Call Trace
03 · Financial Services

Catch the missed disclosure before the auditor does

In banking, insurance, and fintech, one skipped phrase can become a fine. Call Trace checks mandatory disclosures on every call and flags violations the same day — while coaching still helps.

  • 300 free minutes
  • No credit card
  • Live in one day
Financial compliance

One missed disclosure is an audit finding

Before

QA samples a few calls per month and misses inconsistent disclosure language.

With Call Trace

Required disclosures are checked on every call against your script.

Before

Remediation starts after complaints or regulatory review.

With Call Trace

Supervisors see missed stages daily and coach before the pattern spreads.

Before

Different products mean different scripts — manual QA can't keep up.

With Call Trace

Script libraries per product line, scored automatically.

For financial contact centers

Prove compliance with call-level evidence

Disclosure stage tracking

Verify rate, fee, and risk language was delivered as written.

Product-specific scripts

Separate scorecards for cards, loans, insurance, and collections.

Evidence per call

Transcript highlights show exactly what was said at each stage.

Consistent scoring

The same criteria for every agent — no reviewer drift.

03 · Financial Services

Find your compliance gaps this week

Run a pilot on your own recordings. 300 minutes of analysis free — no credit card.

No credit card · Pilot on your data