Compliance-aware phone service for banks, credit unions, and financial firms.
Financial firms run on conversations that have to be secure, recorded, and retained. Generic phone service was not built for that. Whether you are a community bank, a credit union, a lending office, or an advisory practice, a modern hosted platform routes every call, records what the rules require, and keeps client communication protected across every branch.
Move your phones to the cloud and your system stops being a branch-bound liability. It becomes a managed service your tellers, lenders, advisors, and support teams can use from any approved device, with the recording, retention, and security controls your examiners expect, and without asking IT to keep aging hardware alive in every location. We configure the system around your obligations, not the other way around.
What we help your firm handle
- Call recording with retention schedules set to match your rules
- Encrypted calling and secure business texting for client communication
- Searchable, tamper-resistant archives for fast regulatory response
- Routing across branches, departments, and remote advisors
- PCI-aware payment handling, such as pause-and-resume on recordings
- Mobile and desktop apps, so advisors stop using personal cell phones
Why financial firms move to hosted voice
Overlapping rules from the SEC, FINRA, PCI DSS, GLBA, SOX, and state regulators. Aging branch hardware. Advisors on personal phones with no oversight. Hosted voice brings calling, recording, and security under one managed system built for that level of scrutiny.
Recording and retention done right
Rules often require firms to capture and keep communications, commonly three years with the first two readily accessible, and longer for certain records. We set retention to match your obligations, with searchable archives so a regulator request takes hours, not weeks.
Protect card and client data
Keep payment card numbers out of your recordings with pause-and-resume and keypad masking to reduce PCI scope, and keep calls encrypted across the network rather than exposed on the public internet.
Close the personal-phone gap
When advisors call clients from personal cells, there is no recording and no visibility. Mobile and desktop apps put every conversation on the business system, where it can be captured and supervised.
An AI Receptionist built for financial offices
A well-trained AI Receptionist answers every call instantly, helps clients with common questions about hours, locations, rates, and services, and routes them to the right branch, department, or banker in seconds. It can handle routine requests and overflow during busy periods, then hand off to a person whenever a call needs human judgment or sensitive handling. It works alongside your hosted phone system and your compliance controls, so service improves without adding risk.
How the AI Receptionist worksWhat your institution gains with modern hosted voice
These are not just phones. They are client-service and compliance tools with the controls regulators look for: recording with immutable logs and timestamps, retention mapped to your rules, encrypted signaling, intelligent routing across branches, queues and callback for busy periods, secure texting with full logging, and integration with your core banking platform or CRM for faster, verified service.
Downtime is a regulatory and reputational risk, so reliability and continuity are part of the design. Ask us about call recording and retention configuration, PCI-aware payment handling, and how we align the system to your SEC, FINRA, GLBA, or state requirements.
Let us map your firm's call flow and compliance needs
We help design branch and department routing, recording and retention, and a clean migration that protects client service and keeps you audit-ready.
Request a consultation