Verticals · Banks & Finance
Meet compliance without sacrificing customer experience.
High inbound volume and strict obligations in a Microsoft-heavy environment — voice that ties back to the systems your people already work in, with every call defensible.
COMMON DRIVERS PCI compliance · Call recording · CRM & ERP integrations
The pressure they’re under
PCI DSS obligations on card details taken over the phone — general data compliance does not cover it.
Customer-first culture measured against high inbound volume across multiple channels.
Reporting requirements on recorded calls, not just the fact they were recorded.
CRM and ERP systems that voice currently sits entirely outside of.
What it frees up
Card details captured without agents ever hearing or storing them.
Every call recorded, encrypted, searchable and tied to a customer record.
Supervisors see queues and outcomes live instead of reconstructing them later.
Compliance evidence produced on request rather than assembled by hand.
What we’d recommend
Compliance & procurement
PCI DSS 4.0 considerations for card details taken over the phone, handled inside the call flow.
Australian data sovereignty — recordings stored onshore, with retention you set.
Audit trail and reporting on recorded interactions, not just capture.
We already have compliance covered — until someone asks specifically about card details taken over the phone.
The conversation that usually opens the door
Case study
A mutual bank, 40 agents
Being written up now — what they were running, what changed, and what it freed up.
Work in a different sector? We work across council, legal, education and not-for-profit too.
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Thirty minutes with us — we’ll work through what you’re running today and what you actually need, before recommending anything.