Lineal Earns Financial Services Industry Competency from Relativity
KANSAS CITY, MO – NOVEMBER 8, 2025 – Lineal, a global leader in data-driven eDiscovery, managed services, and legal technology innovation, today announced it has earned the Financial Services Industry Competency from Relativity. This achievement speaks to Lineal’s demonstrated excellence in using RelativityOne to tackle multifaceted legal challenges encountered by financial institutions, further enabling clients to efficiently respond to litigation and regulatory matters.
The Financial Services Industry Competency highlights Lineal’s proficiency supporting regulatory matters, cross-border investigations, complex communication analysis and high-volume review for banking, asset management, insurance and other financial sector organizations. Lineal’s experience spans the full spectrum of regulatory and enforcement activity, including market conduct inquiries, securities litigation, insider trading investigations, rate manipulation allegations, sanctions matters and internal corporate investigations.
To achieve this competency, Lineal demonstrated deep expertise in applying best practices for handling sensitive financial data in RelativityOne—spanning structured trading records, Bloomberg communications, Teams chat, communications surveillance workflows and accelerated responses to regulatory authorities.
Lineal’s proprietary Amplify™ Suite, combined with industry-specific playbooks and senior subject-matter experts, enables institutions to reduce review volumes, increase transparency and improve defensibility across highly scrutinized matters.
Lineal’s longstanding investment in financial services solutions has helped global institutions meet demanding timelines while maintaining accuracy, consistency and audit-ready documentation. Supported by unified workflows across RelativityOne, worldwide data centers and proven methodologies, Lineal continues to expand its capabilities for financial institutions seeking speed, predictability and security at scale.
“Financial institutions operate under extraordinary regulatory pressure, and Lineal has spent years developing the workflows, controls and intelligence required to meet those standards on the RelativityOne platform. Earning the Financial Services Industry Competency affirms our proven ability to guide clients through high-stakes inquiries, cross-border investigations and intricate communication analysis with speed and accuracy,” said Brian Stempel, Head of Customer Advocacy at Lineal. “In the hands of our financial services SMEs, Lineal’s Amplify suite of tools delivers the defensible and streamlined workflows needed to manage sensitive data at scale and stay aligned to legal strategy. ”
For more information about Lineal’s financial services solutions, visit: https://lineal.com/financial-services/.
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About Lineal
Founded in 2009, Lineal is a leader in eDiscovery, managed services, investigations, and legal technology innovation. The company’s comprehensive suite of services—including its work supporting financial institutions with advanced regulatory response workflows and its newly awarded Relativity Financial Services Competency—and groundbreaking solutions like Amplify™ enable legal teams to tackle their most complex financial data challenges with confidence. A global company, Lineal operates in the United States, United Kingdom, United Arab Emirates, Germany, Switzerland, Brazil, India, China, Hong Kong, and Singapore. Learn more at www.lineal.com.
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About Relativity
Relativity is a global legal technology company that empowers the legal data intelligence community to organize data, discover the truth and act on it. Its extensible, AI-powered platform, RelativityOne, transforms complex data into insights and actions to elevate the practice of law. Leading corporations, law firms and government agencies worldwide rely on Relativity and its robust partner ecosystem to uncover the most relevant and impactful information across a range of legal work. Relativity expands access to technology by providing its platform at no cost to more than 100 academic institutions through its academic program and to more than 90 organizations supporting pro bono legal work through its Justice for Change initiative.