FINITY360 MONITOR
A Salesforce compliant communications solution to keep your firm safe
- Seamless user experience
- FINRA, SEC and CFTC compliant
- AI- and blockchain-enabled
Simple supervision solution with one-click review functionality
LATEST RELEASE
05/01/2022CATEGORIES
SalesSimple supervision solution with one-click review functionality
Overview
An effective supervision engine and workflow is key to satisfying regulatory requirements and mitigating risk within your organization. The Finity360 Monitor ensures you're covered. Whether you're seeking an intuitive, simple supervision solution with one-click review functionality, escalation queues and built-in audit trails, or a fully customized supervision solution with complex policies and rich reporting that has been proven at scale, the Finity360 Monitor is your comprehensive, compliant solution.
Highlights
- 4500 keywords and phrases built into Salesforce. Easy to add or delete keyword phrases.
- Compliance workflow that flags, captures and stores to meet regulatory needs.
- Monitors email, chatter and voice communications