Understanding The Financial Industry Best Practices For WhatsApp Call Recording
                     UNDERSTANDING THE 
FINANCIAL INDUSTRY BEST 
PRACTICES FOR WHATSAPP 
CALL RECORDING
UNDERSTANDING THE FINANCIAL INDUSTRY 
BEST PRACTICES FOR WHATSAPP CALL 
RECORDING
• If you have a business in the finance sector, such as a bank or insurance company, you must record all of 
your customer transactions, for instance the orders that your employees take from clients over the phone 
when purchasing or selling a stock.  You are supposed to record the voice calls as proof that you comply 
with the request of the customers and that you are not breaching any laws. Whether it is WhatsApp call 
recording or any other platform, you need to make sure that the following financial industry best-
practices are followed. 
• First of all, you need to make sure there are clear WhatsApp call archiving policies in place and enforce 
them. Most of the biggest breaches in history are not the result of deliberate misuse of customer 
information. Instead, they are due to human errors such as unauthorized access to the database or 
accidentally publishing private call recordings. When you have clear, specific policies that detail how 
employees should capture and retain voice calls, you can minimize the risks of non-compliance as well as 
possible penalties and lawsuits. These policies should be enforced rigorously by the chief compliance 
officer to make sure that compliance and data protection standards are met.
UNDERSTANDING THE FINANCIAL INDUSTRY 
BEST PRACTICES FOR WHATSAPP CALL 
RECORDING
• Another thing you need to do in order to ensure WhatsApp call recording 
compliance is invest in an enterprise mobile archiving platform that can be used to 
capture voice calls. While an archiving platform can be quite expensive, the cost of 
non-compliance is much higher and aggravating. Failure to capture and retain text 
messages, phone calls, emails, chat logs and other types of mobile content can 
lead to hefty fines and penalties or even legal actions from SEC, FINRA and other 
bodies. You can avoid non-compliance sanctions by investing in an enterprise 
mobile archiving platform that will allow you capture voice calls and text messages.
• For more information on the financial industry best practices for WhatsApp call 
recording, visit our website at https://www.telemessage.com/
UNDERSTANDING THE 
FINANCIAL INDUSTRY BEST 
PRACTICES FOR WHATSAPP 
CALL RECORDING