Harland Clarke Digital Launches SM:Vault Email Archiving Solution

Donna Hinkelman, Vice President Corporate Communications

Secure Archiving System Alleviates Compliance Concerns for Marketing Email Communications; Archives on Per-Recipient Basis and Prevents Loss of Pertinent Data

San Antonio, TX Harland Clarke Digital, a leading provider of email marketing services, has launched SM:Vault, a marketing email archival solution that provides a single-source location for email messaging, archiving and retrieval. SM:Vault’s archival process and searchable index make it an ideal solution to aid in SEC 17a-4 regulation compliance that requires procedures for storage, search and restoration of electronic records, including emails.
SM:Vault enables financial institutions, insurance companies and any other organization with data retention requirements, to automate the archiving of all email marketing communications. Its unique archival process retains exact copies of every individual HTML and plain text email sent through Harland Clarke Digital’s SubscriberMail® platform — including personalized content and images — on a per-recipient basis. This process prevents the loss of pertinent information and data. SM:Vault protects archived emails from being erased or altered until the expiration of a pre-determined data retention period.
If SM:Vault users are audited, they can use the quick-search feature to search archived emails by keyword, subject line, IP address, sender, or date range to retrieve an exact copy of any original email in seconds. By standardizing the archival process, SM:Vault ensures consistency and provides operational efficiencies by replacing time-consuming manual processes that are susceptible to human error.
“Financial institutions want to communicate regularly with their account holders, but regular communication can present a challenge when it comes to audit considerations such as email retention and retrieval,” said Mike Ferguson, vice president and general manager, Harland Clarke Digital. “It is critical to have a system that protects data retention to meet regulatory requirements and reduce production email server load. SM:Vault clearly meets that need.”

“We have assurance in the SM:Vault that what we sent to the customer is what is archived,” said Joan Salvatore, assistant vice president and research director, Creative Strategies, Umpqua Bank. “This solution met our needs, and in some cases, surpassed them.”

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About Harland Clarke Digital
Harland Clarke Digital is a team of experienced marketing and technology professionals that works with hundreds of organizations to execute effective lifecycle marketing programs through email/mobile campaigns, research and survey services, content generation, strategic consulting, employee training services and more. Harland Clarke Digital is the digital arm of Harland Clarke Corp., a leading provider of integrated payments solutions, marketing services, technology solutions and security services. Harland Clarke Corp. is a wholly-owned subsidiary of Harland Clarke Holdings Corp. 

About Harland Clarke Corp.
Harland Clarke Corp. ( is a leading provider of best-in-class, integrated payment solutions, marketing services and security solutions. It serves clients in multiple industries, including financial services, retail, healthcare, insurance, and telecommunications, and ranging in size from major corporate brands and trade groups to micro-businesses and individual consumers. Harland Clarke’s comprehensive suite of integrated marketing solutions is based on customer lifecycle marketing and includes database marketing, email marketing, advanced analytics, campaign management, strategic services, and creative development. Harland Clarke delivers integrated marketing campaigns focused on acquisition, onboarding, engagement, retention, and cross-selling, utilizing extensive print, phone and email channels for campaign execution. Within its payment solutions business, Harland Clarke provides needed products and services to nearly 11,000 banks, credit unions and major investment firms. Headquartered in San Antonio, Texas, Harland Clarke employs more than 4,500 people nationwide and operates manufacturing and contact center facilities in multiple states and communities. Harland Clarke is a wholly owned subsidiary of Harland Clarke Holdings Corp., which also owns Harland Financial Solutions, Scantron and Faneuil.

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