Financial & insurance professionals
For registered investment advisors, wealth managers, and insurance agencies across New England, we source phone systems, texting, and internet that keep every client conversation on the record and every office online.
What we solve
Phone and business texting platforms that record calls, capture SMS on firm and employee-owned devices, and feed the archiving system your compliance team already uses, so business conversations do not happen “off-channel.”
Primary fiber plus a diverse backup carrier, automatic failover, and network security services, so a cut cable or carrier outage does not stop trading, client calls, or custodial platform access.
A single cloud phone system for multiple offices, remote advisors, and new acquisitions, with consistent call routing, recording, and reporting everywhere.
Direct lines, routing to each client’s advisor or service team, CRM integration, and AI tools evaluated carefully for a regulated environment.
Insurance agencies
Insurance agencies share many of the same pressures: recorded coverage conversations, client data protection, multiple locations, and a phone system that works with agency management and CRM software. We bring the same approach to agencies, from personal lines shops to multi-office commercial agencies.
Menadena is a technology advisor and does not provide legal or compliance advice. We work alongside your chief compliance officer or compliance consultant, who determines your firm’s recordkeeping requirements.
Insights
Financial services
Not all conversational AI is equal. How to evaluate AI platforms for customer service in regulated industries like financial services before you buy.
Business phones
There is no single best phone system. How to match cloud phone features, integrations, and cost to your business needs.
Internet & networking
Keep your business online: diverse internet circuits, SD-WAN failover, and other ways to build network redundancy for cloud apps.
SEC and FINRA recordkeeping rules require many firms to preserve business communications, and regulators have brought significant enforcement actions over business conversations held on unmonitored “off-channel” texting apps. Exactly what your firm must keep depends on its registration and written policies, so confirm the requirements with your chief compliance officer. We then source phone and texting tools that capture what your policy requires and deliver it to your archive.
They can do it compliantly by using a business texting app tied to a firm-owned number, so messages are captured and archived, instead of personal texting. We compare platforms that capture SMS and calls on both company and employee-owned devices.
With a redundant design, very little. We pair a primary fiber connection with a backup from a different carrier, add automatic failover, and choose a cloud phone system that can reroute calls to advisors’ mobile apps.
Yes. Insurance agencies share many of the same needs as advisory firms: recorded client conversations, protection of client data, multiple offices, and phone systems that connect with agency and customer management software.
No. We are a technology advisor. We work alongside your compliance officer or consultant to translate their requirements into the right technology, and we document what each platform captures and retains.
Menadena earns commissions from suppliers as an independent sales agent.
We will inventory your phones, texting, and connectivity, note the gaps against your compliance policy, and bring back options to compare.
