Financial Services
Every word on record,every rule met.
Recording, archiving, and audit trails that satisfy compliance from day one — while advisers get AI summaries that write the file note for them.
1 year
recording storage on the AI plan
Built in, not bolted on
Compliance that signs off in days
- Compliant call recording, stored for one year
- Full audit trails on every conversation
- Adviser-client routing with screen-pop context
- AI transcripts searchable by keyword and client
- 01
Recording without friction
Every call captured automatically — no start buttons to forget, no gaps for auditors to find.
- 02
File notes that write themselves
AI summaries with follow-up actions land in the client record seconds after the call ends.
- 03
Right adviser, every time
Clients route straight to their named adviser, with a covering desk when they're unavailable.
Compliance signed off in days, not quarters
That's how Skyline Bank described their switch. Talk to us about your regulatory requirements and we'll map the setup.