From simple chat messages, to co-browsing sessions, shared documents and of course audio & video exchanges, our conversation recording can capture all aspects of a transaction for quality control and compliance purposes.
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.
Conversation records are stored as MP4 files and are available to authorized users only. Records are kept for a year in a secure database or exported into your own infrastructure.
Any conversation can be recorded and audited any time for compliance, quality or training purposes. It’s that simple.
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.
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.
With conversation templates, compliance officers and administrators can define when they need the recording to be trigger on a company or department level.
Enable your compliance team with the tools they need to carry out their yearly audits and easily respond to requests coming from regulatory authorities. Keep a trace of all information exchanged and store those records for future reference and audits.
These obligations are established in Directive 2014/65/EU on markets in financial instruments (MIFID II). As stated by Article 16, paragraph 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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