Secure & Compliant Collaboration for Financial Services

🌎 Here’s the world we live in:

1. JPMorgan Chase is paying $200 million in fines because its employees used non-compliant WhatsApp to exchange messages about company business.
2. Communication with clients and prospects is no longer just phone or email - and these new digital channels must meet regulatory record keeping-laws to ensure firms aren't skirting anti-fraud or antitrust laws.
3. Customers expect interactions with financial services firms to happen on their own time, on their preferred digital channels and devices. (Consider that 70% of finserv firms rely on retaining the next generation of clients from their current clientele as a primary business development tactic).

The takeaway? 🤔

While phone conversations and messages on official company devices and software platforms are preserved, it’s much harder for compliance departments to surveil communications on third-party apps.

Employees and customers not only expect communications to be seamless and across their preferred channels and devices but, they will (both) have it their way regardless of whether or not your firm adapts to today’s reality.

This is a huge and costly compliance risk within your internal communications and an even greater risk across your entire clientele. Firms that adapt will thrive while those that don’t, will struggle. Customers will simply move on to the next best thing.

Remember when all communication was just a desk phone? The workforce has changed, technology has advanced and regulators are looking. We’re beyond a trend, this is real.

Messaging tools can be hacked just like other systems. Only the ones with strong security will protect the valuable data contained within. It requires a strategy that combines true end-to-end encryption and compliance for protection from every angle.

On June 23rd, we’ll talk about how finserv firms can thrive in 2022 by owning their data and providing a full audit trail of secure and omnichannel communications for employees and customers.

If you are in finserv, this session is for you. Save your seat!

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📅 Date: June 23rd

⏲ Time: 11AM Central | 9AM California

📍 Place: Online

⏺ Can’t make it to the live session? Register anyway and we’ll send you the recording.