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Financial Services

Secure communication is crucial in the financial services industry.

Financial services professionals need to ensure that their organization distributes sensitive financial information safely, securely and in compliance with regulations such as FINRA, Gramm-Leach Bliley Act, Financial Conduct Authority, MiFID – Markets in Financial Instruments Directive, and the Dodd-Frank Act.

TeleMessage provides fully-compliant archiving and secure messaging solutions which meet all regulatory agencies requirements for electronic communication.

Ensure compliance with regulatory mobile archiving requirements

(Financial Industry Regulatory Authority) – April 2017

“… Every firm that intends to communicate, or permit its associated persons to communicate… through a text messaging app or chat service must first ensure that it can retain records of those communications.

The FINRA Compliance Service Provider Directory lists TeleMessage as among the approved Email Archive & Data Management vendors.

(Markets in Financial Instruments Directive) – Oct 2016

“… requires the recording of the telephone conversations and any electronic communication… including amongst others video conferencing, fax, email, Bloomberg mail, SMS, business to business devices, chat, instant messaging and mobile device applications.”

The Alternative Investment Management Association (AIMA) includes TeleMessage among its MiFID 2 vendors of telephone taping and surveillance solutions.

TeleMessage secure messaging solutions meet all regulatory agencies requirements for electronic communication.

Our platform allows for secure, seamless communication for financial services:

End-to-end encrypted messages, data is encrypted both in transit and at rest
Safely attach documents, send photos and collaborate with clients and colleagues
Use own devices which improves employee satisfaction and save the organization money
Offers a data-based platform that doesn’t use up plan limits or drain battery
Can be used across multiple devices such as the web platform, smartphone, and Outlook
Works on both Android and iOS devices
Messages can be tracked to see delivery progress—you’ll know when messages are sent, delivered and read
Group messaging for improved collaboration amongst colleagues and teams
All communication is auditable to adhere to compliance regulations

TeleMessage is a user-friendly system that protects users’ data so that financial service organizations can adhere to external and internal compliance policies while improving collaboration amongst coworkers and teams, and increase workflow efficiency and ultimately saving companies time and money.

Financial services organizations and professionals can take advantage of our APIs to connect the TeleMessage secure messaging platform with internal systems, practice management systems, ERPs and CRMs.

Read more about our Compliance guarantee, and Security.

TeleMessage provides businesses, employees and clients the benefits of mobile communication while ensuring security & privacy.

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