LIVESTREAM From Chaos to Compliance Your Action Plan to Activate a - - PowerPoint PPT Presentation

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May 02, 2023 555 likes •633 views

LIVESTREAM From Chaos to Compliance Your Action Plan to Activate a Compliant Mobile Communications Strategy During COVID-19 Tara Panu Javier Solis Sean Winter VP of Marketing & Client Success Director, VP of Global Client Success

SLIDE 1

LIVESTREAM

From Chaos to Compliance

Your Action Plan to Activate a Compliant Mobile Communications Strategy During COVID-19

Sean Winter

VP of Global Client Success

Tara Panu

VP of Marketing & Customer Experience

Javier Solis

Client Success Director, Global Financial Services

SLIDE 2

Goals

What is MultiLine?
Who is it for?
How easy is it to launch?
Why has it been successful?
Where does a firm start?

SLIDE 3

MultiLine

Features

Separate business number
Any device, any carrier
Calls over Wi-Fi, data, GSM
Compliance recording
Storage and archive
Deploy with EMM/MDM
Integrates with CRM & Archive
Fast deployment

SLIDE 4

Security & Compliance

Hosted IBM Cloud
Privacy by design
Record, capture, and archive calls and texts
Secure cloud storage
Data encryption
Compliance
Certifications

GDPR, FINRA, SEC, FCA, MIFID II, HIPAA

SLIDE 5

Key Decisions Checklist

q Number of users and their roles q In which countries will your firm need to deploy? q Will numbers need to be ported from an existing mobile or desk phone? If so, how many? q What channels need to be archived? (calls, texts, or both) * 90 Day Free Storage q What is the target launch date? q Is there a desire to launch all users at once or have a phased launch? q Identify Project Sponsor and Administrator roles

SLIDE 6

Q&A