Comparison

Knowledge Company vs FINRA Compliance Tooling

Archiving and supervision of regulated communications for broker-dealers under FINRA recordkeeping obligations.

Regulated marketing review

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In short

FINRA tooling archives and supervises what was said. It does not establish that the claim was true, or maintain substantiation for it. A regulated firm has perfect evidence of what it published and no system establishing that it was accurate.

The four coordinates

Every company in this landscape can be located by four questions. Applied consistently, the apparent crowding resolves into something much narrower.

Coordinate

Knowledge Company

FINRA Compliance Tooling

Ground truth

A maintained claim record with substantiation

Knowledge Company — A maintained claim record with substantiation

The rulebook

Them — The rulebook

What fires it

A fact changes

Knowledge Company — A fact changes

Publication, then retention

Them — Publication, then retention

What it writes to

Every surface the claim appears on

Knowledge Company — Every surface the claim appears on

An archive

Them — An archive

Who buys it

Risk, compliance and marketing operations

Knowledge Company — Risk, compliance and marketing operations

Compliance officer

Them — Compliance officer

What they do

Every advertisement, social post, email campaign and performance claim a broker-dealer publishes falls under FINRA Rule 2210, which requires communications to be fair and balanced and to omit no material fact whose absence would mislead.

Proofpoint, Smarsh, Global Relay and StarCompliance automate review documentation, archiving and supervision against those obligations.

How we differ

These are serious systems with a specific and openly documented boundary: they archive and supervise, and none maintains a substantiation record for the claims inside the communications they retain.

The result is that a regulated firm today has perfect evidence of what it said, and no system establishing that it was true. Knowledge Company maintains the substantiation side of that record.

Which one you want

Choose them if

Your obligation is retention and supervision of regulated communications.

Choose Knowledge Company if

Your obligation extends to substantiating the claims those communications contain.

Find out what your own pages currently claim

We audit the claims you publish against a maintained record, and show you every place a fact has drifted.