
Microsoft Teams has established itself as one of the leading solutions for video conferencing, video consulting and the virtualization of communication, business processes and collaboration. The acceptance of the solution is also impressive in the financial services environment and virtual advisory meetings with the help of Teams are now an indispensable part of the day-to-day work of many organizations and individual brokers.
As it is not possible to save advisory sessions in accordance with the regulations applicable in the EU with Microsoft Teams, the MiFID Recorder offers a corresponding extension here. With the MiFID Recorder, it is very easy to create a link between MS Teams and the archiving solution and, if required, to record advisory meetings in compliance with MiFID II and FinVermV. The recordings can then be accessed at any time via the admin interface of the MiFID Recorder, just like the recorded telephone advisory sessions.
It does not matter whether the user works with an individual or a company license. Once the link has been established, archiving will function automatically subsequently. As with telephone calls, storage takes place on a dedicated storage infrastructure certified by KPMG and operated by MiFID-Recorder GmbH in a highly secure data center in Germany.
As a Microsoft partner, MiFID-Recorder GmbH offers an accredited, GDPR-compliant recording solution that has been certified by the auditor in accordance with IDW PS 880 for software products, attesting to unrestricted MiFID II and FinVermV conformity. This creates the prerequisite for legally compliant outsourcing of recording and archiving.

The General Data Protection Regulation (GDPR) regulates the protection of personal data in the European Union. For consultations in the financial services environment, this means that according to the applicable EU regulations, consultations via telephone or video must be stored in compliance with the GDPR.
Since Microsoft Teams is one of the leading solutions for video consulting and virtual communication, which is also widely used in the financial sector, MiFID-Recorder GmbH offers a Microsoft Teams extension with which consulting calls can be recorded via MS Teams in compliance with the GDPR.
The increasing digitalization of our work processes together with the obligation to keep legally compliant records presents financial investment brokers, banks, liability umbrellas and asset managers with new challenges. Microsoft Teams has also established itself as a popular tool for video communication in the financial sector. A suitable technical solution, such as the MiFID Recorder, is required in order to record advisory meetings conducted via Microsoft Teams in a legally compliant manner.
The MiFID-Recorder enables legally compliant recording of MS Teams conversations in accordance with GDPR, MiFID II and FinVermV.
With the MiFID-Recorder, MiFID-Recorder GmbH offers a simple, secure and cost-effective solution for the legally compliant recording of telephone and video consultations via Microsoft Teams. Recording with the MiFID-Recorder has been certified by an auditor and is legally compliant in accordance with the applicable regulations in the financial services environment (GDPR, MiFID II and FinVermV).
When implementing a MiFID II-compliant recording of burst conversations held via Microsoft Teams, financial service providers must ensure that data protection laws, in particular the EU General Data Protection Regulation (GDPR), are complied with.
With the MiFID Recorder, users are on the safe side. In addition to MiFID II and FinVermV, the MiFID Recorder also complies with the applicable provisions of the GDPR. The MiFID Recorder thus offers all financial service providers a simple and secure way to record Microsoft Teams calls in compliance with data protection regulations.
A strict record-keeping obligation applies to advisors who are subject to the FinVermV. The records must be stored in accordance with the criteria laid down by the legislator. Criteria such as audit compliance, immutability, storage duration and GDPR conformity are defined.
The MiFID Recorder is the recording solution for every advisory situation and enables users to make unrestricted FinVermV-compliant recordings, especially when on the move or working from home. Since virtual consulting with the help of Microsoft Teams has become an indispensable part of the everyday work of many organizations and individual brokers, the MiFID-Recorder offers a Microsoft Teams extension with which telephone and video consultations conducted via Microsoft Teams can also be recorded in compliance with FinVermV.
Telephone and video consultations between customers and bank employees via mobile, internet or landline must be recorded in accordance with the European financial market directive MiFID II. MiFID II-compliant recording with MS Teams represents a regulatory challenge for banks and asset managers.
The MiFID Recorder makes it very easy to link MS Teams with the archiving solution. Consultations via Microsoft Teams can thus be recorded in compliance with MiFID II and FinVermV if required. The recordings can be accessed at any time via the admin interface of the MiFID Recorder.
Audit-proof archiving is generally understood to mean the protection of stored data against subsequent alteration, falsification or manipulation. Data storage and archiving is an increasingly complex topic, especially in view of the many regulations that apply in parallel. In addition to the General Data Protection Regulation (GDPR), MiFID II and FinVermV must also be observed in the financial sector.
These regulations also apply to financial advisory meetings conducted via Microsoft Teams, which is increasingly challenging for investment advisors.
The MiFID Recorder offers a simple and secure archiving solution. The MiFID Recorder can be easily linked to Microsoft Teams. Conversations held via Microsoft Teams can thus be recorded in a legally compliant and audit-proof manner if required.
Financial service providers such as banks, asset managers and insurance companies are subject to strict compliance regulations. This results in obligations such as documentation for MiFID II and DSVGO or taping for FinVermV.
To avoid a compliance gap, financial service providers should integrate an intelligent recording, archiving and analysis solution into their communication approach.
The MiFID Recorder is one such compliance solution. It ensures adherence to important compliance standards such as MiFID II, GDPR, FinVermV or PCI-DSS for the financial sector. With the MiFID Recorder, you can proactively protect your company by avoiding financial risks and reputational damage in the event of non-compliance.