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Membit CCP for Microsoft Teams enables employees to engage with clients through their preferred messaging apps while ensuring compliance, security, and seamless integration. It consolidates multiple messaging platforms into one centralized hub within Teams.

To get started:

• Install the Membit CCP app from the Microsoft Teams App Store
• Contact your IT administrator for account setup
• Configure your messaging channels
• Start communicating with clients directly from Teams

• Communicate with clients via consumer messaging apps directly within Teams
• Consolidate multiple messaging platforms into one centralized hub
• Use a single Teams and corporate phone number for messaging and voice
• Simplify workflows with one secure platform

• Capture and archive client communications to meet regulatory requirements
• Maintain enterprise data governance and security
• All communications are encrypted and monitored
• Built-in compliance reporting and audit trails

• Connect with clients on their preferred messaging channels
• Provide seamless and responsive communication
• Faster response times with unified inbox
• Professional and consistent communication experience

Membit CCP provides powerful content filtering capabilities to protect sensitive information:

• Configurable Rules: Set up custom rules to detect and handle sensitive content like SSN, credit card numbers, or proprietary information
• Alert Mode: Configure rules to send alerts to administrators when sensitive content is detected
• Block Mode: Automatically block messages containing prohibited content before they're sent
• Pattern Matching: Use regular expressions and keywords to identify sensitive information
• Real-time Processing: All messages are scanned in real-time before delivery

• End-to-End Encryption: All communications are encrypted during transmission and storage
• Data Residency: Control where your data is stored based on regional requirements
• Access Controls: Role-based permissions ensure only authorized personnel can access conversations
• Audit Trails: Complete logging of all user actions and message handling
• Data Retention: Configurable retention policies to meet regulatory requirements
• GDPR Compliance: Built-in features to support GDPR and other privacy regulations

• Message Archiving: Automatically archive all client communications for compliance purposes
• Regulatory Compliance: Support for SEC, FINRA, and other financial regulations
• eDiscovery Ready: Archived data is searchable and exportable for legal requirements
• Immutable Records: Archived messages cannot be altered, ensuring data integrity
• Compliance Reports: Generate reports on communication patterns and rule violations
• Third-party Integration: Export data to external compliance and archiving systems

Here are some common rule configurations:

• Credit Card Detection: Block messages containing 16-digit card numbers
• SSN Protection: Alert on messages with Social Security Number patterns
• Profanity Filter: Block messages containing inappropriate language
• Confidential Information: Alert when proprietary terms or project names are mentioned
• External Links: Block or alert on messages containing external URLs
• File Attachments: Restrict certain file types or sizes based on security policies

• Regular Rule Updates: Review and update filtering rules quarterly
• User Training: Educate staff on what information should not be shared
• Monitor Alerts: Assign staff to review and respond to content filter alerts
• Test Rules: Regularly test rules in a controlled environment before deployment
• Access Reviews: Periodically review user permissions and access levels
• Incident Response: Have procedures in place for handling security violations