Bring Compliance to Microsoft Teams, Slack, Zoom and More — Without Getting in the Way
Collaboration platforms like Teams, Slack, and Zoom are now critical communication tools across financial services — but they weren’t built with compliance in mind. Chat threads, shared files, emojis, GIFs, reactions, video calls — it’s a dynamic environment that traditional supervision tools can’t handle
This isn’t a retrofitted email system — our supervision is designed for how people use Slack, Teams, and Zoom every day.
Customizable Workflows and Triggers
Escalate what matters. Ignore what doesn’t. Align supervision with your policies and risk profile.
End-to-End Oversight Without Overreach
Maintain compliance and employee trust with surveillance that’s comprehensive, not invasive.
Flexible, Configurable, Enterprise-Grade
Built to scale with your needs, integrate with existing systems, and adjust as regulations evolve.
Your Data Is Always Yours
We don’t believe in hostage fees. Red Oak gives you full access, retrieval, and export capabilities — no strings attached.
Industry-Leading Client Support
Get answers fast with Support that, on average, resolves help tickets in under an hour. We have some of the industry’s lowest churn rates and a high NPS score.
Trusted by 2,000+ Firms Globally
Partner to Over Half of the Top 20 Asset Managers
84 NPS Score—Setting the Standard for Client Satisfaction
Trusted by 2,000+ Firms Globally
Partner to Over Half of the Top 20 Asset Managers
84 NPS Score—Setting the Standard for Client Satisfaction
How Collaboration Supervision Works
Complete Channel Coverage
Monitor conversations, reactions, shared files, and video meeting metadata across Slack, Teams, Zoom, and other platforms — all in real time.
Policy-Driven Automation
Automatically flag risky behavior or terms using your firm’s lexicon and policy settings — with workflows tailored for chat and collaboration environments.
Audit-Ready Recordkeeping
Securely archive all communications with full context and chain-of-custody — so you’re always prepared for exams, audits, or investigations.
Let your teams collaborate freely — while you stay fully compliant.
Red Oak makes real-time collaboration and real-time compliance work together.