Rocket.Chat invites you to their event

Secure & Compliant Collaboration for Financial Services

About this event

🌎 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!


📅 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.

Hosted by

  • Team member
    Christopher Skelly CPO @ Rocket.Chat

    Christopher Skelly is passionate about technology, driving innovation, and creating meaningful products that improve people's lives. He's currently the VP of Product at Rocket.Chat, helping the product team to deliver a world-class collaboration tool.

  • Guest speaker
    Tom Mersman Sr. Director Enterprise Sales @ Rocket.Chat

    12+ years of experience leading sales teams for high-growth technology companies. Experience in cybersecurity with enterprise deployments across financial services, technology, and healthcare verticals.

  • Guest speaker
    Kevin Comer Sr. Director Enterprise Sales @ Rocket.Chat

    Over 10 years of front office experience for leading asset management and broker-dealers in New York. Was registered with FINRA with Series 7,63,4,55,24. Since transitioning into technology, Kevin has been helping financial services enterprises adopt and transform their employee and customer digital experience to achieve compliance and growth.

  • Guest speaker
    Yong Hindy Solutions Engineer @ Rocket.Chat

    Yong has over 10 years of experience, from being a customer to supporting customers in their collaborative and open source needs.


The world's largest open source communications platform

Rocket.Chat is built for organizations that need more control over their communications; it enables collaboration between colleagues, partners, customers, communities, and even platforms without compromises on data ownership, customizations, or integrations.