Secure, compliant collaboration for modern financial services
Strengthen client engagement, simplify onboarding, and stay audit-ready with an AI-assisted workspace built for regulated financial institutions.
What slows financial services teams down
Client trust depends on getting the details right. Yet when conversations, documents, and approvals are spread across disconnected tools, advisors lose time and compliance loses visibility.
Client conversations, approvals, and documents sit in separate systems, so no one holds a complete record of an engagement.
Advisors spend hours writing up meeting notes that compliance later needs in a specific, auditable format.
Onboarding stalls when identity checks, document collection, and sign-off are split across email, portals, and calls.
Global clients need complex products explained in their own language, and arranging interpretation adds cost and delay.
Every additional tool widens the surface that risk and compliance teams have to review, approve, and monitor.
Secure, compliant client communication
Client conversations stay encrypted, permissioned, and evidenced, without pushing advisors onto tools compliance has not approved.
End-to-end encrypted messaging, calls, and video meetings
Client conversations and shared files stay protected in transit and at rest.
Built to support SOC 2, ISO 27001, and GDPR requirements
Meet the control expectations your risk and compliance teams already work to.
Audit trails across conversations, files, and access
Produce the documentary evidence regulators ask for without reconstructing it later.
Digital-first onboarding and KYC
Run identity checks and document collection in a single session, with context that carries through every internal handoff.
Secure video consultations support remote identity verification
Run digital-first KYC without asking clients to visit a branch or office.
In-meeting document sharing collects and reviews paperwork in one session
No separate portal, no email attachments, no waiting on a second appointment.
Persistent workspaces carry context across every handoff
Relationship, compliance, and operations teams pick up where the last one finished.
Built for how advisory work actually runs
From AI-documented client meetings to governed document storage and permissioned advisory workspaces. The operational detail of financial services, handled in one platform.
Serve clients in any language, on infrastructure you can evidence
Melp gives financial institutions the reach to serve global clients and the controls to satisfy regulators.
Multilingual Client Engagement
Advisors explain complex products clearly to clients in the language those clients prefer.
- Real-time speech translation during client calls
- Live multilingual captions for accessibility and clarity
- Automatic chat translation across written correspondence
- Reduced misunderstanding in suitability discussions
Designed for financial services teams
Financial Advisors
Meet clients securely, and leave every conversation documented without writing it up afterwards.
Relationship & Client Managers
Keep the full history of an account in one place, across languages, regions, and handovers.
Compliance & Risk Teams
Review interactions, access, and approvals from a single audit-ready record instead of many systems.
Onboarding & Operations
Run identity checks and document collection in one session, with context that carries through every handoff.
Financial institutions around the world trust Melp
See how banks, wealth managers, and insurers are transforming client collaboration.
Wealth Management Firm
Runs multilingual client consultations with documentation captured automatically for compliance review.
Regional Bank
Moved onboarding and identity verification into secure video sessions without loosening compliance controls.
Insurance Provider
Gave advisors and operations teams one governed space for policy documents, approvals, and client records.
Financial Services: Frequently Asked Questions
Everything banking, wealth, and insurance teams need to know about Melp.
Learn more about financial services collaboration
Guides, best practices, and insights for banking, wealth, and insurance teams.