A secure instant messaging and collaboration platform tailored for financial professionals. Enables communication between advisors and clients, compliant record keeping, and communication monitoring across all devices.
Integrated tools for client communications including secure messaging, video conferencing, email management with compliance archiving, and scheduled client review management.
More Communication Systems
More Client Service and Operations ...
|
Email Integration Supports seamless sending and receiving of emails within the system. |
Refinitiv Eikon Messenger offers integrated email-like messaging between users and external contacts. | |
|
Secure Messaging Provides a secure, encrypted messaging portal for clients and advisors. |
Messenger is positioned as a secure, encrypted instant messaging platform. The website and documentation emphasize encryption for compliance and privacy. | |
|
SMS Notifications Ability to send alerts and updates via SMS. |
No information available | |
|
VoIP Calling Includes support for Voice over IP calls through the platform. |
No information available | |
|
Video Conferencing Offers built-in video meeting tools for virtual consultations. |
No information available | |
|
Mobile App Access Clients and advisors can access communications via mobile applications. |
Refinitiv Eikon Messenger offers mobile apps, allowing clients and advisors to communicate across devices. | |
|
Chatbot Support Automated chatbots provide responses and support for common queries. |
No information available | |
|
Document Sharing Allows for secure exchange of files and documents. |
Messenger supports secure document/file exchange between parties, per product documentation. | |
|
Client Portal Self-service online portal for clients to access communication records. |
No information available | |
|
Push Notifications Supports push notifications to keep clients updated in real time. |
Push notifications are supported on mobile devices and desktop for incoming messages/events. | |
|
Multi-Channel History Tracks full history of communications across all channels in one timeline. |
Messenger retains conversation history across channels, supporting audit and compliance. | |
|
Fax Integration Enables electronic receipt and sending of faxes. |
No information available |
|
End-to-End Encryption Ensures all communication is encrypted during transit and at rest. |
End-to-end encryption and at-rest encryption are key features highlighted by Refinitiv for regulatory compliance. | |
|
Audit Trail Complete logging of communications for transparency and compliance. |
Messenger logs all communications and changes for audit compliance. | |
|
Access Controls Granular user permissions for accessing client data and messages. |
Granular permissions are available allowing control at user and message level. | |
|
Data Retention Policies Automated management of data lifecycle in line with regulations. |
Data retention and deletion policies can be enforced in line with regulatory requirements. | |
|
Two-Factor Authentication Adds a secondary authentication step for enhanced access security. |
Messenger offers two-factor authentication via integration with authentication tools. | |
|
Regulatory Compliance Certifications Meets key frameworks (e.g., FINRA, GDPR). |
The system meets FINRA, MiFID II and broadly GDPR as cited in compliance documentation. | |
|
Message Archiving Ability to archive all client communications for legal review. |
Archiving is part of the core compliance offering for regulated industries. | |
|
Secure File Transfer Facilitates sending files using encrypted transfer technology. |
File transfers are subject to secure encryption per technical details available. | |
|
Single Sign-On (SSO) Enables unified login for users with enterprise credentials. |
Single sign-on is supported, including SAML, for enterprise access. |
|
Automated Client Onboarding Speeds up and standardizes the process of bringing new clients onboard. |
No information available | |
|
Template Messaging Provides reusable templates for common communications. |
No information available | |
|
Task Assignment Allows tasks triggered by client communications to be auto-assigned within teams. |
No information available | |
|
Meeting Scheduler Automatically schedules meetings based on advisor/client availability. |
No information available | |
|
Follow-up Reminders Automatically triggers reminders for client follow-ups and outstanding items. |
No information available | |
|
Document Request Automation Automates requests and reminders for needed documents. |
No information available | |
|
Custom Workflows Allows custom automation rules for various communication processes. |
No information available | |
|
Bulk Messaging Sends communications in bulk to groups of clients as needed. |
Bulk chat messages can be sent to multiple contacts/groups, as described in user guides. | |
|
Integrated Signature Collection Automates electronic signature requests in workflow processes. |
No information available |
|
CRM Integration Directly links with popular Client Relationship Management platforms. |
CRM integrations are supported (Salesforce, Microsoft Dynamics) via companion integrations/services. | |
|
Calendar Integration Sync communications and appointments with calendar software. |
No information available | |
|
Document Management Integration Connects with leading document storage solutions. |
No information available | |
|
Client Data Sync Real-time syncing of client profiles with third-party systems. |
Client profiles can be synced with external systems using APIs and supported integrations. | |
|
APIs for Custom Extensions Provides public or private APIs for custom feature extensions. |
Public and private APIs are available for bespoke client and partner extensions. | |
|
Accounting System Integration Links to bookkeeping and accounting software. |
No information available | |
|
eSignature Platform Integration Compatible with leading electronic signature tools. |
Messenger can integrate with DocuSign and similar platforms for e-signature workflows. | |
|
Mail Merge Integration Supports personalized communications with data merge features. |
Mail merge and personalized communication features available via API and integrations. | |
|
Third-Party Secure Storage Integration Ability to store or back up communications securely to external locations. |
