www.globalrelay.com 866.484.6630 | info@globalrelay.net ARCHIVE CASE STUDY COUNTRY CLUB FINANCIAL Country Club Financial Relies on Global Relay for Email & Social Media Compliance Archiving CUSTOMER DETAILS Website: www.countryclubfinancial.com Industry: Financial Services Regulated by: SEC/FINRA Headquarters: Kansas City, MO CHALLENGE • Labor intensive email review process • Difficulty in providing “proof of review” during regulatory audits

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