Audited, encrypted, escalation-aware. SOC 2 today, ISO 27001 tomorrow.
Built for fintech, lenders, and wealth platforms. Encryption, audit logs, SAML SSO, and an AI Code of Conduct that knows when to escalate to a licensed advisor.
What makes it fit.
- ✓SOC 2 Type I in hand, Type II by November. ISO 27001 targeted Q4 2026.
- ✓SAML SSO + SCIM on Enterprise. Audit log with SIEM forwarding.
- ✓AI Code of Conduct: never gives financial advice unless your team has signed the addendum.
- ✓Escalation triggers on regulatory keywords (FINRA, SEC, complaint, dispute).
- ✓Call recording with opt-in consent, encrypted, retention configurable.
- ✓Encrypted at rest (AES-256), TLS 1.2+, quarterly key rotation.
Four things that matter the most.
Regulator-friendly audit log
Every privileged action logged. 12-month default retention, configurable up. CSV and JSON exports for examiners.
AI Code of Conduct with regulatory triggers
FINRA, SEC, complaint, dispute, fraud. Each triggers immediate escalation to a human. No way to override at the workspace level without a signed legal addendum.
Identity verification flow
Custom verification step in the chat. Last 4 of SSN, account number, recent transaction. All encrypted, never logged in plain text.
Call recording with opt-in
Two-party consent announcement in 38 languages. Recordings encrypted, retention configurable from 7 days to indefinite.
“Our auditor signed off in three weeks. The audit log alone made the case for switching to Message.”
Integrations that matter for financial services.
Deeper dives.
Try Message for financial services.
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