Solutions
The #1 phone system for financial services on Salesforce.
RocketPhone automates compliance and supports more Salesforce features than any other phone system. Go live in 2 days , yes, really.
99.99% UptimeSecureGDPR CompliantOfficial Salesforce ISVSupports FCA Compliance
100%
of conversations monitored
2×
agent productivity with AI
2 days
from kick-off to go-live
Compliance, automated , across every regulation that matters
Financial services teams face two unique challenges: deliver the best customer experience and stay compliant. By monitoring 100% of conversations, RocketPhone helps you excel at both.
MIFID II
- All calls recorded and securely stored for at least 5 years
- Call recordings locked and un-editable
- Access controlled by you
- Recordings logged to contact records and related activities
- Transcripts and AI bookmarks make retrieval fast
PCI DSS
- Hosted on Microsoft Azure (ISO 27001, SOC2, PCI DSS, FedRAMP)
- Automatic transcript redaction for sensitive information
- Strictly enforced login with OAuth and 2FA
GDPR
- TLS 1.2 and AES 256 encryption in transit and at rest
- AI bookmarks detect when consent is removed, given or changed
- Salesforce is updated immediately
FCA Consumer Duty & Vulnerable Customers
- Bookmarks detect potential signs of vulnerability and alert the agent in real time
- Enforce compliant behaviours with recommended next best actions
- Real-time call assist connected to your knowledge base
TCPA
- Detect consent removal, grant or change automatically
- Play recorded consent messages on automated outbound dialing
Gramm-Leach-Bliley Act (GLBA)
- Play recorded privacy notices on all outbound and inbound calls
- Automatically redact personal identifiable information in transcripts
The only phone system that supports Experience Cloud
RocketPhone is the only Salesforce-integrated phone system to support OAuth for Experience Cloud users. No need to buy expensive additional Sales Cloud licenses for your partners and brokers , get a truly connected telephony platform across your whole landscape.
Telephony, monitoring, compliance, automation , all in one app
We take care of everything. All we need from you is a few details.