Jatheon Technologies

Recognized as a Top Player in Information Archiving 🏆 The Radicati Group’s 2025 Market Quadrant highlights Jatheon’s strength in compliance, ediscovery, and AI-powered archiving. 📖 See the full report and why Jatheon stands out. hubs.la/Q03d5QT10

“There is no prescribed minimum or fixed percentage that is required by regulation.” FINRA, Regulatory Notice 07-59, on sampling electronic communications. A flat 5% is hard to defend when your reps carry different risks. Our Rule 3110 guide shows you how. jatheon.com/blog/finra-rule-…

Five questions to ask an archiving vendor before you sign, including which channels it captures natively and what it costs to take your data out in year five. Our scorecard for insurance teams has all nine. bit.ly/4jNKoPL

Since July 16, credit unions set most of their own retention periods under Part 749, and examiners will ask the board to show them. Texts, posts, and DMs with members count. Our guide covers what to keep and for how long. bit.ly/48tYIG3

Ohio Hi-Point Career Center’s old email archive ran only on-premises. The center moved its email archiving to our cloud, and its director called the setup “a breeze.” Our archiving for schools and districts: jatheon.com/industries/educa…

With history off, Google Chat deletes a direct message after 24 hours and Vault can’t hold it. Our Google Chat connector captures direct messages, group chats, and attachments, with retention rules and legal hold: jatheon.com/solutions/commun…

“Any way you can delete that???” a school district employee texted after a parent reacted to the district’s Facebook post. Staff deleted the post and blocked her. Her public records request later turned up the texts. What an agency archive should keep: jatheon.com/blog/social-medi…

Senvest’s staff signed off on a texting ban every year. At least three senior officers still texted about work on phones set to auto-delete after 30 days, and the firm settled SEC charges for $6.5 million. Our hedge fund compliance guide: bit.ly/4yDlTIU

FERPA gives a district 45 days to show a parent their child’s records. Open records requests and litigation holds reach further, into staff text threads and AI chat tools most districts don’t archive. Our K-12 guide breaks it down.  bit.ly/47nwQD6

In a federal lawsuit, both sides have to meet and agree on how discovery will run at least 21 days before the scheduling conference. Your legal team can only plan for the systems IT tells them about. Our checklist covers what to have ready.  bit.ly/4hZKoJI

Banning client texting did not stop it at Benjamin F. Edwards. Five reps kept texting from personal phones, and FINRA fined the firm $750,000. If your advisors text clients, our guide breaks down how to capture every message, on any device. bit.ly/4hCgnRp

In a federal lawsuit, both sides plan discovery at least 21 days before the scheduling conference, and your lawyers can only limit the systems they know about. Our checklist shows you what to have ready before that meeting. hubs.la/Q04xK1ZZ0

Banning client texting did not stop it at Benjamin F. Edwards. Five reps kept texting from personal phones, and FINRA fined the firm $750,000. If your advisors text clients, our guide breaks down how to capture every message, on any device. bit.ly/4dBteRh

An ediscovery request that took hours now takes a few minutes. John Daane, IT director at Emerald Coast Utilities Authority, on G2. bit.ly/4xYta6u

A chatbot answering your customers is creating communications your firm has to keep. FINRA’s 2026 oversight report expects those chat sessions supervised and retained, and no new rule was needed for that. Rule 4511, explained.  bit.ly/3Tm5dqB

A backup is a disaster-recovery copy that gets overwritten. An archive is the searchable, locked record a regulator asks for. Jatheon compared eight archiving platforms, including ours, on the checks that count in 2026.  bit.ly/4hhFsQr

FERPA gives a district 45 days to show a parent their child’s records. The clock runs the same for a record in email, in a staff text thread, or in an AI chat tool nobody archives. Our new K-12 guide maps the mandates.  bit.ly/3TdmnXr

Jatheon now archives @SlackHQ. Public and private channels, DMs, and group messages, every edit and deletion on record. See how it works: bit.ly/4d2uqgm

There’s no compliance API for iMessage and no carrier to capture it from. Each archiving workaround has its own price, on the invoice or off it. The budgeting guide: bit.ly/4wZWyc3

17a-4 sets retention in years. Exams test it in hours: records under two years old are expected the same business day an examiner asks. The full requirement list: bit.ly/4wxGhd7

The MiFID II review package, better known as MiFID III, wrapped in June. The rules haven’t moved since 2018. Enforcement has, and examiners now ask if you reviewed what you recorded. The guide: bit.ly/3S9FcKs