Financial Services Expertise

Cover all your bases with gap-free compliance

MultiLine provides mobile recording of all calls and texts, for a complete record of all your communication, and easy digestion in your CRM of choice

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

Multiline captures every call, text, and WhatsApp message, with zero effort from your team. MultiLine helps enforce and prove compliance with MiFID II, FCA COBS 11.8, SOX, GLBA, FINRA Regulatory Notices 10-06 and 11-39, and SEC Rule 17a-4(b)(4). *

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.

Whatsapp and SMS for Business

Personal and professional kept completely separate

While all communication via the Multiline app can be recorded and analyzed for client security and regulatory compliance, all personal communication remains private and invisible to the organization.

Enable SMS opt-in to automatically capture client consent to text, while SMS redaction prevents sensitive information from being shared over inappropriate channels.

Because clients want to text, employees will feel pressure to meet them where they’re at. It’s better to prove that you have provided a compliant option for your employees than to just do a blanket ban. Using MultiLine for texting or WhatsApp messaging will improve engagement and service levels without compromising record-keeping and other regulations.

Get In Touch With Us

Talk to one of our team members

Schedule a demo below with our team today!


Explore the MultiLine Experience