Financial Services

Voice that holds up when the auditors ask.

Client conversations in financial services carry recording, retention, and privacy obligations. Intuity runs encrypted cloud voice with the controls built in, so your team can just make the call.

In your industry, a phone call is a record.

Advisory conversations, trade instructions, collections calls. Regulators expect them captured, retained, and retrievable. Intuity configures recording and retention to your policy, encrypts every call in transit, and keeps the audit trail your examiners ask for.

What we run for financial institutions

Encrypted SIP trunking

TLS and SRTP on every call, AIDN screening against fraud and spoofing, which financial firms see more than anyone.

Cloud VoIP with recording and retention

Call recording configured to your compliance policy, retained on your schedule, retrievable when the request comes.

Microsoft licensing and Teams calling

Compliant calling inside Teams for firms standardized on Microsoft 365.

Compliance

Controls your examiners recognize.

Every call is encrypted in transit. Recording and retention are configured to your written policy, with access controls and audit trails on stored communications. Our platform is designed to support the recordkeeping expectations financial firms answer to, including SEC Rule 17a-4, FINRA Rule 4511 and the Gramm-Leach-Bliley Act’s safeguards for customer information. Your compliance team sets the policy; we build the system that enforces it.

In their words

“Every call on our trading and advisory lines has to be secure and recorded. Intuity UC’s Secure SIP encrypts both signaling and media end to end, and it works alongside our compliance recording without workarounds.”

Morgan Stanley
Secure SIP

Switch without downtime

The reason organizations stay on aging phone systems is fear of the cutover. Here is how we remove it.

Network Assessment

We map your current lines, numbers, and call flows.

Migration Plan

You get a written plan with dates, owners, and a rollback path.

Parallel Testing

The new system runs alongside your old one until it proves itself.

Go Live

Numbers port on schedule. Your callers notice nothing.

24/7 Support

US-based engineers monitor and answer from day one.

Frequently
Asked Questions

Can recording be selective by department?

Yes. Record trading and advisory lines, skip the break room. Rules follow your policy, not the other way around.

What fraud protection is built in?

AIDN watches calling patterns in real time and blocks spoofing, robocalls, and fraudulent destinations before calls complete.

How long are recordings retained?

As long as your policy requires. Retention is configurable, and holds can be applied when a matter requires it.

Bring us your recording policy.

We will map it to a system that enforces it automatically, and show you what the switch saves against your current carrier.

● We respond within 1 Business Day

Request Your
Custom Quote

Tell us about your setup and we will build a plan around it.

We never sell your information. See our Privacy Policy.

Why organizations choose Intuity

Encrypted calling with TLS and SRTP, on by default
99.9% uptime with real-time failover
US-based 24/7 support, real engineers
Flat-rate SIP pricing, no per-minute overages
Works with your existing phones and numbers