Solution · Financial Services

A finance calling stack compliance trusts.

Q: How long do recordings retain?

90 days default. Up to 7 years on higher tiers, with audit-logged playback and legal-hold flags that pause retention deletion.

Q: Does STIR/SHAKEN reduce spam flagging?

Yes. Full attestation A signed on every outbound typically improves answer rates by double-digit percentages within two weeks.

Q: Can we lock down recording exports for legal?

Yes. Export permissions are role-based, every export event is signed in the audit log, and legal-hold flags pause retention deletion.

Q: How do compliance-phrase rules ship?

Pre-built phrase packs for financial services ship on day one. Custom phrases are added through the admin console with a dedicated review workflow.

Finance calling with call recording, STIR/SHAKEN, and sentiment routing. SOC 2, PCI, FINRA-ready audit.

SOC 2·PCI·FINRA ready·STIR/SHAKEN

Outbound · incoming on client phone

Acepeak Financial

+1 (415) 555-0182

Checking caller ID…STIR/SHAKEN verified

Attestation A · cryptographically signed

No “Spam Likely” flag — higher answer rates

Financial services teams have two non-negotiables: every call recorded, every action audited. Acepeak handles both by default.

Compliance ledger

Compliance that ships by default.

Three domains your audit committee asks about. None of them gated behind an upgrade.

Recording & retention

Full recording · PCI redaction

7-year retention available on higher tiers. Audit-logged playback.

PCI**** **** **** 42427y · OK

SOC 2 Type II · PCI-DSS

Aligned, audited annually, audit logs streamable to your SIEM.

SOC 2 · IIPCI-DSSFINRA · ready

Outbound dial compliance

STIR/SHAKEN attestation

Signed at attestation A on every outbound — fewer "spam likely" labels.

A · signedCaller ID · verified

TCPA dialers · DNC scrub

National DNC, state DNC, and your internal suppression list scrubbed pre-dial.

DNC · 14kScrubbed pre-dial · TCPA

AI risk surveillance

AI sentiment routing

Upset prospects auto-routed to senior advisors before they churn.

−0.62Senior advisor

Compliance phrase detection

Conversation intelligence flags risky phrases for supervisor review.

“guaranteed return”Flagged

Outbound

Outbound that actually gets answered.

Local caller ID and STIR/SHAKEN attestation reduce spam-likely flagging so your sales team actually reaches prospects — sample of 12,400 dials inside the same account, 30-day window.

Outbound origin

Your number

Local CID match

Area-code matched

STIR/SHAKEN sign

Attestation A

Carrier verify

Live reputation

Verified · answered

Connect rate +19%

+19%median connect lift

Attestation A on every outbound

Local caller ID

Live reputation pull

The numbers behind the audit.

STIR/SHAKEN attestation

7 yrs

Recording retention max

SOC 2

Type II audited annually

+19%

Median connect lift

"FINRA-ready audit trails dropped what used to be a quarterly scramble into a one-click export. Our compliance team finally trusts the source-of-truth."

Faizan Parekar

Operations Manager · Twiching

"STIR/SHAKEN attestation on every outbound moved our connect rate up double-digits inside two weeks. Spam-likely labels disappeared from our caller ID across major US carriers."

Ismail Tai

Sales Manager · Wholesalevoice

Ready for a phone stack the auditors approve?

FAQ

Questions, answered.

Does Acepeak support finance compliance audits?

Yes. Audit logs, recording, supervisor controls and FINRA-aligned exports ship by default. Work with your dedicated TAM on specific rule requirements.

How long do recordings retain?

Does STIR/SHAKEN reduce spam flagging?

Can we lock down recording exports for legal?

How do compliance-phrase rules ship?

Compliance · by default

Your finance calling, audit-ready by default.

24/7 support included. Numbers ported from any carrier worldwide.

24/7 support60+ countriesSTIR/SHAKENFINRA-ready

Last updated: May 2026