MultiLine™ for Financial Services
Close compliance gaps and open new channels for client engagement.
MultiLine is the Choice of Wall Street
Tier-1 Banks around the world trust MultiLine to provide compliant, mobile communications from any device.
Battle-Tested
Our services have been deployed to thousands of wealth advisors, relationship managers, commercial bankers, traders, and mortgage brokers.
Cover All Your Bases With Gap-Free Compliance
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). *
Texting Bans Don't Work
Clients expect to be able to text and message with advisors. It’s not about whether advisors should text or use social messaging apps. It’s about how to enable it.
A Premier Solution for Financial Firms Everywhere
Build client trust with timely message conversations on SMS, WhatsApp, WeChat, and LINE.
Minimize no-shows by sending appointment reminders by text.
Update clients on trade instructions, research, training, and transitions.
Improve engagement and service levels without compromising record-keeping and other regulations.
Automatically log text messages in Salesforce CRM.
