Enterprise Messaging for
Finance & Banking Institutions

Communication and collaboration are more important to finance and banking institutions than ever before. NetSfere gives financial organizations the tools to improve communication and reduce the risk of data loss or security breaches--providing team members with a powerful compliant messaging platform built to meet the financial sector's unique needs and challenges.

Compliant and Secure Messaging Technology for Today's Finance & Banking Industries

Mobility has created important opportunities for improved communication and collaboration in finance. But mobile messaging has also introduced new challenges--including increased regulatory scrutiny and the need to comply with an evolving slate of compliance requirements.

NetSfere helps banks and financial institutions maintain full compliance with key legislation and regulatory bodies in the U.S., including: Sarbanes-Oxley, Dodd-Frank, FINRA, Office of the Comptroller of the Currency and the SEC.

NetSfere: The Evolution of Messaging in Finance & Banking

Chat and instant messaging technologies have emerged as preferred ways for individuals and teams to communicate in the workplace. But the use of consumer-based messaging technologies threatens the security and integrity of data, creating elevated technology risk for banks and financial organizations.

NetSfere is a cloud-based, enterprise-class messaging platform that offers several important advantages to finance and banking institutions, including:

Secure Enterprise Messaging for Financial Services and Banks

More Secure Message Delivery

Every message is encrypted with a unique key from the instant it leaves the sending device until it arrives on the receiving device.

Managing Instant Messages for Financial Services and Banks

Improved Control

Banks and financial organizations enjoy total control over messaging accounts and the transfer of information within the institution.

Managing Instant Messages for Financial Services and Banks

Regulatory Compliance

NetSfere enables banks and financial institutions to fully comply with Sarbanes-Oxley, Dodd-Frank and related regulatory requirements that apply to financial organizations in countries around the world.

Archive and Audit Instant Messages for Financial Services and Banks

Robust Storage

Secure, cloud-based storage of messages and files creates an audit trail and complies with data retention policies through centralized storage management.

Encrypted Instant Messaging for Financial Services and Banks

Encrypted File Transfer

Encrypted data transmission ensures secure file sharing and protects confidential data from falling into the wrong hands.


Secure Messaging and Storage for Finance & Banking Institutions

World-Class Security

Strengthen your organization's data security policy with industry-standard 256-bit encryption for messages and attachments, protecting sensitive financial and personal data. Device-to-device encryption ensures secure transmissions, from the time the message is sent from the device to the time it is received on the recipient's device.

Centralized Storage for Audit

Secure, cloud-based storage provides centralized storage and audit trails for messages and files, and mitigates the need to delete data when users switch to a new device since only the most recent messages are stored on devices.

Reliable Message Delivery

Send messages via SMS text when recipients aren't able to access Wi-Fi or cellular data and enjoy seamless integration of SMS text message in the NetSfere cloud.

Enhanced Performance Statistics

Real-time statistics track usage and key performance indicators, improving visibility to potential areas for communication improvement.

Regulatory Peace of Mind

With NetSfere, you gain a secure messaging technology helps with compliance with Sarbanes-Oxley, Dodd-Frank, FINRA and similar regulatory requirements that affect the global finance and banking industry.

Secure File Transfer

State-of-the-art data encryption delivers secure file transfer capabilities, increasing the value of the institution's messaging with opportunities to safely attach files for viewing by multiple message recipients.

Unparalleled Control

From enterprise policies that control messaging and sharing of attachments outside the institution to account management and real-time statistics, you gain total, centralized control over the sharing of data, files and messages.


Enterprise-Class Messaging Features for the Financial Sector

Security & Encryption.

Advanced 256-bit encryption and device-to-device encryption ensure the security and integrity of messages and data transmitted from senders to recipients.

Private Messaging

Secure message encryption and temporary client access provide opportunities for private banking activities, amplifying your institution's perceived value among clients.

Broadcast Messaging

Distribute broadcast messages to internal and external audiences with intuitive, easy-to-use technology and controls.

Cloud-based Storage

Centralized, cloud-based storage creates audit Trials for messages and attachments, and limits the need to store sensitive client or institutional data on devices.

Intelligent Routing

Route messages via SMS text when the recipient is out of range for Wi-Fi or cellular data.

Unlimited Scalability

Extend the value of your institution's investment in communication and collaboration technology with virtually unlimited scalability, ensuring that you have the messaging capacity you need, when you need it.

Centralized Control

Advanced control features enable centralized management of accounts and enterprise sharing policies, with real-time tracking of key performance indicators.

Integrated Directories

Fully integrated directories make it easy for senders to locate recipients for new conversations or add recipients to existing ones.

Multimedia Messaging

The flexibility to send various types of content using NetSfere's advanced messaging platform.

Message Retention

Improved recordkeeping with the ability to retain and archive messages for extended periods of time. NetSfere enables your organization to comply with Dodd-Frank, FINRA and other global regulatory requirements related to data retention and access.

Ease of Access

Fast and easy accessibility--any device with Web browser accessibility can connect users to their NetSfere accounts.