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Truly-compliant WhatsApp and WeChat Monitoring: Seeing is Believing

Not so long ago, the majority of customers spoke to their financial providers by phone, email, or in person. Although this still happens, these channels are in decline. Instead, the rapid rise of social media and instant messaging, is transforming customer service.

But social media is a financial services blind-spot. Firms routinely record voice and email communications, and believe they are compliant. However, regulations like MiFID II require all relevant e-communications to be recorded, which includes communications via websites, client portals, mobile apps, and social media.

It is a common belief that social messaging apps like WhatsApp and WeChat are not compliant as messages cannot be recorded and archived. This is simply not true.

Join our webinar where Peter Kunszt, Head of Product Development at Qumram will show how you can use WhatsApp and WeChat to communicate with customers, but also internally for staff to communicate with each other.

We will also hear from Dushyant Shahrawat, Managing Director of FinTech Associates Ltd on "how financial institutions can successfully manage the challenges and opportunities associated with the changing world of digital communications.”

Register now to secure your place!
Recorded Oct 11 2017 62 mins
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Presented by
Peter Kunszt, Head of Product Development, Qumram and Dushyant Shahrawat, Managing Director, FinTech Associates Ltd
Presentation preview: Truly-compliant WhatsApp and WeChat Monitoring: Seeing is Believing

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  • Truly-compliant WhatsApp and WeChat Monitoring: Seeing is Believing Recorded: Oct 11 2017 62 mins
    Peter Kunszt, Head of Product Development, Qumram and Dushyant Shahrawat, Managing Director, FinTech Associates Ltd
    Not so long ago, the majority of customers spoke to their financial providers by phone, email, or in person. Although this still happens, these channels are in decline. Instead, the rapid rise of social media and instant messaging, is transforming customer service.

    But social media is a financial services blind-spot. Firms routinely record voice and email communications, and believe they are compliant. However, regulations like MiFID II require all relevant e-communications to be recorded, which includes communications via websites, client portals, mobile apps, and social media.

    It is a common belief that social messaging apps like WhatsApp and WeChat are not compliant as messages cannot be recorded and archived. This is simply not true.

    Join our webinar where Peter Kunszt, Head of Product Development at Qumram will show how you can use WhatsApp and WeChat to communicate with customers, but also internally for staff to communicate with each other.

    We will also hear from Dushyant Shahrawat, Managing Director of FinTech Associates Ltd on "how financial institutions can successfully manage the challenges and opportunities associated with the changing world of digital communications.”

    Register now to secure your place!
  • Social media in financial services: opportunity or regulatory nightmare? Recorded: May 3 2017 60 mins
    Patrick Barnert, Qumram, Joy Macknight, The Banker, David Bruno, UBS, Courtney McQuade
    There is no doubt that social media is a valuable engagement platform for any business. So why have financial services firms been so slow to engage with customers via this channel?

    In this webinar we will discuss:
    * What is the truth about social media in financial services: do customers really want it, and if so, what for?

    * How are banks and other financial institutions reacting?

    * Is the use of social media for two-way communication in financial services a reality today?

    * What are the compliance and risk challenges associated with social media usage; how can they be mitigated?

    * Which financial institutions are leading the way?

    * Should banks build their own social platforms to avoid compliance and control issues?
100% compliant digital record-keeping – web, mobile, social
Qumram enables every digital interaction – web, social, mobile – to be recorded and replayed, on demand, providing a complete digital audit trail for financial services organisations, in accordance with global regulatory requirements: SEC, FTC, FINRA, ESMA, MIFID, FFSA, DOL and more. Qumram also facilitates fraud detection and supports customer experience initiatives.

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  • Title: Truly-compliant WhatsApp and WeChat Monitoring: Seeing is Believing
  • Live at: Oct 11 2017 2:00 pm
  • Presented by: Peter Kunszt, Head of Product Development, Qumram and Dushyant Shahrawat, Managing Director, FinTech Associates Ltd
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