TMTB: Slack Launch, Global Relay/Smarsh integration & Compliance/Guidelines
As most of you know, we will be migrating TMTB Chat off of Substack and onto Slack in the next week or two.
TMTB Chat has become the best real-time forum for buyside Tech discussion, and moving to Slack will make it even easier for more of you to actively participate while staying fully within your firm's compliance guidelines. I’ve worked directly with Slack and buyside compliance teams to make sure the proper archiving & compliance tools are integrated and available at launch and to ensure a seamless onboarding for your firm. If your firm currently allows communication on Bloomberg, Slack offers the same (or broader) archiving and compliance integrations.
Please feel free to forward this email directly to your compliance department, as it outlines how our new setup integrates smoothly with industry-standard archiving solutions.
For Firms using Global Relay or Smarsh:
For those of you at firms using Global Relay or Smarsh for communications archiving, Slack offers native integration with both platforms through Slack Connect, which makes compliance capture straightforward
How it works:
Slack Connect allows external organizations to share channels within Slack — meaning you'll be able to join TMTB Slack directly from your firm's own Slack workspace, using your existing corporate Slack account. Because the shared channel lives within your firm's Slack environment, it's subject to your firm's existing retention policies, compliance integrations, and security controls — just like any internal channel. Slack content including message threads, edited or deleted messages, shared files, links, and reactions are automatically ingested, indexed, and retained in your existing Smarsh or Global Relay archive in its original conversational context.
Your firm just needs to have the Smarsh or Global Relay integration enabled on your Slack instance, which most enterprise deployments already do. Slack publishes detailed integration guides for both platforms, and I’m happy to help facilitate.
We will be inviting users on Slack Connect closer to launch date so there is nothing to do now on that end. If you use a different e-mail for Substack than your work’s internal e-mail, we will integrate your work credentials if you prefer.
If you have any questions or would like to run a test to confirm your firm's archiving integration is capturing Slack Connect channels, feel free to reach out at slack@tmtbreakout.com.
If you do not have a Slack Enterprise plan, please contact our Slack rep:
Cameron Staten (cameron.staten@salesforce.com). Slack Enterprise plans start at $35/seat/month
If you need to speak to someone at Global Relay about Slack integration, please contact Meredith Granucci (meredith.granucci@globalrelay.net; 415-823-2603). Slack integration starts at $6/seat/month
For Firms without a third-party archive:
Slack itself provides message retention and data export capabilities natively. All messages, files, and conversations can be retained with complete history — including edits and deletions — and workspace data can be exported for compliance purposes. Slack also integrates with a broad range of DLP, eDiscovery, and compliance providers beyond Global Relay and Smarsh, so whatever your firm's archiving stack looks like, there's likely a supported path.
For All Firms/Users:
In addition to the archiving and compliance integrations above, TMTB Slack will be actively monitored by human moderators and automated AI systems to flag potential guideline violations.
If you prefer to use Slack on a separate workspace than your employer’s workspace —using separate credentials — that’s easily done within the Slack app.
For full Guidelines and Compliance Disclaimers, see below:
