Call Recording Solutions for Financial Institutions

Call Recording Solutions for Financial Institutions

Last Updated on January 30, 2019

Call Recording For Finance and Financial

The financial institution is a highly regulated industry, from banks, savings and loan entities, to credit unions and investment services. Compliance regulations and risk insurance are of the utmost importance in the industry; the financial institution itself must make sure it is compliant with regulations and laws, while also insuring risk and exposure is limited.

The best way to meet both industry needs, and simultaneously improve business operations is simple: call recording.

Our call recording software is PCI Compliant and the act of recording all telephone calls will greatly reduce your institution’s liability. Even more than the regulations it meets and the insurance it provides, our call recording software allows you to:

  • Monitor Live Calls
  • Capture PC Screen Activity
  • Perform Quality Control tests
  • Run Custom Reports
  • Auto Archive Recordings for Virtually Unlimited Storage
  • Easily Retrieve Important Calls


Live monitoring
of calls allows you verify your employees are correctly stating information.  The grading system within our Quality Control feature helps increase business development, and provides agents with the opportunity to improve their customer service skills. Our powerful search features allows you to quickly and seamlessly retrieve important calls.  With PC Screen Capture, you are able to record your agent’s computer screen automatically, or on a triggered event, such as a phone call.

Recording phone calls can also help reduce your risk of exposure. When a client makes false claims against your financial company, you are able to supply portions of the recordings to the opposing party, providing concrete evidence against the claims. Most issues will be squashed before they even consider taking you to court.

The ability to listen and grade all calls within your institution will provide significant insight to your customers and their needs. Combined with the ability to monitor your agents, our recording solution will help improve agent and customer interaction, thereby improving customer satisfaction.

To learn more about what our call recording solutions can do for your financial institution, call 1.949.457.0650 and we’ll put you in touch with one of our dedicated account managers.

Last Updated on January 30, 2019