ID development costs. The subscription covers iMessage, WhatsApp, and Android SMS capture — or you can deploy a single channel if your compliance requirements are narrower. The platform is archive-agnostic, so you’re never locked into a proprietary storage solution. Your existing archive continues to serve as the system of record, and SnippetSentry simply pipes captured messages into it.
get compliant now…
Every Day Without Capture Is Another Day of Exposure…
Before
Unarchived iMessages and WhatsApp conversations silently accumulating compliance risk. Disconnected channels you don’t know about. Employees resisting adoption of clunky third-party apps. Your firm exposed to the same regulatory scrutiny costing the industry billions.
After
Every text message, iMessage, and WhatsApp conversation captured natively and archived automatically, without a single workflow disruption. Real-time channel health monitoring ensuring zero gaps. Full audit-readiness for SEC, FINRA, and state examiners. Peace of mind knowing your compliance posture is airtight.
No contracts required to explore. Our team will walk you through a personalized demonstration, map your current compliance architecture, and show you precisely how SnippetSentry integrates with your existing archive, all in under 30 minutes.
The cost of Compliance?
Roughly one-third of an iPhone per user, per year. No minimums. No hidden fees.
FINRA’s 2026 Annual Oversight Report identifies record keeping as a top-priority examination area, and the regulator has explicitly noted multiple instances of electronic communications capture failures and off-channel communications use across member firms. Examiners are not guessing, they’re targeting. Firms without mobile message capture in place should expect pointed questions in upcoming examination cycles.
The best time to close your off-channel gap was before the pandemic sent everyone home. The second-best time is today.