List of ZL Compliance Manager Customers
Milpitas, 95035-5110, CA,
United States
Since 2010, our global team of researchers has been studying ZL Compliance Manager customers around the world, aggregating massive amounts of data points that form the basis of our forecast assumptions and perhaps the rise and fall of certain vendors and their products on a quarterly basis.
Each quarter our research team identifies companies that have purchased ZL Compliance Manager for Governance, Risk and Compliance from public (Press Releases, Customer References, Testimonials, Case Studies and Success Stories) and proprietary sources, including the customer size, industry, location, implementation status, partner involvement, LOB Key Stakeholders and related IT decision-makers contact details.
Companies using ZL Compliance Manager for Governance, Risk and Compliance include: Raymond James & Associates, a United States based Banking and Financial Services organisation with 19000 employees and revenues of $12.64 billion, Crews & Associates, a United States based Banking and Financial Services organisation with 213 employees and revenues of $25.0 million, National Archives And Records Adm Great Lakes Regi, a United States based Government organisation with 10 employees and revenues of $1.0 million and many others.
Contact us if you need a completed and verified list of companies using ZL Compliance Manager, including the breakdown by industry (21 Verticals), Geography (Region, Country, State, City), Company Size (Revenue, Employees, Asset) and related IT Decision Makers, Key Stakeholders, business and technology executives responsible for the software purchases.
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| Logo | Customer | Industry | Empl. | Revenue | Country | Vendor | Application | Category | When | SI | Insight |
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Crews & Associates | Banking and Financial Services | 213 | $25M | United States | ZL Technologies | ZL Compliance Manager | Governance, Risk and Compliance | 2004 | n/a |
In 2004, Crews & Associates deployed ZL Compliance Manager as part of a ZL UA implementation to archive and supervise broker communications for SEC 17a-4 and FINRA compliance. The deployment placed ZL Compliance Manager into Crews & Associates Governance, Risk and Compliance tooling to establish formal retention and supervisory workflows for broker-dealer communications.
ZL Compliance Manager delivered email archiving, automated lexical compliance detection and rapid eDiscovery across approximately 200 mailboxes, supporting compliance and legal functions with supervised archive searches and policy-driven review queues. Crews & Associates has relied on ZL since late 2004 for continuous email archiving, automated lexical detection and faster regulatory responses, with the implementation focused on supervisory review, lexical policy automation and eDiscovery case preparation.
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National Archives And Records Adm Great Lakes Regi | Government | 10 | $1M | United States | ZL Technologies | ZL Compliance Manager | Governance, Risk and Compliance | 2013 | n/a |
In 2013 National Archives And Records Adm Great Lakes Regi deployed ZL Compliance Manager as part of a broader ZL UA implementation to deliver cloud-based email archiving, records management (Capstone) and eDiscovery under the Governance, Risk and Compliance category. The deployment were oriented to support FOIA workflows and federal records requirements, with ZL Compliance Manager providing indexed search and preservation capabilities across archived email holdings.
ZL Compliance Manager was configured to index and retain enterprise email, the case study noting an archive of over 240 million messages, and to enforce Capstone records management constructs that standardize retention assignment for federal accounts. Functional capabilities implemented included cloud-based email ingestion, message indexing, Capstone records tagging, custodial and mailbox-level retention controls, and eDiscovery search and export for FOIA and records requests.
Operational coverage centered on the National Archives Great Lakes Region implementation while aligning Capstone taxonomy and retention policies across federal agencies, enabling consistent records classification and retrieval processes. Integrations focused on ingesting agency email streams into the ZL UA platform and making archived content available to records officers and FOIA teams through the ZL Compliance Manager interface.
Governance changes included centralizing records management controls and formalizing eDiscovery workflows to support regulatory and archival obligations, with ZL Compliance Manager serving as the system of record for archived email and Capstone assignments. The architecture emphasized cloud-based indexing and centralized policy enforcement to support long term preservation and FOIA response processes across the organization.
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Raymond James & Associates | Banking and Financial Services | 19000 | $12.6B | United States | ZL Technologies | ZL Compliance Manager | Governance, Risk and Compliance | 2000 | n/a |
In 2000, Raymond James & Associates standardized on ZL Compliance Manager and related ZL UA modules to enable pre-review, enterprise search and eDiscovery across Microsoft Exchange, IBM Lotus Notes and Bloomberg messaging sources in the United States. The program targeted Governance, Risk and Compliance use cases and positioned ZL Compliance Manager to support compliance, legal and records management functions.
Implementation mapped ZL’s Unified Compliance Manager capabilities to ZL Compliance Manager functionality, configuring archive capture, indexed enterprise search, metadata preservation and pre-review workflows. Functional modules implemented included ZL UA modules for unified archiving and search, eDiscovery tooling for legal holds and collection, and server-side agents to ingest messages while preserving headers and metadata.
Integrations were explicitly with Exchange, Lotus Notes and Bloomberg, enabling cross-repository enterprise search and coordinated eDiscovery across those mail systems in the United States. Operational coverage focused on compliance and legal teams, centralizing review workflows and consolidating access to archived messaging for regulatory inquiries.
According to the vendor case study, the implementation preserved headers and metadata, improved mail server performance and delivered SEC and NASD compliance. Governance changes included centralized retention indexing and standardized pre-review workflows to support auditability and regulatory eDiscovery requirements.
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