The need for secure communications in financial services
9 in 10
37%
35%
238%
Trusted by 12M+ users in over 150 countries
Financial services companies can finally connect with everyone. Stress-free.
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Talk to clients
Connect with clients across different communication channels and apps they already use on a daily basis.
Talk to colleagues
Improve internal communication and team collaboration efforts. Empower your staff to always have easy access to important information and to their colleagues.
Talk to vendors
Collaborate with vendors involved in delivering financial services for your clients. Whether they use Slack, Microsoft Teams, Skype for Business, email, or other channels, you can talk with them all using Rocket.Chat.
Secure collaboration for the public sector
Secure collaboration for the public sector
Secure distance learning for Universities and Colleges
Secure and effective collaboration for hybrid teams
Secure & compliant customer engagement in Financial Services
Exceptional digital patient experience compliant with HIPAA
Keep Your clients’ data protected
Freely communicate with your clients without sacrificing their privacy.
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Why government agencies choose Rocket.Chat
Why defense organizations choose Rocket.Chat
Why universities choose Rocket.Chat
Why healthcare organizations choose Rocket.Chat
Why financial institutions and FinTech companies choose Rocket.Chat
Why privacy-conscious Tech companies choose Rocket.Chat
Improve operational efficiency
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Automate key touchpoints
Leverage smart workflows to streamline repetitive work. Use our chat API to automate routine customer outreach by sending timely and relevant messages that inform and engage your customers throughout their journey.
Client-centric contact center
Automatically route clients to the right agents to address their needs. Transform your clients’ experience using self-service and chatbots. Resolve cases faster with automated workflows.
Improve provider collaboration
Use channels, threads, and discussions to easily collaborate and communicate with colleagues and external vendors. File sharing functionalities make it easy for providers to exchange customer information in the most secure way.
Access full client conversation history
Full client conversation history enables providers to easily find and access important client information. No matter which communication channels your clients uses, the entire conversation is available in one place.
Reduce phone calls
Prompt your clients to start texting instead of calling. Modernize the way you connect with your clients and say goodbye to hours spent on phone calls, phone tags, and voicemails.
Boost user adoption
With Rocket.Chat, clients don’t have to install yet another app to connect with their financial providers. They can use existing channels and apps such as Whatsapp, SMS, email, and social media, resulting in higher user adoption.
"We went from 4 to a single support platform"
What to look for in a compliant messaging app?
On-premise key ownership
Active directory integration
End-to-end encryption
Full conversation history
Supports compliance with GDPR and HIPAA
Omnichannel communications
Mobile-friendly interface
Single sign-on
Our current contract vehicles
Our partners in Europe
