Close compliance gaps and open new channels for client engagement

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Trusted by top banks and enterprises

FINANCIAL SERVICES EXPERTISE

Trusted by top banks

MultiLine customers include some of the world’s largest, most security-conscious financial services firms. The service has been deployed to thousands of wealth advisors, relationship managers, commercial bankers, traders, and mortgage brokers.

COMPLIANCE

Cover your bases with gap-free compliance

Equip regulated users with a recorded mobile line that captures every call, text, and WhatsApp message. MultiLine helps enforce and prove compliance with MiFID II, FCA, SOX, GLBA, FINRA, and more.

COMPLIANT MOBILE MESSAGING

Don’t ban texting. Embrace it.

Clients want to text, and employees do too. Use MultiLine to improve engagement and service levels with a company-approved messaging channel that ticks all the compliance boxes.

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COMPLIANT BYOD

Advance your BYOD agenda

Use MultiLine to initiate or expand a BYOD program to include regulated users. Retire costly company-owned phones and eliminate the dual-device hassle for employees.

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COMPLIANT REMOTE WORK

Achieve airtight compliance for at-home workers

MultiLine makes the hybrid workplace possible for regulated users. The service ensures that employees are reachable, productive, and compliant whether they’re working at home or in the office.

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How Financial Services Firms Use MultiLine

Wealth Management
Wealth managers text daily portfolio updates and market guidance to clients. Texts are automatically logged in Salesforce CRM and archived for regulatory reporting.
Trading
Traders place trades and service clients on a recorded business line. Recordings are stored centrally for surveillance and analyzed by a BI engine for trading recommendations.
Home Banking
Home lending advisors text clients with all the necessary privacy controls. Texts and client consents are captured and stored centrally for quality assurance.

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