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The iPlum financial compliance line can help insurance agents streamline client communication, record conversations ethically, and archive communication records in line with SEC and FINRA requirements.

iPlum brings together the communication tools lawyers use every day and turns them into practical, secure productivity tools for legal practice.

In this article, we’ll go over these violations to help you identify weak points in your current communication setup. We’ll also tell you how to use the iPlum dedicated financial compliance line to avoid them before they become regulatory issues.

Sure, communication has moved to mobile. It’s now routine for lawyers to answer calls, send texts, and review voicemails on their personal phones throughout the day. But these devices don’t offer legal compliance on their own.

In this article, we’ll talk about texting for lawyers and what you should do before sending your client again. More importantly, we’ll introduce you to iPlum’s secure communication solution for lawyers and why you should consider using it for client texting.

In this article, we compare the iPlum financial compliance line directly against native mobile calling and messaging apps to determine which solution aligns with SEC and FINRA regulatory standards.

At iPlum, we built a secure and compliant VoIP phone system for law firms. And in this blog post, we’ll tell you how you can roll it out in your firm without interrupting client communication.

If you're an attorney, you must be using text messages for client communication. But are you treating text messages with the same care as emails or formal letters? If you're not, you risk violations, lost evidence, or disciplinary action.

Personal mobile phones can easily compromise the attorney-client privilege, especially when communication happens over unsecured channels. In this article, we’ll help you navigate the hidden risks and ethical obligations of mobile communication.

6 in 10 people prefer texting over calling. Financial professionals are no different. But what started as a quick, easy way to stay in touch with clients has turned into a serious compliance concern for brokers, advisors, and other players in the financial industry.