How Financial Institutions Can Achieve Absolute Assurance with Microsoft Teams Recording

Published 05/11/25 under:

For financial institutions, every conversation counts. Whether it’s a trading floor discussion, a client video call, or an internal message on Microsoft Teams, each interaction must meet strict regulatory recording and compliance standards.

For firms under strict regulatory frameworks such as MiFID II, FCA, FINRA, SEC, GDPR, EMIR, or HIPAA, every one of those interactions could be subject to scrutiny.

So how can compliance leaders maintain full control and confidence over their digital communication environment — without slowing down collaboration or innovation?

That’s exactly where Kerv’s Microsoft Teams Recording solution comes in. Built for highly regulated industries, it transforms Teams into a compliant communications backbone, powered by two cutting-edge platforms: Compliance Cloud and Guardian Assurance — all backed by Kerv’s 24/7 managed support.

Compliance Cloud: Intelligent, Always-On Recording for Microsoft Teams

Kerv Compliance Cloud is an award-winning, cloud-based platform that delivers seamless, policy-driven recording across Microsoft Teams. Designed to handle the full spectrum of compliance requirements, it automatically captures:

• Teams voice and video calls
• Chats and instant messages
• Screen shares and file transfers

Unlike fragmented or manual recording systems, Compliance Cloud centralises everything into one secure environment, ensuring global compliance and data sovereignty across regions and jurisdictions.

With granular recording policies, firms can define which users, desks, or departments fall under regulatory scope, ensuring every in-scope interaction is recorded — and nothing else. The result: simplified audits, faster data retrieval, and complete peace of mind.

This isn’t just compliance — it’s proactive assurance, delivered through a platform trusted by financial institutions across the UK, EMEA, and beyond.

Guardian Assurance: Verified Integrity for Every Interaction

Recording is only part of the story. Regulators expect proof that every required call and message has been successfully captured — and that the systems doing the recording are functioning perfectly.

That’s where Kerv Guardian Assurance delivers real innovation. Acting as a verification layer for Compliance Cloud, it continuously monitors, validates, and reports on recording health. The suite comprises three integrated modules:

1. CDR Assure – Did We Capture Everything?
   Cross-checks call data records against recording metadata in near real-time to ensure no calls slip through the cracks. Perfect for meeting stringent MiFID II and FCA record-keeping standards.
2. Config Assure – Is the System Configured Correctly?
   Constantly audits the recording setup against a “golden source” baseline, alerting compliance and IT teams instantly to any configuration drift or unauthorised changes.
3. Endpoint Assure – Are Devices Ready to Record?
   Performs proactive endpoint testing — verifying that every recording device is operational and capturing audibly before the trading day begins.

Together, these components provide total transparency and control — transforming compliance from a reactive burden into a predictable, automated process.

Managed Support: Compliance Without Compromise

Technology alone isn’t enough. What truly differentiates Kerv is its commitment to fully managed service delivery — combining best-in-class platforms with world-class expertise.

Kerv’s managed support ensures your Microsoft Teams compliance recording runs flawlessly, with:

• Proactive Risk Mitigation: Automated alerts from Guardian Assurance help identify and resolve potential compliance issues before they escalate.
• Global Expert Support: 24/7/365 service operations and multi-tier engineering teams deliver continuous monitoring and rapid remediation, built around ITIL best practices.
• Guaranteed Resilience: A 99.999% SLA uptime ensures your recording infrastructure is always operational, secure, and compliant.
• Strategic Partnership: By outsourcing compliance recording to Kerv, internal IT teams can redirect resources toward innovation, client service, and growth.

In short — Kerv turns Microsoft Teams into a compliance-ready collaboration ecosystem, ensuring every communication is captured, verified, and securely stored.

Financial institutions choose Kerv because it combines deep Microsoft expertise, regulatory understanding, and proactive service management into a single, unified solution.

With Compliance Cloud and Guardian Assurance, organisations move from compliance monitoring to compliance mastery — achieving the absolute assurance regulators demand and customers expect.

When it comes to Microsoft Teams Recording for Financial Services, there’s a reason leading firms across London, Europe, and North America trust Kerv:

Compliance Cloud captures it. Guardian Assurance validates it. Kerv guarantees it. So now you’ve done the research, come and talk to us!