Unify Office for Presults
Automated data archiving for SEC and FINRA compliance.
ALSO AVAILABLE FOR
- RingCentral
- AT&T Office@Hand
- Avaya Cloud Office
- BT Cloud Work
- RingCentral with Verizon
- TELUS Business Connect
- Vodafone Business UC
These service providers are built on top of the RingCentral Platform. Apps that work for RingCentral also work for these service providers.
RingCentral for Presults
Unify Office for Presults is a direct integration where users can archive their Atos messages (such as your text and SMS data). Presults is used by individuals, firms and institutions that are regulated by the Securities and Exchange Commission (SEC) and FINRA in order to comply with recordkeeping rules and regulations. Presults for Unify Office helps you to manage and archive your conversations.
Features:
- Direct API integration to store your SMS, and chats data
- Ability to export your Unify Office data at anytime
- Search for keywords and filter by dates
- Automatically archive all SMS and opt-in to archive team chats and voicemails
Benefits:
- Direct integration with Presults
- Store all of your client communications in one place
- Search and audit your text communications
Getting Started
The Unify Office for Presults app can be connected through the Presults console (console.presults.com) after it is enabled by our Customer Support Team.
Contact the Presults Customer Support Team with any questions at [email protected] or connect with our team through the chat features on our website at presults.com.
Requirements:
- Connect your account in the Presults Console
- Unify Office Advanced or Ultra license