Mobile Call Recording & Texting Compliance

Financial, legal, insurance, real estate, mortgage, brokerage, sales and other regulated businesses may need mobile communication recording, archiving or recordkeeping capabilities. iPlum provides business communication tools designed to support these workflows.

CMS requirements can include call recording, retention and disclosure obligations for certain insurance and Medicare-related communications. Organizations should determine which requirements apply to their specific activities and configure recording, retention and announcements accordingly. Check this page for pricing details.

In order to prevent another financial crisis like 2008 from occurring in the future, the Dodd-Frank act aims to improve financial stability by increasing transparency in the system.

Dodd-Frank Act was passed in 2010. In order to protect consumers from receiving fraudulent financial advice, many regulatory changes require all calls and texts to be recorded and archived for greater accountability.

The new Commodity Futures Trading Commission (CFTC) rules in 2012 require brokers to record phone conversations across mobile lines. By recording the conversations made by the financial companies, the sector can achieve transparency and reduce liability.

iPlum Enterprise is designed for organizations that need call recording and long-term communication archiving. See the Pricing page for current plan details. Check plan details.

Yes, with an iPlum business account, you can set up multiple sub-accounts for your team associates and give them a separate line on their existing mobile phone with compliance requirements. All this is managed using a central console.

Yes, iPlum provides bidirectional recording for both incoming and outgoing calls. iPlum provides a standard announcement for recording calls alerting the other party that their conversations will be recorded.

Yes, iPlum provides bidirectional texting and archives them in the iPlum portal for extended periods for financial regulatory compliance.

CMS requirements can include call recording, retention and disclosure obligations for certain insurance and Medicare-related communications. Organizations should determine which requirements apply to their specific activities and configure recording, retention and announcements accordingly. Check this page for pricing details.

The Gramm-Leach-Bliley Act (GLB Act or GLBA) of 1999 is also known as the Financial Modernization Act. It is designed to protect consumers’ private information and apply specific protections to customers’ private data in accordance with a written information security plan created by the institution.

Yes, you can add a special announcement to play automatically at the beginning of every call for your compliance requirements.

Yes. iPlum provides privacy and security-focused business communication features, including encryption technologies, administrative controls and advanced password policies.

Yes, you can play your recordings in the iPlum app and iPlum portal. You can download and store audio files at the iPlum portal.

Yes. You can port an eligible existing landline or mobile number to iPlum and use supported iPlum compliance, recording and archiving features with that number. Check step by step process here.