From wealth managers to challenger banks, regulated firms need voice infrastructure that just works — and proves it. We help you compare phone systems and contact centre solutions with the recording, retention and surveillance features regulators expect.
Sound familiar?
What to compare
MiFID II / FINRA-aware recording, retention and surveillance.
Authenticate, triage and route clients before they reach an agent.
Omnichannel queues, workforce management and analytics.
Native connectors for Salesforce Financial Services Cloud and more.
Who it's for
Recorded advisor lines with searchable transcripts and CRM logging.
Dedicated turret-style lines with low-latency, fully recorded voice.
Enterprise contact centre with IVR, identity verification and analytics.
API-first cloud telephony that scales with your customer base.
Financial services firms can't compromise on call recording, retention or security. Our comparison surfaces only providers that meet the requirements of MiFID II, FINRA, the FCA and equivalent regulators worldwide.
Modern AI receptionists can authenticate clients, answer balance and statement queries, and triage advisor requests — freeing your team for the high-value conversations that drive AUM growth.
Whether you're scaling a fintech or modernising a bank, the contact centre is the front line of your brand. We compare platforms on omnichannel capability, compliance posture and total cost of ownership.
FAQ
Every provider we shortlist for financial services supports the recording, retention and unalterable storage rules MiFID II requires.
Yes — AI receptionists can verify clients via voice biometrics or knowledge-based authentication before disclosing account information.
Most providers offer native Salesforce, Microsoft Dynamics and HubSpot integrations. We filter your shortlist by what you already use.