Third-party secure archiving is supported (e.g., Global Relay, Smarsh) to meet regulatory requirements. |
|
Custom Email Domains Allows customization of sender domains for branding. |
No information available | |
|
Personalizable Client Portals Client-facing portals can be branded and customized. |
Client portals are personalizable for branding, according to documentation. | |
|
Role-Based Views Different interfaces or dashboards for advisors, admins, and clients. |
User views and roles: admin, advisor, and client views are available (role-based dashboards). | |
|
Conditional Logic in Workflows Use of conditional statements in automations. |
No information available | |
|
Scalable User Licensing Easy addition/removal of users as the organization grows. |
Eikon Messenger supports scalable licensing through the Refinitiv Eikon suite management. | |
|
Localization Options Support for multiple languages and local regulations. |
Localization is supported, with multiple language options for the messenger interface. | |
|
Custom Branding of Notifications Ability to brand system notifications with company logos, color palettes, etc. |
No information available | |
|
API Rate Limits Maximum allowed API calls per hour. |
No information available |
|
Real-Time Status Tracking Clients can monitor request/progress status updates in real time. |
Real-time status tracking for messages/requests is available (read, delivered, responded). | |
|
Advisor Availability Indicators Shows live status of advisor (available, offline, etc.). |
Advisor online, offline, and availability statuses can be displayed. | |
|
Feedback and Rating Tools Allows clients to rate and provide feedback on service. |
No information available | |
|
Multilingual Support Allows communications to be provided in multiple languages. |
Multilingual support: interfaces and communications can occur in several global languages. | |
|
24/7 Automated Support Chatbot or helpdesk support available around the clock. |
Automated chat-based support is offered 24/7 per product materials. | |
|
Proactive Client Alerts Automatically informs clients of important events or deadlines. |
System will send automated compliance alerts, event reminders, etc. to clients. | |
|
Accessibility Features Supports accessible communication (screen readers, enlarged text, etc.). |
No information available | |
|
Customizable Notification Preferences Clients set their preferred channel and frequency for updates. |
Clients can select which notifications they receive and via what channels. |
|
Response Time Tracking Measures the average time to respond to client inquiries. |
No information available | |
|
Message Volume Analytics Tracks the number of messages sent/received. |
No information available | |
|
SLA Compliance Reporting Reports on meeting Service Level Agreements for communications. |
SLA compliance and reporting tools included in admin interfaces for regulated industries. | |
|
User Activity Dashboards Displays user participation in communications. |
User activity and participation metrics are viewable in admin dashboard. | |
|
Error/Error Rate Tracking Monitors failed delivery or communication errors. |
No information available | |
|
Automated Report Scheduling Automatic generation/distribution of reports. |
No information available | |
|
Downloadable Data Allows export of communication logs and reports for offline analysis. |
Reports and message transcripts can be downloaded for audit or offline analysis. |
|
Mobile Push Alerts Notifies users via mobile apps. |
Mobile app push alerts are provided for both iOS and Android. | |
|
Fully Responsive Design Interfaces adapt cleanly to all device types and sizes. |
The web and app interfaces are fully responsive as per marketing and technical documentation. | |
|
Offline Message Drafting Allows composing communications offline to send later. |
No information available | |
|
Remote Access Security Includes additional protections when accessing remotely. |
Additional authentication and monitoring is enabled for remote and mobile access. | |
|
Multi-Device Sync Seamless data sync across desktop, tablet, and mobile. |
Messenger keeps user data synced across all logged-in desktop and mobile devices. |
|
User-Friendly Interface Intuitive design for both advisors and clients. |
Eikon Messenger is known for its user-friendly design targeting financial professionals and their clients. | |
|
Onboarding Tutorials Built-in tutorials guide new users. |
Onboarding tutorials are available via Refinitiv's knowledge base and in-product popups. | |
|
Contextual Help Widgets In-app help guides and tips. |
No information available | |
|
Multi-Tiered Support Different levels of support based on user expertise or role. |
No information available | |
|
Localization Support for multiple languages and regional formats. |
Multiple language support and regional formatting are standard in Eikon Messenger. | |
|
Training Materials Comprehensive manuals, videos, and reference guides. |
Comprehensive training materials (manuals, videos) are available online. | |
|
Adoption Analytics Monitors usage rates and adoption trends. |
No information available |
|
Uptime Guarantee The percentage of time the system is guaranteed to be operational. |
No information available | |
|
Disaster Recovery Plans and systems for restoring service after major failure. |
Documented business continuity and disaster recovery plans are available for Messenger. | |
|
Automated Backups Regular, automated backups of communication data. |
Automated and regular backups are scheduled to ensure business continuity and compliance. | |
|
Load Balancing Distributes incoming communications for optimal efficiency and reliability. |
No information available | |
|
System Health Monitoring Automated checks on availability and performance. |
Automated system health monitoring is incorporated for both performance and compliance. | |
|
Geo-Redundancy Uses multiple data centers in different regions for failover. |
Global infrastructure supports geo-redundancy and failover; Messenger is used globally. | |
|
Scheduled Maintenance Notifications Notifies users in advance of planned downtimes. |
Users receive notifications in advance about planned downtimes/maintenance. |
This data was generated by an AI system. Please check
with the supplier. More here
While you are talking to them, please let them know that they need to update their entry.