Financial services

Secure, auditable customer messaging for financial services

Auditable messaging with role-based access, audit logs and SSO.

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How financial services teams use Inno Message

Financial services teams use Inno Message to talk to customers on WhatsApp, SMS, email and chat while keeping control: role-based access limits who sees what, audit logs record every action, SSO connects to the company identity provider, and data is encrypted in transit and at rest. AI agents can be restricted from sensitive topics.

Who it's for: Banks, lenders, insurers, payment companies and fintechs.

Illustrative view of financial services in Inno Message.

Customers want convenience; regulators want control

Customers expect to message their bank or insurer like any other business, but every conversation may need to be reviewed later. Using personal phones or unmanaged apps creates risk.

Access you can prove

Roles and permissions decide who can read and reply, and audit logs show who did what and when.

Enterprise identity

SSO with SAML, OIDC and Azure AD on Business and Enterprise plans.

Data protection

TLS 1.2+ in transit, AES-256 at rest, retention controls and EU GDPR compliance.

AI with guardrails

Keep AI agents away from topics such as disputes or advice, which always go to a person.

Recommended setup

Security controls
Role-based access, audit logs, SSO (Business+), encryption in transit and at rest.
Compliance
EU GDPR compliant with a Data Processing Agreement; SOC 2-aligned controls.
Deployment
Dedicated infrastructure (VPC or on-premise) and advanced data residency on Enterprise.
Retention
Default one year; extendable up to seven years as an add-on.

Questions about financial services

Can we keep a record of every customer conversation?
Yes. Conversations are retained for one year by default and can be retained for up to seven years with the data-retention add-on. Audit logs record agent actions.
Is dedicated or on-premise hosting available?
Yes, on the Enterprise plan: dedicated infrastructure in a VPC or on-premise, with advanced data residency options.

More answers in the Inno Message FAQ.

Related

All solutions

Security & Compliance

Encryption, access control, audit logs and compliance.

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EU GDPR Compliance

How Inno Message meets the EU GDPR, including the DPA.

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Trust Center

Security, privacy and compliance documents in one place.

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AI agents

Autonomous resolution of routine questions, grounded in your knowledge base.

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See financial services with your own channels

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