One platform to track, review, and archive

Patrina’s Electronic Communications Module offers a robust, all-in-one solution for managing your firm’s email, social media, and instant message communications. This powerful, unified platform simplifies compliance by providing a seamless way to track, review, archive, and retrieve any electronic communication across your organization. Whether emails, social media posts, or instant messages, Patrina’s intuitive interface allows you to locate and manage your firm’s communications easily.

By centralizing these tasks within a single platform, Patrina ensures that your firm meets regulatory requirements efficiently while maintaining a comprehensive and easily accessible archive of all electronic communications. This enhances your compliance efforts and empowers your team to operate more confidently and transparently.

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

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

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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What Sets Us Apart ?

Patrina. When You Need More
Than Data Archiving

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