The need for secure communications in financial services
9 in 10
consumers want absolute omnichannel service
AIRSHIP
37%
more revenue generate customers who are fully engaged with their banks
Gallup
35%
of people believe their bank provides effective customer service
optilead
238%
increase in cyber attacks against financial institutions in 2020
ZDNet
Trusted by 12M+ users in over 150 countries
Choose from team collaboration features, citizen communication capabilities, or both to deliver a Total Experience.
Financial Services
Financial services companies can finally connect with everyone. Stress-free.
Centralize all your financial conversations under a single messaging app that complies with the highest security standards. Unlike other messaging solutions, Rocket.Chat makes it possible to securely connect with clients, colleagues, and vendors via their preferred communications channels.
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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
Learn how Rocket.Chat supports you in owning and protecting your conversations in this detailed guide.
Get the Guide
Secure distance learning for Universities and Colleges
Learn how you can tackle the technological challenges of digital education in this detailed guide.
Get the Guide
Secure and effective collaboration for hybrid teams
Learn how to enable effective collaboration for your hybrid teams without compromising data security in this detailed guide.
Get the Guide
Secure & compliant customer engagement in Financial Services
Learn how you can communicate with your team, partners, and customers in a secure and compliant way .
Get the Guide
Exceptional digital patient experience compliant with HIPAA
Learn how you can provide exceptional patient experience via in-app chat in this detailed guide for healthcare providers, insurers, and Health Tech organizations.
Get the Guide
The most flexible secure communication platform, designed to support unique workflows
Pre-built apps
Integrate with apps available on our Marketplace to enhance security, collaboration, and operational efficiency.
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Custom apps
Create custom apps and integrations tailored to your organization's specific needs in weeks, not months, with our Apps-Engine toolkit.
Embedded chat
Looking to enable a custom in-app chat? Leverage our iframe, chat APIs and SDKs to embed chat functionality into your existing platform or app.
Professional services
From implementation to addressing specific use cases, our experts can help ensure that you get the most out of your investment in Rocket.Chat.
Keep Your clients’ data protected
Freely communicate with your clients without sacrificing their privacy.
With Rocket.Chat, financial service providers can anonymize and protect any client data exchanged. Choose from a premise-based or cloud-based compliant messaging app built by the highest security standards.
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Secure collaboration for the public sector
Learn how Rocket.Chat supports you in owning and protecting your conversations in this detailed guide.
Get the GuideImprove operational efficiency
Help your agents be more productive, automate key touchpoints and securely communicate with external vendors.
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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.
Rocket.Chat
Element
Mattermost
Slack
Microsoft Teams
Skype for Business
Why CI organizations
choose Rocket.Chat
Digital sovereignty
End-to-end encryption
Limited
180+ advanced role-based permissions
Private network deployment (cloud, on-prem, or air-gapped)
Sovereign AI
Interoperability - Federation capabilities built on Matrix
Omnichannel citizen engagement (SMS, email, WhatApp, and other)
White labeling
MIT Open Source license (all editions)
Rocket.Chat
Element
Mattermost
Slack
Microsoft Teams
Skype for Business
Why government agencies
choose Rocket.Chat
Digital sovereignty
End-to-end encryption
Limited
180+ advanced role-based permissions
Private network deployment (cloud, on-prem, or air-gapped)
Sovereign AI
Interoperability - Federation capabilities built on Matrix
Omnichannel citizen engagement (SMS, email, WhatApp, and other)
White labeling
MIT Open Source license (all editions)
Rocket.Chat
Element
Mattermost
Slack
Microsoft Teams
Skype for Business
Why government agencies
choose Rocket.Chat
Digital sovereignty
End-to-end encryption
Limited
180+ advanced role-based permissions
Private network deployment (cloud, on-prem, or air-gapped)
Sovereign AI
Interoperability - Federation capabilities built on Matrix
Omnichannel citizen engagement (SMS, email, WhatApp, and other)
White labeling
MIT Open Source license (all editions)
With Rocket.Chat AI, accelerate operations while maintaining full data autonomy
Data
sovereignty
Deploy a self-hosted LLM for complete control of your classified
information — data stays secure within your network.
Reliable
responses
Enrich your LLM with in-house knowledge using our RAG pipeline
for relevant responses — without having to expose your sensitive data.
Controlled data access
Manage data classifications and lineage metadata to restrict information access by user roles or clearance levels — ensuring data protection.
Maximize operational efficiency
Get context-driven answers to business queries using in-house data. Turn lengthy threads into actionable insights for faster, more informed decisions.
[.c-title-4]Connect with your clients via [.c-red]their[.c-red] favorite channels[.c-title-4]
Excellent customer care starts with excellent service. Connect with your clients via their favorite channels and ensure timely and relevant communications without asking customers to install a new app.
Rocket.Chat accelerated digital transformation in a way no other software could. In only two weeks, an entirely new omnichannel system was implemented.
