Call Recording & Retention
Record calls automatically. Control who can play or download recordings, and export call detail records to CSV.
Financial services
Secure communications for financial institutions
Automatic call recording, configurable retention, and permission-controlled access to recordings. Built for banks, wealth managers, and insurance.
The challenge
Financial services face unique regulatory requirements
Compliance mandates, client trust, and audit readiness demand purpose-built communication tools.
Regulatory Compliance Burden
SEC, FINRA, and state regulations mandate call recording and retention. Non-compliance brings fines, audits, and license risks.
Client Trust Erosion
Dropped calls during sensitive financial discussions damage relationships. Poor audio quality makes clients question your professionalism.
Fragmented Communication Data
Call records scattered across systems. Compliance officers cannot produce audit trails. CRM data does not sync with communication history.
The solution
Built for highly regulated financial communications
Automatic recording, controlled access, and CRM integration in one platform.
E-Discovery & Search
AI-powered transcription makes every call searchable. Find conversations by client, keyword, or date range in seconds. Export for legal review.
Sales Pipeline Integration
Click-to-dial from Salesforce. Automatic call logging to CRM. AI detects buying signals and flags follow-up opportunities.
Payments Stay With Your Processor
SIPSTACK has no card-capture feature for calls and does not hold a PCI DSS certification. Take card payments through your existing payment processor.
Real-Time Supervision
Supervisors monitor calls live for quality and compliance. Whisper coaching without clients hearing. Barge-in for urgent situations.
How financial institutions use SIPSTACK
Wealth Management Firms
Compliant client communications at scale
Your RIA manages $2B across 500 client households. Advisors need compliant call recording, CRM integration, and the ability to handle sensitive financial discussions from anywhere.
Key Benefits:
- Automatic recording of advisor-client calls
- Integration with leading financial services CRM platforms via API
- Call analytics show which clients need proactive outreach
- Mobile app lets advisors call from anywhere on the business line
Insurance Agencies
Quote, bind, and service with confidence
Your independent agency writes policies across 10 carriers. You need call tracking for commissions, compliance recording for E&O protection, and automation to handle quote requests.
Key Benefits:
- Call tracking by carrier and policy type for commission reconciliation
- Call recording with configurable retention
- AI agents provide instant quotes for standard policies
- Automatic follow-up for quotes that did not convert
Regional Banks
Branch and call center communications unified
Your community bank has 15 branches and a centralized call center. You need to route customers to their relationship manager, comply with banking regulations, and maintain detailed records.
Key Benefits:
- Account-based routing connects customers to their banker
- Call recording, encrypted at rest
Products and plans
What you’ll use
Nova and Flare are the paid products. Aura AI, SARA, Switchboard and Pulse are included with every plan.
Products used
- Nova PBXFrom $19/user/mo
Your cloud phone system: numbers, extensions, call routing, voicemail and recording.
Learn about Nova PBX - Aura AIIncluded
AI voice agents that answer calls, plus transcripts, summaries and sentiment on your calls.
Learn about Aura AI - PulseIncluded
Your business number on iOS, Android and desktop, with calls, texts and voicemail.
Learn about Pulse
Which plan fits your team?
Pick by company size. Every plan includes Aura AI and SARA.
- Startups: Nova Core or Nova Pro
- Small business: Nova Pro
- Mid-market: Nova Pro or Nova Ultra · book a demo for volume pricing
- Enterprise: Nova Ultra or Enterprise · book a demo for volume pricing
14-day trial on Nova Pro and Flare Pro. Card required; billing starts after day 14 unless you cancel.
Common questions about financial services communications
Does SIPSTACK make us SEC or FINRA compliant?
No platform can make you compliant on its own, and SIPSTACK does not certify compliance with SEC, FINRA, or other financial regulations. SIPSTACK records calls automatically, lets you control who can play or download recordings, and exports call detail records to CSV. You remain responsible for meeting your own record-keeping obligations, which may require retaining records longer than your retention settings provide.
Can advisors use personal mobile devices compliantly?
Calls placed through the Pulse app go through SIPSTACK, so they use your business caller ID and follow your recording settings. Whether this satisfies your supervision obligations for off-channel communications is a decision for your compliance team.
Can we take card payments over the phone?
SIPSTACK has no card-capture feature for calls and does not hold a PCI DSS certification. Take card payments through your existing payment processor, and avoid reading card numbers aloud on recorded calls.
What about integration with our CRM?
SIPSTACK integrates with leading CRM and compliance platforms via API. Click-to-dial from contact records, automatic call logging, and screen-pop of client data when they call inbound. Custom API integrations available for proprietary systems.
Can we export recordings for audits?
Users with the right permission can download recordings, and call detail records export to CSV from Switchboard. For a bulk export for a legal or compliance request, contact support.
Get started
Ready to modernize your financial communications?
Start your 14-day free trial today. Secure and designed for financial services.
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