Mobile Communications: How To Win Clients and Stay Compliant

Jamie Hoyle, VP Product

In today’s fast-paced business world, communication is key. This is especially true in the financial services industry, where timely and secure communication is vital to the success of any transaction.

Messaging apps such as WhatsApp, iMessage, and SMS have started to gain prominence as tools for financial professionals to communicate with clients, colleagues, and other stakeholders. However, as with any form of communication, there is a need to archive these messages for compliance and regulatory purposes.

In this whitepaper, find out about some of the challenges facing firms as they begin to adopt mobile communications archiving solutions, understand the possibilities when it comes to instant messaging capture, and learn some tips and tricks for dealing with this new frontier of mobile data.

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