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WhatsApp Compliance Recording
FCA, MiFID II, SEC, CFTC and GDPR compliant recording for WhatsApp chats, calls, attachments and audio clips.
Want to learn more?Overview
Achieve full WhatsApp compliance for FCA, MiFID II, SEC, CFTC, GDPR, and more with Kerv’s advanced recording solutions
As financial markets evolve, client demand for communication through platforms like WhatsApp continues to grow. Regulators, including the FCA, SEC, and ESMA, mandate that all in-scope communications on WhatsApp must be recorded to meet compliance requirements. Non-compliance has led to high-profile fines, emphasising the critical need for robust WhatsApp compliance recording solutions.
Kerv’s Compliance Cloud enables organisations to seamlessly capture and archive WhatsApp messages, calls, attachments, and other communications, ensuring adherence to FCA, MiFID II, SEC, Dodd-Frank, and other e-comms surveillance monitoring legislation while also respecting staff privacy. This approach is particularly important for financial institutions and other regulated industries that need to maintain a complete record of all communications.
The Kerv Difference
WhatsApp Compliance Recording with KervÂ
Comprehensive RecordingÂ
Most WhatsApp compliance recording products can only capture messages and attachments. However, if your regulated employees use WhatsApp to make or receive voice calls, these must also be captured. We can help you stay compliant by capturing all WhatsApp communication types, including text messages, voice calls, audio from video calls, attachments, images, emojis, and audio clips.Â
Seamless User ExperienceÂ
Getting staff to adopt new tools with unfamiliar interfaces can be a real challenge. That’s why we provide a WhatsApp compliance recording solution that offers the same user experience as regular WhatsApp.Â
BYOD and Corporate CompatibilityÂ
For BYOD setups: Separate personal and business communications, ensuring iIf your staff use personal phones for work, you need a solution that will allow them to keep personal WhatsApp chats unrecorded while still capturing all business communications. On the other hand, if you issue company devices, you’ll probably want to ensure that everything gets recorded. We can offer options to meet any of these requirements.Â
Benefits
Versatile, hassle-free WhatsApp compliance monitoring
GDPR and Global Compliance
Align with FCA, MiFID II, SEC, CFTC, and GDPR standards.
No Disruption to Workflows
Maintain the familiar WhatsApp interface to ensure user adoption.
Cross-Platform Support
Works on Android, iOS, WhatsApp Web/Desktop, and multi-device setups.
Multi-Channel Support
Kerv’s solutions are not limited to traditional communication channels. They extend to consumer messaging applications such as WhatsApp, WeChat, Signal, Telegram, and LINE.
Flexible Options
Choose between full recording or selective recording for personal and business communications.
Streamlined Archiving
Easily retrieve stored data from integrated archive platforms.
Product Features
WhatsApp Phone Archiver
- Wrapped version of WhatsApp which is sideloaded to users’ phones or pushed via MDM.
- Able to capture WhatsApp voice calls as well as messages, audio clips, images, file attachments and emojis.
- Options to record all WhatsApp communications, or separate business from personal communications for BYOD users.
WhatsApp Cloud Archiver
- Uses regular consumer Facebook version of WhatsApp or WhatsApp Business.
- Quick and easy to set up – simply scan a QR code to set up a parallel web session where all messages are recorded.
- Records all WhatsApp chats, images, file attachments, audio clips and emojis (no voice calls).
Got any questions?
FAQ’s
Commonly asked WhatsApp archiving questions
WhatsApp GDPR compliance ensures that all WhatsApp communications related to business are recorded, stored securely, and retrievable while respecting the privacy of personal communications. Kerv’s solutions allow businesses to separate personal chats from work-related conversations, ensuring GDPR adherence.Â
With the increasing use of WhatsApp for business communications, it is necessary to include this platform in compliance recording. Regulations like FCA, MiFID II, and GDPR require organisations in financial markets and other industries to capture and archive all business-related communications. Failure to comply can result in substantial fines. WhatsApp compliance recording ensures that your communications are accessible for audits and regulatory reviews.
Kerv offers two solutions. Phone Archiver is a specialised WhatsApp version installed on devices, capturing all interactions. Cloud Archiver uses the standard WhatsApp app to record messages via a parallel web session. Both options integrate seamlessly with leading archive platforms.Â
GDPR requires organisations to secure and archive personal data while respecting individual privacy rights. For WhatsApp, this means that business-related communications must be recorded, while private conversations must remain untouched unless explicitly permitted.
- Kerv’s Compliance Cloud is designed to capture communications from various platforms, including WhatsApp, WeChat, Signal, Telegram, and LINE
- The system captures texts, emojis, and shared files within WhatsApp, ensuring a complete record of interactions
- Kerv can also capture communications from other channels, providing a unified approach to compliance
- Kerv’s system can integrate with existing communication platforms, normalise data, and provide a single view for Compliance, Surveillance, and Legal teams
- Many firms struggle to identify the best tools to record different communication channels
- Implementing and managing compliance solutions across multiple platforms can be expensive and difficult
- Firms need to keep up with rapid changes in financial services regulations
- Kerv addresses these challenges by offering a tailored solution that simplifies processes and reduces workload
- Kerv provides a single vendor to manage all communication services and the systems needed to record them
- Kerv provides proactive monitoring of all communications
- The CDR-Reconciliation feature ensures that all calls and messages are recorded, providing immediate alerts if there are gaps
- Configuration Inspector provides immediate alerts if the configuration of any recording infrastructure is changed
Yes, our WhatsApp archiving solutions are compatible with all iOS and Android phones.
Under FCA regulations, and others including MiFID II, FINRA, CFTC and more, recording of all in-scope voice and electronic communications is mandatory. This includes WhatsApp messaging and voice calls.
Yes. Our technology partners have developed the only WhatsApp archiving solution which is able to record WhatsApp calls, as well as messages, images, file attachments and emojis.
That is always an option. However, increasing client demand to communicate via WhatsApp is driving many firms to use it to stay competitive. Putting a recording solution in place enables firms to retain customer loyalty and provides an additional layer of assurance that could not be achieved through policy alone.
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