Overview

Policy-Based Recording for Microsoft Teams

Microsoft Teams has become a critical communication tool for organisations across industries, enabling voice calls, video meetings, chats, and file sharing for internal collaboration and external engagement. However, in regulated industries like financial services, ensuring compliance with laws such as MiFID II, FCA, SEC, and FINRA is essential.

As companies increasingly rely on unified communication platforms like Microsoft Teams for collaboration, the need for robust compliance measures has become paramount. Financial institutions and other regulated businesses must capture and store communication data to comply with regulations such as MiFID II, GDPR, HIPAA, and FINRA.

Kerv’s Compliance Cloud is a comprehensive compliance recording solution for a variety of modalities, including Microsoft Teams. With the ability to capture various forms of communication, including voice and video calls, instant messaging, meetings, and screen sharing, ensuring a complete record of interactions.

The Kerv Difference

Comprehensive Teams Compliance Solutions

End-to-end Microsoft expertise
As a Microsoft Solutions Partner with in-house expertise across the entire Microsoft technology stack, Kerv is uniquely positioned to help your organisation not only deploy MS Teams compliance recording but also help you design, plan, and implement your Teams rollout, holding your hand every step of the way.

Choice
Whether you just need to record Teams voice calls or require a native integration to capture all communications happening over Teams, we offer a choice of FCA and MiFID II-compliant, Microsoft-certified, native policy-based Teams recording solutions. 

Choose which users to record
If you’re looking to record Microsoft Teams for regulatory compliance, you probably won’t need to record all your employees. We can help you assign compliance recording policies and rules to give you full control over which users you record and provide secure, hierarchical access to your MS Teams recordings with granular, role-based access to your compliance portal. 

Leading edge Microsoft Teams compliance recording solutions

Regulatory Compliance

Many industries, particularly finance, are subject to strict regulations such as MiFID II, GDPR, HIPAA, EMIR, and FINRA, which mandate the capture and storage of communication data. Recording Teams interactions ensures that organisations meet their legal obligations by capturing a comprehensive record of all communications

Risk mitigation

Real-time monitoring tools can proactively identify potential compliance breaches, allowing for immediate corrective actions. This proactive stance helps prevent issues from escalating and reduces the likelihood of non-compliance penalties.

eDiscovery and Analytics

Leverage speech-to-text, trade reconstruction, and real-time alerts. Businesses can analyse communication data to gain insights into performance, customer engagement, and employee interactions leading to improvements in communication strategies and business operations.

Rapid Provisioning

Quick to set up and deploy, with no hardware required, with the additional benefit of ingesting historic data.

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Global Data Sovereignty

Compliant with international data privacy regulations, giving out customers the peace of mind that their employees communications are being captured, regardless of location—in accordance with local regulations.

Seamless Integration

Capture communications without user intervention. Kerv’s solutions are designed to integrate with existing communication tools like Microsoft Teams and data archives, minimising disruptions to workflows.

Key Features of Microsoft Teams Compliance Recording Solutions

Native Microsoft Teams Compliance Recording

  • Choice of Microsoft-certified policy-based compliance recording solutions.
  • Automatically record all internal and external Teams interactions, including voice, video, chats, file sharing, and screen sharing.
  • Assign compliance recording policies to specific users or groups.
hybrid working through microsoft teams compliance recording

Trunk Side Recording

  • Capture all external PSTN calls through integration with a Session Border Controller.
  • Recording takes place automatically without the need for user intervention
  • Create and assign compliance recording policies to determine which users are to be recorded.
man on an external call on microsoft teams compliance recording

Compliance for Remote/Hybrid Workers

  • Use Teams as a cost-effective alternative to traditional mobile call recording.
  • Microsoft Teams mobile app allows users to make and receive recorded calls from their mobile device using their MS Teams landline number.
  • Provides a single company-wide solution for all users globally, whether they are office-based, home-based, or roaming internationally.
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Advanced Analytics

  • Detailed Reports: Generates comprehensive reports on communication data to understand interaction patterns and compliance status.
  • Sentiment Analysis: Uses AI to assess the tone and sentiment of conversations, helping to gauge customer satisfaction and employee engagement.
  • Automated Scoring: Employs AI to objectively score interactions based on predefined criteria, identifying areas for improvement.
  • Proactive Surveillance: Leverages AI to predict and prevent market abuse.
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Discover Compliance Cloud’s full potential in this six page guide!

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FAQ’s

More on Microsoft Teams compliance recording

In order to enable compliance recording for MS Teams, you need to have one of the following licences: Microsoft 365 A3/A5/E3/E5/Business Premium or Office 365 A3/A5/E3/E5.

We can either store your recordings in our secure cloud, and provide a compliance portal for easy search and retrieval of recorded data, or deliver them with all associated metadata to your own enterprise archive.

Yes. Many firms feel that capturing only the audio element from Teams video calls/meetings is sufficient for compliance purposes. As video files can be bulky, limiting recording to audio can significantly lower costs since less storage is needed.

No, with policy-based Teams recording, you can nominate which users are to be recorded and which users should remain unrecorded. You can also specify what channels you want to record (e.g. audio, audio from video, video, IM/chat, file sharing, screenshare).

Yes, we can capture all forms of Teams communications. This includes audio/voice, video, IM/chat, screen share and file sharing.

Yes, our Microsoft Teams compliance recording can capture internal calls and Teams-to-Teams calls, as well as external calls.

Yes, we can convert voice to text for all MS Teams calls to enable keyword searches and proactive surveillance/alerts. We can also provide automatic translation into multiple languages, including English, French, German, Spanish, Chinese, Japanese and Arabic, among others.

Depending on the number of Azure portals your Teams environment is hosted in, and whether you are able to provide admin access to them, deployment can take up to 2-3 weeks or as little as a few days.

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In a continued effort to ensure we offer our customers the very best in knowledge and skills, Kerv has acquired Worth Digital.