Assessment

Three assessments, one for each front.

Compliance, sovereignty and operations. Pick the front that matters to you, answer one question at a time, and get your exposure level on the spot. No commercial commitment.

Choose your assessment

Three assessments, three different fronts.

Each one measures something different and takes a few minutes. Choose where to start; you can do all three.

Assessment 01

Compliance

MiFID II, audit trail and the GDPR. Finding, evidencing and retaining.

7 questions, 3 minutesStart →

Assessment 02

Sovereignty

Jurisdiction, the Cloud Act and DORA resilience. Where the data lives and what happens when it fails.

6 questions, 3 minutesStart →

Assessment 03

Operations

A unified archive and time per request. The hidden cost of the team’s day to day.

5 questions, 2 minutesStart →

Assessment 01 of 03

Assess your compliance

MiFID II, audit trail and GDPR. Seven questions about finding, proving and retaining.

1Do you record transaction-related communications across every channel (voice, chat and email)?
2Can you hand the regulator a specific communication, legible and organised?
3Do you keep communications for at least five years, with a controlled retention period?
4Can you prove who accessed a recording, when and why?
5Can that access log be deleted or edited by whoever consults it?
6Is every export of recordings logged?
7Are recordings past their retention period deleted automatically, per country and channel?

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Assessment 02 of 03

Assess your sovereignty

Jurisdiction, Cloud Act and DORA resilience. Six architecture questions.

1Do you know which jurisdiction your recordings sit under today?
2Can your archive provider be compelled by a foreign law?
3Can you choose where the data physically sits?
4Does access to the archive follow your identity management (AD, LDAP or Azure)?
5Do you have a defined and tested RTO for the archive (how long it can be unavailable)?
6Do you have a defined RPO, with replicas and backups that actually restore?

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Assessment 03 of 03

Assess your operations

Unified archive and time per request. Five questions about the team's day to day.

1Do voice, chat and email from the same interaction come up together in one search?
2How many systems does the team open to answer a request for information?
3Can you measure the time the team spends per request?
4Do external shares respect access profiles and get logged?
5How long does the team take to become self-sufficient with the tool?

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