Financial services
Every call accounted for.Every change on the record.
Customer calls for banks, lenders and fintechs, with the record an auditor asks for built in: who called, who changed a setting, who listened, and when.
- Card and account servicing
- Loan follow-ups
- Payment reminders
- Onboarding calls
One call, three views
The same servicing call, seen by everyone who cares about it
The agent has what they need, the customer gets a call they can trust, and internal audit gets a record that cannot be quietly changed.
The agent sees
James Patel
+44 7700 •••• 21
Reason for call
Card renewal: confirm the delivery address
Notes
Prefers an email follow-up. Account number hidden.
The agent sees what the call needs. Account and contact details stay masked.
An illustrative call. Names, numbers and the business are made up.
The controls
Six controls an auditor will ask about
Said once, in plain words. Your IT and audit teams can open the technical detail on each one.
A log nobody can change
Every sensitive action is written down, with who did it, when and from where.
Technical detail
Append-only audit trail recording the person, IP address and browser for each sensitive write, with a report you can filter by user, action and date.
Every setting change recorded
If someone changes how calls are recorded or who can see what, it is on the record.
Technical detail
Configuration and permission changes land in the same append-only trail as call activity.
Only the right people see it
Roles decide who sees what, with two-step sign-in and logins only from places you allow.
Technical detail
Seven built-in roles with fine-grained permissions (custom roles on Enterprise), TOTP two-step sign-in, account lockout, one session per user and login IP restriction.
Recordings locked away
Every recording is encrypted, and every play or download is logged.
Technical detail
AES-256-GCM envelope encryption at rest, TLS in transit, served through short-lived signed links.
Card details never recorded
Agents pause the recording while a customer reads out card details.
Technical detail
Recording always, on demand or never, per organisation and overridable per campaign, with pause and resume.
Your data kept apart
Your records are separated from every other customer's, and kept only as long as you say.
Technical detail
Every lookup is limited to your organisation; another organisation's record returns not found. Retention periods and right-to-erasure handled in the product.
Where we stand
Engineered to SOC 2 and ISO 27001
The audits are in progress, and we would rather say so than put a badge on a page early. Your team can review our security overview and controls under NDA.
- SOC 2 Type IIAudit in progress
- ISO 27001Audit in progress
- Security overviewShared under NDA
- Encryption and audit logIn every plan
Proof from a live floor
Agrobhumi Agritech is not a financial services firm; they are an agritech business in India. What they do run is the engine on this page: predictive dialing, recorded and auditable calls, and rechurn bringing back the ones who did not answer. The same six agents now close four times the sales a day.
Questions
Financial services, answered
Straight answers on the audit log, certification, data protection and hosting.
Every sensitive action, with who did it, when, and from which IP address and browser. That includes setting and permission changes as well as call activity. The log can be added to but never edited or deleted, and the report filters by person, action and date.
See the record
Bring internal audit to the demo
We will walk through the audit log, the record of setting changes and who can see what, end to end.