Electronic Communication Module


One platform to track, review, and archive

A powerful, unified platform, Patrina’s Electronic Communications Module manages and retains all your firm’s email, social media, and instant message communications. Quickly locate, review, archive, and retrieve any captured electronic communication firm-wide through the industry’s easiest to use interface.

Oversee your Electronic Communications from a single screen

One of 8 powerful modules built on the industry’s easiest-to-use interface, Patrina’s Electronic Communications Module lets you:

  • Customize flagging lexicons;
  • Execute percent sampling of all messaging;
  • Flag messages for follow up;
  • Monitor social engagement to ensure compliance with SEC, FINRA and CFTC regulations;
  • Control access and permission to view messages from specific groups
  • Place users on heightened supervision
  • Analyze risk and reassign/escalate oversight;
  • Maintain a full audit trail, archive, and import legacy messages; and
  • Generate custom reports for review and proof of oversight.

Meet all recordkeeping requirements of 17 a-(4) and 17 CFR 1.31

Track, review, and archive electronic communications across all major platforms, including:

  • Microsoft Exchange
  • Microsoft 365
  • Google Mail
  • Facebook
  • LinkedIn
  • Twitter
  • Yammer
  • Youtube
  • Bloomberg
  • Microsoft Lync
  • MSN Messenger
  • Windows Messenger
  • Slack Messaging
  • Blog RSS Feeds

Patrina’s that simple

Point. Click. Compliance..

So, when the regulators call, will you be ready?

Click here to schedule your Patrina demo or call +1.212.233.1155 today and we’ll help you do more, spend less, and reduce risk!


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