Instant Message & Chat Collaboration Recording

Instant messaging plays a vital role as a means of real-time communications within financial services and trading. While IM and chat can significantly accelerate business-related interactions, they also pose a compliance challenge financial firms need to tackle to operate within the boundaries defined by internal policies and financial trading regulations. In order to adhere to record-keeping, monitoring and reporting obligations, capturing and archiving instant messages into a centrally managed, easily searchable repository is essential for your organization.

Providing the Building Blocks for Your IM Compliance

Become confident in reconstructing trade events, retaining IM content and metadata as long as required by law, and monitoring interactions for signs of suspicious activities, insider trading, and unethical behavior. Verint provides an integrated solution to record instant messaging and persistent chat with a single, easily navigable platform. Using compliance recording by Verint, your business can record text-based interactions via various unified communications and collaboration platforms including Microsoft Teams, Skype for Business, Cisco Collaboration, Symphony, Bloomberg chat and more. 

financial risk and compliance powered by verint

Our solution provides a unified search experience, where IM conversations are presented in the same view as voice, video, and other recorded modalities. IM sessions are fully searchable using automatic labeling, filters, and advanced search criteria. They are presented in a streamlined conversation viewer which shows the entire chat log and the related metadata to ease discovery and retrieval when it comes to fulfill audit and regulatory requests. Using our solution, your compliance team gains the ability to accelerate search for relevant conversations, accurately spot keywords and key phrases, assign communications via IM / chat to compliance cases, and apply granular policies to enhance information governance and supervision.

Beyond offering robust instant message recording and archiving capabilities, Verint enables centralized maintenance, administration, data management, categorization, analysis, and retrieval of all captured interactions. It is based on open standards and provides rich integrations for data export and import to help your team transfer IM records to third-party systems or migrate legacy IM transcripts and metadata from external recorders and other data sources to your Verint recorder.


Use a robust and reliable solution to capture, retain and monitor instant messaging and chat interactions originating from unified communications, collaboration platforms by Cisco, Microsoft, Symphony and Bloomberg.


Verint not only allows you to record interactions but retain, manage, search, analyze and retrieve records using an intuitive interface and purpose-built functionalities to help you address complex IM compliance requirements.


Record your staff at all times or on-demand, leverage centralized capture methods, such as network-based, dial-in, passive or proxy-based recording, and safeguard IM records through secure access control and end-to-end encryption.


Verint provides automatic indexing and advanced text search to help your business turn massive volumes of chat logs and IM transcripts into actionable business intelligence and proof of evidence.


Leverage recording redundancy, high availability and assurance options ensuring that all conversations get into the recorded database and that the recording service is up and running to avoid breaches in compliance.


We provide your business with enhanced scalability to help you remain compliant as your business evolves. Select the deployment option that best suits your technical and compliance requirements while enabling cost-effectiveness.

Our instant message recording solution supports single- or multi-site networks deployed at branch offices, back-office and contact center operations, and trading environments. As the recording system is easy to scale, it can seamlessly adapt to your changing IM & chat archiving demands thus help you manage the change of users, endpoints and back-end infrastructure.

Weaving Compliance Into Text-based Interactions

Unified Search & Retrieval

A single search experience, a timeline view of interactions, and seamless retrieval of IM transcripts

IM Content Filtering

Block, filter and redact the content of ongoing IM sessions and notify users of flagged words or phrases

Compliance Messages

Trigger disclaimers and policy notifications visible for participants to avoid compliance breaches

Compliance Stop

Chat conversations can be blocked and prevented if the recording is not operational due to any circumstance

Full-text Search

Spot what you are looking for in large amounts of recorded chat / IM records at lightning speed

IM Redundancy

Ensure that all interactions get into the database by applying an extra layer of assurance


High availability options enable recording sessions to continue without disruption after network downtime

End-to-end Encryption

Sessions transferred between recorders and the repository are encrypted to avoid tampering

Capture Instant Messaging & Chat From Multiple Platforms


Browse Other Supported Platforms and Modalities

Supported Endpoints & Platforms


Unified Communications & Collaboration | Trading Turret Systems | Mobile Networks | Telephony & Collaboration Endpoints | Contact Center Platforms | Session Border Controllers

Captured Communication Modes


Landline & Mobile Voice | Instant Messaging & Chat | Mobile SMS | Video | Desktop Screen | Screen/App Sharing | File Transfer | Whiteboarding | Polls & Q&A


Capturing omnichannel communications


Your ultimate solution for records retention and data management

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Compliance Recording Uncovered

Read an in-depth analysis of how to get compliance recording right to meet financial services regulations.

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