🏦 Industry Solutions
Financial Services Solutions
VoiceStamps provides regulatory-compliant telephony solutions for banks, credit unions, investment firms, and financial services companies. Meet Dodd-Frank, MiFID II, and SEC requirements.
Industry Stats
25+
Years Experience
1000+
Financial Services Clients
High
Uptime
24/7
Support
What We Offer for Financial Services
Complete telephony solutions designed for financial services industry needs
Voice Solutions
Enterprise IVR, call routing, and voice recording tailored for financial services
Verification Services
Third-party verification and verbal contracts for regulatory compliance
Payment Processing
PCI-compliant Pay by Phone and Pay by Web solutions
Financial Services Challenges We Solve
Common telephony challenges in the financial services industry
Regulatory Recording
Dodd-Frank and MiFID II require recording of financial transactions. Non-compliance means significant penalties.
Fraud Prevention
Verbal authorization reduces disputes and chargebacks while protecting against fraud.
Customer Authentication
Securely verify customer identity for account changes and transactions.
Audit Trails
Complete documentation of customer interactions for regulatory audits.
Solutions for Financial Services
Comprehensive telephony services tailored for your industry
Key Features for Financial Services
Automated Workflows
Reduce manual processes with intelligent automation
Real-Time Analytics
Monitor performance with live dashboards and reports
System Integration
Connect with your CRM, ERP, and billing systems
Mobile Access
Manage your telephony from anywhere
Custom Routing
Intelligent call distribution based on your rules
Detailed Logging
Complete audit trails for every interaction
Compliance & Certifications
Meeting financial services regulatory requirements
Dodd-Frank
MiFID II
SEC
FINRA
PCI-DSS
Security
Benefits for Financial Services Organizations
Reduce Operating Costs
Automation and efficiency improvements typically deliver 30-50% cost reduction in telephony operations.
Improve Customer Experience
Professional IVR systems and fast routing mean happier customers and fewer abandoned calls.
Ensure Compliance
Built-in compliance features help you meet industry regulations without additional overhead.
Scale With Confidence
Our platform grows with your business—no infrastructure changes required.
Why Financial Services Companies Choose VoiceStamps
25+ Years Experience
Proven track record serving financial services companies nationwide
Industry Compliance
Purpose-built to meet financial services regulatory requirements
Dedicated Support
US-based team understands your industry challenges
Implementation Process
1
Discovery
We learn your requirements and regulatory needs
2
Configuration
Custom setup for your financial services workflows
3
Integration
Connect with your existing systems and processes
4
Training
Your team learns the platform with dedicated support
5
Launch
Go live with ongoing support and optimization
Financial Services Use Cases
How financial services organizations use VoiceStamps
Customer Enrollment
Verify new customers and document consent with TPV
Payment Collection
Accept payments 24/7 with automated IVR
Customer Service
Professional call handling with recording
Quality Monitoring
Review calls for training and compliance
Notifications
Automated reminders and alerts
Documentation
Verbal contracts and recorded agreements
Technical Specifications
Cloud Infrastructure
Geo-redundant data centers with high availability
Security
AES-256 encryption, TLS 1.3, secure platform
API Access
REST API with webhooks for real-time events
Integration Ecosystem
Connect VoiceStamps with your existing tools
Salesforce
Zoho CRM
HubSpot
Stripe
QuickBooks
NetSuite
Zendesk
Custom API
ROI for Financial Services
Typical savings with VoiceStamps telephony automation
30-50%
Cost Reduction
40%
Faster Processing
90%
Fewer Disputes
60%
Less Hold Time
Enterprise Security
Data Encryption
AES-256 at rest, TLS 1.3 in transit
Access Control
Role-based permissions with MFA
Audit Logging
Complete activity trails for compliance
Built to Scale
From startup to enterprise, VoiceStamps grows with you
Small Business
Start with basic features and add more as you grow. No minimum commitments.
Mid-Market
Full feature access with volume pricing. Dedicated account management.
Enterprise
Custom solutions, support, and dedicated infrastructure for largest organizations.
Customer Success Story
"VoiceStamps has transformed our financial services operations. The compliance features give us confidence while the automation saves us significant costs."
— Operations Director, Financial Services Company
What Financial Services Leaders Say
"The TPV service has eliminated disputes and chargebacks. Worth every penny."
— VP of Sales
"We reduced call center costs by 40% while improving customer satisfaction."
— Director of Operations
Support & Training
Phone Support
US-based team available during business hours
Live Chat
Instant help for quick questions
Documentation
Comprehensive guides and API docs
Onboarding Experience
We make getting started easy
Dedicated Onboarding Specialist
Your personal guide through setup and configuration.
Customized Training
Training sessions tailored to your team's needs.
Integration Support
Help connecting to your existing systems.
Go-Live Assistance
Support during your launch and beyond.
Pricing for Financial Services
Transparent, usage-based pricing with no hidden fees
TPV
$0.50-$0.75
per transaction
Call Recording
$0.02
per minute
Pay by Phone
$0.50
per transaction
VoiceStamps vs. Alternatives
| Feature | VoiceStamps | Others |
|---|---|---|
| 25+ Years Financial Services Experience | ✅ | ❌ |
| US-Based Support | ✅ | Varies |
| Industry Compliance Built-In | ✅ | Extra Cost |
| No Long-Term Contracts | ✅ | ❌ |
| Custom Integration | ✅ | Limited |
Frequently Asked Questions
Does your recording meet Dodd-Frank requirements?
Yes. Our platform provides immutable, timestamped recordings with chain of custody for regulatory compliance.
How long are financial recordings retained?
We offer configurable retention from 7 years to indefinite storage to meet various regulatory requirements.
Can recordings be retrieved for SEC audits?
Yes. Recordings are instantly searchable and can be exported in standard formats for regulatory submission.
Financial Services Case Studies
Regional Financial Services Provider
Implemented TPV and reduced customer disputes by 95% while saving $50,000 annually.
National Financial Services Company
Deployed Pay by Phone IVR, collecting $2M monthly with zero PCI compliance issues.
Disaster Recovery
Your operations continue no matter what
Geo-Redundancy
Multiple data centers ensure continuous availability
Auto Backups
Continuous backup with point-in-time recovery
Instant Failover
Automatic failover with zero downtime
Analytics & Reporting
Real-Time Dashboards
Monitor call volumes, payments, and verification rates live
Custom Reports
Schedule automated reports delivered to your inbox
Data Export
Export to CSV, Excel, or integrate via API
Developer-Friendly API
Build custom integrations with our comprehensive API
REST API
Standard REST endpoints with JSON responses for easy integration.
Webhooks
Real-time event notifications for call completion, payments, and more.
SDKs
Client libraries for popular languages including Node.js, Python, and PHP.
Sandbox
Test environment for development and integration testing.
Financial Services Regulatory Landscape
We help you navigate complex compliance requirements
Federal Regulations
TCPA, FCC rules, and federal consumer protection laws affect how you communicate with customers.
State Requirements
Many states have additional requirements for verification, recording consent, and disclosures.
Industry Standards
Industry-specific regulations like Dodd-Frank, MiFID II require specialized solutions.
VoiceStamps Compliance
Our platform is designed to help you meet these requirements with built-in features.
Training & Resources
Video Tutorials
Step-by-step videos for every feature
Knowledge Base
Searchable articles and how-to guides
Live Training
Scheduled webinars and custom sessions
Related Industries
Popular Services for Financial Services
Ready to Transform Your Financial Services Operations?
Join leading financial services companies using VoiceStamps