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!