Enable your bankers, wealth managers, and financial advisors to compliantly communicate with clients to drive efficiency, continuity, and client engagement.
Enable your employees to have a separate business number on their own personal device, for secure and compliant client communications.
Voice and Text Capture
Retain complete ownership of your all your client communication data to help you meet your industry and regulatory compliance requirements. Built-in voice and text capture with seamless integration into your CRM and compliance archive for storage, e-discovery, and analytics.
From Microsoft Intune to Verint to Salesforce, we seamlessly integrate with your tools that are core to communication, data capture, and compliance, so you can drive the employee experience of the future.
Manage your deployment with ease. IT admins and compliance teams have all the tools they need to add users, manage mobile numbers, and configure policy controls – all from a simple, web-based portal.
Security and Compliance
Our platform is built to help you meet your global compliance, security and data privacy requirements while protecting the valuable communication data that drives your business forward.