The Challenge
Financial services regulatory bodies like SEC and FINRA mandate the capture and preservation of social media and website records. Manual recordkeeping methods fall short, putting organizations at risk of compliance gaps, fines, and reputational damage.
That’s why financial service providers are partnering with Pagefreezer to automate compliant recordkeeping across all of their digital channels, giving them peace of mind.
Automate recordkeeping compliance, streamline audits & reviews, and mitigate risk.
ALWAYS AUDIT-READY
Prove Compliance Any Time
Confidently demonstrate compliance and respond to regulatory requests in minutes—not days. With Pagefreezer automated web and social media recordkeeping, you can find and produce tamper-proof records whenever you need them.
- ZNo audit-day stress
- ZInstantly retrieve and share records
- ZAlways audit-ready
AUTOMATE COMPLIANCE
Simplify SEC & FINRA Compliant Recordkeeping
Stop scrambling before audits and reviews. Automated recordkeeping ensures all of your website and social media records are complete. Records include all changes, metadata, digital signatures, and satisfy financial industry regulatory recordkeeping requirements.
- ZContinuous, automated capture
- ZMeets SEC & FINRA recordkeeping requirements
- ZNo manual work
SIMPLIFIED GOVERNANCE
Reduce Risk Without Increasing Workload
Missing records and poor supervision result in hefty fines. Minimize exposure to enforcement actions and protect your reputation with proactive monitoring, alerts, approval workflows, and audit logs.
- ZIdentify unauthorized content early
- ZProve oversight with audit logs
- ZCapture, track, and compare every change
TRACK CHANGES & APPROVALS
Streamline Website Change Approvals
Say goodbye to time-consuming manual PDF exports, homegrown sign-off processes, and disjointed (or even physical) audit trail storage. Streamline the verification process for website modifications, confidently demonstrate a clear trail of change approvals during an audit, and easily automate web changes reports with Pagefreezer.
- ZUnified approval and verification workflow
- ZAutomated, time-stamped audit trails
- ZEasy access to proof of change history
Whether you’re a small bank or a global investment leader, partnering with Pagefreezer means faster audit response, lower compliance costs, and peace of mind.
Retirement Wealth Advisors
Customer Success Stories
Simplifying High-Volume Digital Recordkeeping
Reducing Risk With Enterprise Web Archiving
Ensuring Compliance Across US & Canada
Frequently Asked Financial Services Website & Social Media Archiving Questions
What is Pagefreezer?
How does Pagefreezer support SEC & FINRA recordkeeping compliance?
How does Pagefreezer help financial service providers?
Most financial institutions already use some form of archiving—but many legacy systems can’t capture dynamic online content as it appears or adapt to new technologies. Pagefreezer replaces these limited tools with a modern, automated solution that captures every website edit and social interaction in real time, including deletions and contextual data.
This means your compliance team always has a complete, tamper-proof, and easily searchable record—making audits faster, supervision stronger, and oversight truly defensible.
How does Pagefreezer help during audits?
Why is automated archiving important for financial services?
Can Pagefreezer track website changes and approvals?
It creates an automated, time-stamped audit trail that shows exactly when changes were made and approved.
Does Pagefreezer support FINRA and SEC supervision requirements?
Can Pagefreezer archive both social media and websites?
How quickly can we get started?
How does Pagefreezer differ from a website backup?
What makes Pagefreezer different from other archiving tools?
Can we control who has access to archived records?
How does Pagefreezer handle records retention schedules?
Can Pagefreezer apply legal holds to preserved records?
Can Pagefreezer support global financial service compliance frameworks?
Yes. Pagefreezer supports international regulations such as MiFID II, FCA SYSC, and GDPR alongside U.S. standards, making it ideal for firms operating across multiple jurisdictions.
1-888-916-3999
support@pagefreezer.com
Head Office:
#500-311 Water Street
Vancouver, BC V6B 1B8
Canada
Europe Office:
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UK Office:
+44 20 3744 7173
Australia Office:
+61 (07) 3186 2199



