Built for banks, insurance firms, and financial advisors — compliant call recording, automatic CRM logging, and full conversation history so your team spends less time on admin and more time advising.
Compliance gaps and manual processes that slow advisors down.
Regulators require full records of client conversations. Manual logging leaves gaps — and gaps become audit findings.
Advisors spend hours each week manually logging calls, updating CRM records, and writing follow-up notes.
When a client calls back, advisors have no context — leading to repeated questions, frustrated clients, and lost trust.
Everything financial services teams need — without the enterprise price tag.
Every call recorded with consent announcements, stored securely with retention policies, and accessible for regulator review.
All client calls logged automatically with timestamp, duration, and outcome — synced straight to your CRM.
Every conversation transcribed and searchable — find any client interaction in seconds for compliance or dispute resolution.
Track applications, renewals, and follow-ups through a visual pipeline with reminders and stage-based automation.
Monitor call volumes, conversion rates, and SLA compliance per advisor — and identify coaching opportunities.
The FCA's SYSC 10A rules, MiFID II Article 16, and COBS 11.8 collectively require financial services firms dealing in regulated products to record all telephone conversations and electronic communications that relate to client orders and investment decisions — and to retain those recordings for a minimum of five years, or seven years on request from the regulator. Non-compliance carries fines measured in millions of pounds and the potential for personal liability for senior managers under the Senior Managers and Certification Regime. Beyond the penalty risk, regulators use call recordings as primary evidence in enforcement proceedings, which means a firm whose recording infrastructure has gaps faces a structural disadvantage in any dispute.
Talkwisely's financial services configuration is built around compliance as a baseline requirement, not an optional feature. Recording activates automatically for every call on regulated numbers, with no agent opt-out. Consent announcements trigger before call connection using the exact language specified in the firm's compliance policy. Recordings are encrypted at rest using AES-256 and in transit using TLS 1.3, with access restricted by role and every access event logged in an immutable audit trail. Retention periods are configurable to seven years. Exports for regulatory requests are produced in industry-standard formats with chain-of-custody documentation.
The advisory firms and financial services businesses that implement Talkwisely report a secondary benefit beyond compliance: the call recording library becomes a coaching and quality assurance infrastructure. Compliance officers who previously spent hours manually reviewing calls to check for required disclosures can instead run keyword searches across the entire call archive in seconds. New adviser onboarding that previously relied on observation and role-play can be supplemented by a curated library of high-quality client conversations. And when a client dispute arises — over advice given, a term misunderstood, or a commitment not fulfilled — the recording resolves the question definitively, protecting the firm and the adviser.
7 years
maximum call recording retention available — meeting the longest FCA and MiFID II requirements
AES-256
encryption at rest and TLS 1.3 in transit — meeting banking-grade data security standards
100%
of calls on regulated lines recorded automatically with immutable access audit trail
Reported outcomes from banks, insurers, and advisory firms using Talkwisely.
Calls Audit-ready
Less Manual Logging
More Policies Closed
Follow-up Completion Rate
What financial services teams ask before switching.
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