Relaytic for Financial services
Work fast and keep a clear record
Built for teams in banking, insurance and investment that must move quickly and answer for every decision.
Only the right people see it
Private channels and clear roles keep sensitive client work to the people who need it.
Your records, your rules
Keep messages and files for as long as your policies require, hold them when you must, and remove them when you are done.
- Important actions are recorded
- You set how long data is kept
- Choose where your data lives (coming soon)
Talk to us about your requirements
Create your company in a minute and invite your teammates by email.