WhatsApp compliance for BFSI
VaultChat captures every message your financial advisors send on WhatsApp, archives them to your compliance vault, flags policy violations in real time, and produces audit-ready exports — without asking staff to change how they work.
Join the waitlist$3.1bn
in WhatsApp-related fines levied by regulators since 2021
74%
of financial advisors use personal messaging apps for client communication
14 days
typical window a regulator gives you to produce communication records on request
Link your advisors' WhatsApp Business accounts via the official API. No third-party apps, no screen scraping. Each advisor is connected individually — you control the roster.
Inbound and outbound messages, media, and call logs are captured and timestamped the moment they happen. Nothing is stored on advisors' personal devices — it goes straight to your firm's encrypted archive.
Your compliance ruleset runs against every message in real time. Solicitation of outside business, unapproved products, sensitive data sharing — flagged to supervisors immediately, not in the next quarterly review.
VaultChat is purpose-built for the people who sit between advisors and regulators.
Stop getting cited for WhatsApp shadow communications you didn't know were happening. VaultChat gives you full visibility without a surveillance confrontation with staff — the channel is preserved, it's just on the record.
Real-time violation alerts replace the post-hoc screenshot audit. When a pattern emerges — an advisor soliciting outside the approved product list, a client sharing account credentials over chat — you know the same day.
Onboard new advisors without creating new blind spots. Every account is connected to the archive from day one. When someone leaves, their conversation history stays — in the vault, not on their personal phone.
We're onboarding compliance teams at banks, brokerages, and insurers who are ready to close the WhatsApp gap. Leave your email and we'll reach out with availability.