Global Relay + Milemarker Integration

Global Relay + Milemarker Integration Own Your Data

Connect Global Relay and Milemarker to Unlock Secure, Compliant Communication Workflows

Set Up Your First Integration

Quickly connect Global Relay’s compliant communication and archiving platform with Milemarker to automate retention, enhance audit readiness, and streamline advisor communication workflows across your tech stack.

How It Works

Choose a Trigger

A Trigger is the event that starts your workflow—such as:

A new email or message archived in Global Relay
A compliance flag or policy rule triggered
A conversation logged from Microsoft Teams, Slack, or SMS

Add Your Action

An Action is what Milemarker does in response—like:

Syncing the communication to your CRM or compliance dashboard
Updating client records with interaction data
Notifying compliance teams or initiating review workflows

You're Connected!

Once connected, Milemarker ensures all captured communications from Global Relay are fully integrated into your wealth management workflows—securely, compliantly, and automatically.

⚙️ Supported Communication Channels via Global Relay

- Microsoft Teams
- Slack
- Email (Microsoft 365, Gmail, etc.)

- SMS & Mobile Messaging
- Bloomberg, WhatsApp, LinkedIn, and more

Why Choose Milemarker?

Built for Financial Compliance

Milemarker understands the regulatory needs of RIAs and wealth management firms

Real-Time Automation

Turn archived communications into actionable insights

Secure & Scalable

Data privacy, audit-readiness, and scalable workflows from day one

Modernize Compliance and Client Communication

If your firm uses Global Relay, Milemarker helps you take it further—turning compliant communication into connected intelligence across your firm. Streamline operations, strengthen your audit readiness, and deliver faster, more consistent service.

Let’s connect Global Relay and Milemarker today.