Financial Services

Communication confidence for firms operating under regulatory scrutiny.

Support advisers, brokers and front-office teams with mobile freedom while strengthening the controls around recorded business communications.

The communication challenge.

When important conversations happen outside controlled channels, organisations can face evidential, governance and regulatory gaps.

Reduce off-channel communication risk

Support FCA and MiFID II record-keeping frameworks

Give compliance teams searchable, auditable evidence

Preserve a natural client and adviser experience

How MobeRec helps

Controls that follow your people, not the other way around.

Automatic recording helps capture relevant mobile communications without relying on employees to remember an app, a process or a different way to call.

  • Automatic mobile voice recording
  • SMS capture where required
  • Secure search, replay and export
  • Configurable retention and Litigation Hold
  • Integration with existing archive strategies
“MobeRec has helped us eliminate gaps in our mobile call recording policy. Our front-office teams can work as normal while we have confidence that business calls are captured.”
Compliance Manager · Investment Bank

A partner that understands both sides of the problem.

MobeRec brings technical delivery and practical compliance understanding together, making implementation easier for IT and more reassuring for oversight teams.

Discover

Understand policy, users, channels and retention needs.

Design

Agree the right recording and mobile deployment model.

Deploy

Implement with clear onboarding and minimal disruption.

Support

Stay close through responsive, knowledgeable service.

Build greater confidence in financial services communications.

Talk to an Expert →