Jodi Shumbres

Chief Strategy Officer | Executive Strategist | Driving Growth & Market Impact

Role: Chief Strategy Officer (CSO) at Archive Intel
Location: Atlanta, GA, US
LinkedIn followers: 500 followers

General Business & ManagementView LinkedIn profile

About Jodi Shumbres

I am a results-driven executive strategist with a passion for developing scalable growth…

Experience

Chief Strategy Officer (CSO)
Archive Intel
Apr 2024 — Present · US

Education

University of Pittsburgh
BA

Skills

Vendor Management
Sales Process
Management
Sales Presentations
Sales Operations
Customer Retention
Account Management
Territory Development
Project Planning
Sales
Employee Relations
Healthcare
Business Development
Direct Sales
Marketing Management
Solution Selling
Salesforce.com
Selling
Cold Calling
Cross-Functional Team Leadership
New Business Development
Sales Management

Contact information

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Work email
•••••@archiveintel.com
Personal email
•••••@•••••.com
Direct dial
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Current company

Archive Intel

Financial Services · 20 employees · Founded 2024 · Alpharetta, Georgia, United States

Archive Intel is revolutionizing regulatory compliance for financial advisors and institutions with its AI-powered monitoring, archiving, and compliance solution. Our all-in-one platform simplifies compliance with seamless archiving capabilities for iMessage and WhatsApp with whitelisting/blacklisting capabilities and integrates effortlessly across dozens of communication channels — from email, social media and chat platforms to text messages. Designed to save compliance professionals valuable time, Archive Intel\'s AI reduces false positive flags by up to 99% and back end tasks by 95%, streamlining workflows and improving accuracy. Built on a robust infrastructure designed to uphold the highest standards of data integrity and security, the platform meets the critical compliance needs of today\'s financial institutions, ensuring sensitive client communications remain protected. Our AI Marketing Review and Approval solution reduces the unaudited trail of back and forth materials to save you time and stay compliant with the SEC Marketing Rules. The AI workflows quickly review the uploaded marketing material for non compliant contextual terms and phrases, offering suggested compliance terms, to quickly send to your compliance, marketing, and legal teams for faster approvals. Archive Intel is engineered to save you time with intuitive workflows, a modern user interface, and an exceptional client experience. Archive Intelligence, Inc.(DBA Archive Intel)

archiveintel.com

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About Jodi Shumbres

Experience

Chief Strategy Officer (CSO)

Education

University of Pittsburgh

Skills

Find verified contacts for anyone on LinkedIn