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.
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.
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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