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Conversation Recording

Record all customer interactions

From simple chat messages, to co-browsing sessions, shared documents and of course audio and video exchanges, our conversation recording can capture all aspects of an interaction for quality control and compliance purposes.

 

View of the recording

View of the recording

Each layer of the conversation can be recorded and made available for the financial institution and the customer. Our flexible solution allows you to define where you want to initiate the recording of a conversation.

Recording hub

Recording hub

Conversation recordings are stored as MP4 files and are available to authorized users only. Recordings are kept for a year in a secure database or exported into your own infrastructure.

Proactive compliance

 

All types of customer interactions can be recorded

Any conversation can be recorded and audited any time for compliance, quality or training purposes. It’s that simple.

Storage

Conversations are stored as MP4 files. Once a recording is complete, it is available to authorized users in the conversation history. The conversation’s information page includes information about the recording and a link to download the file.

Encrypted, restricted, logged

Our storage database is encrypted. Access to any recordings is limited to administrators and all actions carried out within the recording hub are logged permanently in the audit log.

Automated recording policies

With conversation templates, compliance officers and administrators can define when they need the recording to be triggered on a company or department level.

Why is this important if you provide financial advice in Europe?

 

Empower your compliance team with the tools they need to carry out their yearly audits and easily respond to requests coming from regulatory authorities.

These obligations are established in Directive 2014/65/EU on markets in financial instruments (MiFID II). As stated by Article 16, paragraphs 6 and 7, investment firms are required to keep a record of all services, activities, and transactions. Those records also need to include all business activities accomplished by digital means.

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Fact Sheet

Download a PDF version of our Product Guide

Product Guide