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Iryna SydorchukDecember 7, 20232 min read

Navigating the Complexities of MiFID II Compliance with Eyeson for Salesforce

The world of Banking, Insurance, and Financial Services (BIFS) is indeed complex, with a myriad of regulations to navigate. One of the most significant challenges in this industry is understanding and adhering to the intricate requirements of the Markets in Financial Instruments Directive II (MiFID II). As industry leaders grapple with these complex issues, they are increasingly turning to technological compliance solutions like Eyeson for Salesforce to help streamline and manage their compliance efforts.


Eyeson for Salesforce: A Revolutionary Compliance Solution

Eyeson for Salesforce is a game-changing compliance solution that seamlessly integrates with Salesforce, addressing common compliance issues within the BIFS sector. One standout feature of this solution is its secure document sharing functionality. This feature ensures that only contracts and presentations stored or authorized in Salesforce can be accessed during video conferences, minimizing the risk of accidentally sharing sensitive information and guaranteeing that only approved documents are shared.

Furthermore, Eyeson for Salesforce offers integrated video conferencing that enables the recording of contracts and presentations directly within the Salesforce Ecosystem. This eliminates the need for traditional screen sharing, reducing the likelihood of inadvertently sharing inappropriate content and ensuring that all necessary compliance records are accurately maintained.


Streamlining Compliance with Workflow Integration

Eyeson for Salesforce seamlessly integrates into the Salesforce workflow, enhancing compliance processes. For instance, it allows for the integration of screenshots as part of the Salesforce workflow, ensuring compliance with essential steps like Know Your Customer (KYC) procedures. Snapshots captured during calls, including customer and agent information, are linked to the account and contract, making auditing easy via Salesforce reporting.



Enhancing User Experience with Customizable Layouts

Beyond its compliance-focused features, Eyeson for Salesforce offers customizable layouts to reinforce brand identity and improve user experience. Its unique 'layout map' feature empowers users to define the positioning and size of video and data windows, creating an immersive experience for clients. Read more about custom layouts here.


Beyond Compliance: Proof of Work in Call Center Contexts

Eyeson for Salesforce extends its utility beyond compliance, serving as a valuable tool in call center applications. It provides tangible evidence of work completed by recording contracts and presentations, proving beneficial in client relations and quality assurance contexts.


Looking to the Future: Trends in Banking Compliance

The banking and financial compliance landscape is in a state of constant evolution. As regulations change and technology advances, solutions like Eyeson for Salesforce must stay ahead of these shifts. Thanks to its flexibility, integrative features, and commitment to secure, compliant processes, Eyeson for Salesforce is well-positioned to meet emerging compliance needs of financial compliance.


The Risks of Non-Compliance

Non-compliance with GDPR and MiFID is fraught with risks. GDPR violations can result in fines of up to €20 million or 4% of a company's annual global turnover, while MiFID non-compliance can lead to penalties of up to €5 million or 10% of annual turnover. Additionally, the negative publicity stemming from non-compliance can inflict immeasurable harm on a company's reputation. 

To explore how Eyeson for Salesforce can assist your organization in navigating the complexities of compliance, please get in touch with us for a detailed discussion.



If you're eager to simplify your compliance efforts and embrace a comprehensive solution that covers all your MiFID II compliance needs, Eyeson for Salesforce is your answer. With features like secure document sharing, seamless workflow integration, customizable layouts, and advantages in call center compliance, it's your one-stop compliance solution. Don't let compliance complexities hold you back.