"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
Solution · Financial Services
A finance calling stack compliance trusts.
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 phoneNo “Spam Likely” flag — higher answer rates
AF
Acepeak Financial
+1 (415) 555-0182
Checking caller ID…STIR/SHAKEN verified
Attestation A · cryptographically signed
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.
01
Outbound origin
Your number
02
Local CID match
Area-code matched
03
STIR/SHAKEN sign
Attestation A
04
Carrier verify
Live reputation
05
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.
A
STIR/SHAKEN attestation
7 yrs
Recording retention max
SOC 2
Type II audited annually
+19%
Median connect lift
"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."
Mahamed Irfan
Director · TKOS
Ready for a phone stack the auditors approve?
FAQ
Questions, answered.
Yes. Audit logs, recording, supervisor controls and FINRA-aligned exports ship by default. Work with your dedicated TAM on specific rule requirements.
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
Explore more
Solutions for every team and industry
- Retail & eCom
Voice, SMS, WhatsApp, and Instagram on one omnichannel queue.
Learn more - SaaS & Tech
Product-led, API-first teams with CRM-native calling.
Learn more - Logistics
Dispatch, drivers, and 3PL coordination on one platform.
Learn more - Sales Teams
Power dialer with CRM-native logging and local caller ID.
Learn more - Support Teams
Omnichannel inbox with AI agent assist on every contact.
Learn more - Remote Teams
An anywhere desk-phone replacement that keeps teams in sync.
Learn more - SMB
Owner-operators and small teams, 1–20 seats, set up in minutes.
Learn more - Enterprise IT
SSO, SCIM, multi-site routing, and a dedicated TAM.
Learn more