--- title: "Case Study: Advisor Group Automates Video Conference Supervision And Audio / Video Pre-Review With Theta Lake" description: Streamlined video compliance processes, Automated policy detection for video supervision to reduce compliance risk. --- [![Theta Lake Logo](https://pages.thetalake.com/hs-fs/hubfs/logot.png?width=416&height=75&name=logot.png)](https://thetalake.com/)   ## Advisor Group Case Study ### Advisor Group Automates Video Conference Supervision And Audio / Video Pre-Review With Theta Lake **INDUSTRY:** Financial Services **SOLUTION:** Theta Lake Risk and Compliance Suite **CHALLENGES** - High volumes of [Zoom video recordings](https://thetalake.com/integrations/zoom/) from unauthorized employees introducing compliance risk - Manual and time-consuming video conference recording review processes - Exponential growth in data storage requirements for increasing volume of video recordings **RESULTS** - Streamlined video compliance processes, saving 3,300 hours per year - Automated policy detection for video supervision to reduce compliance risk - Empowered financial advisors to engage in video marketing with a turnkey supervision process [![Group 2](https://4639596.fs1.hubspotusercontent-na1.net/hubfs/4639596/ThetaLake-theme-2025/images/lp/Group%202.svg) VIEW CASE STUDY](https://pages.thetalake.com/hubfs/WEB%20Resources%20PDFs/Case%20Studies/Case-Study-TL-Advisor-Group-3.21.pdf?hsLang=en-us) [![Case-Study-TL-Advisor-Group](https://pages.thetalake.com/hs-fs/hubfs/Thumbnails/Thumbnail-CS-AdvisorGroup.png?width=700&height=900&name=Thumbnail-CS-AdvisorGroup.png)](https://pages.thetalake.com/hubfs/WEB%20Resources%20PDFs/Case%20Studies/Case-Study-TL-Advisor-Group-3.21.pdf?hsLang=en-us) #### See Why Theta Lake Ranked #1 in 5 of 6 Use Cases in Gartner® Critical Capabilities for DCGA [SEE THE REPORT](https://pages.thetalake.com/gartner-cc-dcga-2025?hsLang=en-us) [![Theta Lake](https://4639596.fs1.hubspotusercontent-na1.net/hub/4639596/hubfs/ThetaLake-theme-2025/images/lp/THETALAKE-logo.png?width=208&height=38&name=THETALAKE-logo.png)](https://thetalake.com/) ###### Contact Theta Lake, Inc. 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ALL RIGHTS RESERVED. [PRIVACY POLICY](https://thetalake.com/privacy-policy/). [COOKIE POLICY](https://thetalake.com/cookie-policy/) ###### Gartner does not endorse any vendor, product or service depicted in its research publications, and does not advise technology users to select only those vendors with the highest ratings or other designation. Gartner research publications consist of the opinions of Gartner’s research organization and should not be construed as statements of fact. Gartner disclaims all warranties, expressed or implied, to this research, including any warranties of merchantability or fitness for a particular purpose. GARTNER is a registered trademark and service mark of Gartner, Inc. and/or its affiliates in the U.S. and internationally, and MAGIC QUADRANT and PEER INSIGHTS are registered trademarks of Gartner, Inc. and/or its affiliates and are used herein with permission. All rights reserved. Gartner, Gartner Magic Quadrant for Digital Communications Governance and Archiving, Michael Hoeck, Rizvan Hussain, Jeffrey Hewitt, October 15 2025. This graphic was published by Gartner, Inc. as part of a larger research document and should be evaluated in the context of the entire document. The Gartner document is available upon request from Theta Lake. #### Compliance & Security for Unified, AI Powered Communications [![Group 2](https://4639596.fs1.hubspotusercontent-na1.net/hubfs/4639596/ThetaLake-theme-2025/images/lp/Group%202.svg) SCHEDULE A DEMO](https://thetalake.com/request-a-demo/) ![Schedule a Demo](https://4639596.fs1.hubspotusercontent-na1.net/hub/4639596/hubfs/ThetaLake-theme-2025/images/lp/footer_image.jpg?width=2000&name=footer_image.jpg)