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MultiLine for Financial Services
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Deliver Exceptional Client Experiences

MultiLine provides secure and compliant calling and texting through a separate mobile phone number on your employee’s corporate or personal device. All communication data is captured and sent to your archive or CRM so you can engage with clients with greater efficiency and immediacy while minimizing your firm’s compliance, legal, and reputational risk.

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Trusted by the world's leading banks

Compliance

Capture all your client communications and send data to your compliance archive to adhere to MiFID II, FINRA, Dodd-Frank and GDPR requirements.

Productivity

Capture all client engagements in a single system of record to extract business intelligence, surface actionable insights, and draw best practices.

Client Engagement

Communicate efficiently with your clients on the channels they prefer to deliver exceptional service and experience.

Product Capabilities

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Secure Business Number

Separate app, dialer, contact list, caller ID, voice mail, SMS and call logs, do not disturb and scheduler.

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Compliant Texting

Securely communicate with clients more efficiently with SMS with ability to create automatic workflows to capture client consent and redact certain keywords or phrases.

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Voice and Text Capture

Options to record just voice, just SMS, or both no matter on Wi-Fi, data or cellular. Enjoy multiple recording, storage and retrieval options (such as support for live voice call recording).

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Manage within MDM

Easily deploy, secure, and manage the MultiLine app with leading providers like Microsoft Intune, BlackBerry Dynamics, Workspace One, and Mobile Iron.

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Seamless Integrations

Capture voice and text with zero disruption to the workflows of end users and send data seamlessly to your archive or CRM of choice.

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Supervision Workflows

Audit trails, alerts and reports help compliance and mobility teams meet obligations and maintain visibility across all business voice and text.

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Across the board, financial services firms are finding that customers and employees alike expect to communicate conveniently on their mobile devices.”

Larry Feinsmith, Managing Director and Head of Global Technology Strategy, Innovation and Partnership at JPMorgan Chase & Co.

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