Evailton Júnior
IT Manager at 4Linux
Rocket.Chat
Element
Mattermost
Slack
Microsoft Teams
Skype for Business
Why organizations choose Rocket.Chat
Digital sovereignty
End-to-end encryption
Limited
180+ advanced role-based permissions
Private network deployment
(cloud, on-prem, or air-gapped)
(cloud, on-prem, or air-gapped)
Interoperability - Federation capabilities built on Matrix
Omnichannel citizen engagement
(SMS, email, WhatApp, and other)
(SMS, email, WhatApp, and other)
White labeling
MIT Open Source license (all editions)
Featured resources
A secure, on-premise solution to supercharge public defender support for millions of citizens
With the mission of providing free legal advice, human rights promotion, and defense at all levels, this public juridical service is available to low-income citizens. Sharing sensitive information with citizens called for the need of a platform such as Rocket.Chat with robust back-end security and customization options to cater to an organization’s unique needs.
"We have already supported over 1M citizen cases using Rocket.Chat. Today, the solution is absolutely critical to our day-to-day operations."
Erik Arnesen
Head of IT, Public Defender's Office of the State of São Paulo (DPESP)
A single platform to meet all state and local government communication needs
Public servants collaboration
Equip government teams with a practical and compliant digital tool to discuss projects and move beyond the inefficiencies of email.
Public
services
Offer authenticated digital support and guidance to citizens, enhancing accessibility to their rights.
Citizen
inquiries
Reduce the burden on non-emergency phone lines and automate responses to common questions.
Emergency
response
Ensure seamless interoperability and instant communication, empowering local and state stakeholders to effectively manage risks.
Security or convenience. Why not both?
Unquestionable regulatory compliance
01
Don’t risk hefty fines and endanger your business reputation. Keep your conversations private and compliant. Rocket.Chat has been deployed in the most rigorous environments. It supports compliance with GDPR, LGDP, HIPAA, FINRA, and more.
On-premise and air-gapped deployment
02
Exercise complete control over your conversations and exchanged data. Secure your conversations by leveraging secure, self-managed installation in your data center or deploy Rocket.Chat in network-isolated environments.
Self-hosted video communication
03
Extend your messaging experience to secure video communications by leveraging Rocket.Chat and Pexip partnership. Jump on protected video calls with citizens and colleagues without exposing your data.
Top-notch security capabilities
04
Guarantee conversation authenticity and auditability with advanced Single Contact ID and Conversation Retention/Export features. Restrict access to sensitive data through Role-Based Access Control.
"We went from 4 to a single support platform"
"Rocket.Chat accelerated digital transformation in a way no other software could. In only two weeks, an entirely new omnichannel system was implemented, allowing the support team to reduce their expensive tools clutter from 4 down to 1."
Evailton Júnior
IT Manager at 4Linux
Rocket.Chat
Element
Mattermost
Slack
Microsoft Teams
Skype for Business
Why organizations choose Rocket.Chat
Digital sovereignty
End-to-end encryption
Limited
180+ advanced role-based permissions
Private network deployment (cloud, on-prem, or air-gapped)
Interoperability - Federation capabilities built on Matrix
Omnichannel citizen engagement (SMS, email, WhatApp, and other)
White labeling
MIT Open Source license (all editions)
#1 Skype for Business Server replacement for secure and compliant collaboration
If Microsoft Teams or S4B Server Subscription Edition are not an option for your organization, the time to act is now. Look for an on-premises or sovereign cloud alternative with mission-critical data sovereignty features.
What to look for in a compliant messaging app?
Must-have features and functionalities for privacy-conscious organizations in banking and finance.
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
Classified Naval Director
“Rocket.Chat was, more often than not, the ONLY way that my Special Operations Task Force intel team and I could coordinate with our interagency counterparts. It always worked, it was universally used and respected, and it made otherwise impossible cross-domain and cross-organizational communication possible.”
Director at Naval Agency
Erik Arnesen
“Within 2 months of using Rocket.Chat, we understood how efficient it was, so we wanted to scale with quality and stability. The team at Rocket.Chat understood how important it was for us to grow together.”
Head of IT, Public Defender’s Office of the State of São Paulo (DPESP)
Niki Papazoglakis
"We needed a highly secure messaging platform to communicate across US government agencies. Rocket.Chat met all requirements and was the perfect choice to provide a secure platform across desktop and mobile environments."
CEO at Mobility 4 Public Safety
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Our current contract vehicles
Rocket.Chat possesses the following licenses through which government agencies can place orders
NASA SEWP:
NNG15SD09B
NNG15SD09B
GSA Contract #:
47QSEA20D009S
47QSEA20D009S
Talk to our experts about deploying Rocket.Chat in an air-gapped environment to achieve maximum security and legal compliance.
Tom Strobel
Sr. Director Enterprise Sales
tom.strobel@rocket.chat
Our partners in Europe
Rocket.Chat possesses the following licenses through which government agencies can place orders
Further resources for
Financial Services
Learn more about the latest
FinServ industry trends
Our current contract vehicles
Rocket.Chat possesses the following licenses through which government agencies can place orders
NASA SEWP:
NNG15SD09B
NNG15SD09B
GSA Contract #:
47QSEA20D009S
47QSEA20D009S
