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 Customer Experience Global Financial Services
Goals • What is MultiLine? • Who is it for? • How easy is it to launch? • Why has it been successful? • Where does a firm start?
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 •
Security & Compliance GDPR, FINRA, SEC, FCA, MIFID II, HIPAA • Hosted IBM Cloud • Privacy by design • Record, capture, and archive calls and texts • Secure cloud storage • Data encryption • Compliance • Certifications
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
Q&A
• Follow us on LinkedIn and look out for our next Livestream series event • You’ll receive our Key Decisions Checklist after the event + recording
Recommend
More recommend
