Mili, an AI platform for wealth management firms, has partnered with Global Relay to ensure AI-generated advisor records meet compliance requirements. The integration automatically captures and archives all Mili-created records through Global Relay's API, treating them with the same supervision as email and messaging. The move addresses growing regulatory scrutiny. FINRA's 2026 report identified summarisation as the most common AI use case in regulated communications. According to the 2026 T3/Inside Information Software Survey, 43% of advisors now use AI meeting solutions. Global Relay data showed a nearly 3,000% year-over-year increase in ChatGPT capture across 12,000 financial institutions. The partnership helps firms meet SEC and FINRA recordkeeping obligations, which apply to AI-generated meeting notes as they do to emails. Since 2021, the SEC's off-channel communications sweep has imposed over $2 billion in penalties across 100-plus firms.

Taskize partners with Global Relay. 11 June 2026 UK Reporter: Tahlia Kraefft Taskize, has partnered with Global Relay - a provider of integrated digital communications and mobile compliance solutions for regulated industries - to bring structured, secure, and fully auditable API-based archiving capabilities to Taskize users. By using the Global Relay Open Connector API to archive communications, Taskize says it has transformed the way its clients use its platform's 'Taskize Bubbles' - shared resolution spaces for cross-firm collaboration - via the added ability to securely record all transcripts, metadata, participants, attachments, and system events. Additionally, the integration provides tamper-proof recordkeeping and unified searchability across all communications channels. Diederik Geeraerts, CEO of Taskize, remarks: "Amid an evolving cross-jurisdictional regulatory environment, operational teams in financial services need total assurance. By partnering with Global Relay, Taskize can capture all interactions in line with regulatory requirements." Anthony Crespy, senior vice president of business development, Global Relay, adds: "Through this partnership, we not only offer customers the confidence that their communications meet the highest compliance standards but also significantly reduce the operational burden associated with regulatory recordkeeping." Previous industry article Next industry article NO FEE, NO RISK 100% ON RETURNS If you invest in only one asset servicing news source this year, make sure it is your free subscription to Asset Servicing Times