Compliant Communications for Financial Services
Mandatory call recording, SRTP/TLS encryption, 7-year retention, and audit logs - built for banks, brokerages, RIAs, and credit unions with FINRA and SEC compliance in mind.
FINRA & SEC Aware
Mandatory call recording
Built for Financial Compliance
Every feature designed with the recording, retention, and audit requirements of financial services regulators in mind.
Mandatory Call Recording
All calls recorded automatically with no user opt-out. Recordings stored in the cloud with role-based access - exactly what FINRA and SEC regulations require.
SRTP / TLS Encryption
Every call encrypted in transit with SRTP and TLS 1.3. Client communications and sensitive financial discussions stay protected from interception.
Voicemail Archival
Voicemails stored alongside call recordings with full metadata. Accessible for compliance review, legal discovery, or internal audit without calling IT.
Audit Logs
Complete call logs with timestamps, extensions, durations, and recording links. Export to CSV for compliance reporting or import into your audit management platform.
Two-Factor Admin Access
Administrative portal access protected by two-factor authentication. Only authorized personnel can modify recordings, access logs, or change routing configurations.
Fax for Document Transfer
Cloud fax for secure transmission of account statements, loan documents, and regulatory filings. No fax machine required - send and receive from any browser.
Compliance Without Complexity
Regulatory-Ready Call Recording
FINRA and SEC require broker-dealers and registered investment advisors to record client communications. Our mandatory call recording system captures every call automatically - no manual activation, no gaps in the record.
Retention & Discovery Ready
Configure recording retention periods to match your compliance program - 3 years, 7 years, or custom. When legal or regulatory requests arrive, recordings are searchable and exportable within minutes.