Every client call. Compliant. Recorded. Searchable.
Advisors, brokers, and back-office teams meet FINRA, SEC, and PCI-DSS recording requirements without slowing down — and without buying separate tools.
Built for
- Advisors
- Brokers
- Back-office
$2.7M
average FINRA fine for inadequate communication recording
Source · FINRA
67%
of HNW clients leave advisors who respond slowly
Source · Capgemini
100%
of advisor-client calls must be retained under FINRA 4511
Source · FINRA
Built for FINRA, SEC, and PCI — out of the box.
Recording, retention, supervision, card-data masking — all standard. You don't bolt compliance onto your phone system; it's the platform's job.
- 6+ year tamper-evident recording vault
- DTMF masking + pause-and-resume for PCI
- Searchable archives with role-based access
Respond at the speed your top clients expect.
67% of HNW clients leave advisors who respond slowly. Voxago routes their calls to a live person — or to their advisor's mobile — in under 3 rings, with full client context.
- VIP routing by AUM, client tier, or advisor
- Salesforce / Redtail / Wealthbox screen-pop
- Mobile app keeps caller ID consistent on the road
Built for financial services
FINRA-grade call recording
Every advisor call recorded, encrypted, and retained for 6+ years — meeting FINRA 4511 and SEC 17a-4 retention rules.
Supervisor monitoring
Whisper, barge, and silent-monitor calls in real time. Random sampling and AI flagging for compliance review.
PCI-DSS card protection
Pause-and-resume recording around card numbers — or use DTMF tone-masking. Card data never enters your recording vault.
CRM auto-population
Calls log to Salesforce Financial Cloud, Redtail, or Wealthbox automatically — with call notes, sentiment, and follow-up tasks.
Multi-channel archiving
Voice, SMS, and chat all archived together. Searchable by client, advisor, or keyword. Export-ready for audits.
Disaster-ready continuity
Geo-redundant data centers and 99.99% uptime SLA. Calls failover automatically; recordings replicate across regions.
Plug into your stack
Voxago connects to the tools your financial services team already lives in — no rip-and-replace.
Built to perform.
Built to protect.
- FINRA 4511
- SEC 17a-4
- PCI-DSS
- SOC 2
- GLBA
“Voxago has been a true partner. Reliable, modern, and built for how we work.”
Sarah Anderson
Operations Lead
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