How does Rozper help financial services firms?

Rozper provides a compliant contact center built for banks, lenders, and fintech companies — with call recording, PCI compliance controls, regulatory archiving, and audit trails that meet financial industry standards.

What features does Rozper offer for financial services?

Rozper offers PCI-compliant call recording, regulatory archiving, encrypted communications, role-based access controls, GDPR and HIPAA compliance tools, and integrations with financial CRM and banking platforms.

Does Rozper offer a free trial?

Yes, Rozper offers a 14-day free trial with full access to all features. No credit card required.

/solutionsfinance

Solutions / Financial Services

Compliant contact
center for finance.

Call recording, PCI-safe payment capture, and AI-flagged compliance triggers — built for financial services where every call is recorded, regulated, and audited.

Talk to compliance team

View pricing

Mariam Khalil

+1 646 555 0148

On call

03:04

Recording

Hi, I'd like to make a payment on my account.

PCIGDPRMIFID

// compliance.layer

Compliance built in, not bolted on.

PCI DSS-compliant recording

Pause and resume during card capture — meets PCI DSS, the standard for protecting cardholder data, and pairs with full call recording across every other call.

Primary safeguard

AI compliance monitoring

Flags prohibited phrases and disclosures in real time.

Full call audit trail

Tamper-evident storage and access logs for every call.

GDPR & data residency

Local data residency options for regulated markets.

MiFID II call recording

Recording and retention for investment and advisory firms.

// security.stack

Encryption stack, from call to archive.

Five layers between a live call and a stored record — every one of them regulator-facing.

TLS 1.3 in transit

Every call leg encrypted end-to-end across carrier and SIP trunk hops.

AES-256 at rest

Recordings and transcripts encrypted before they ever touch disk.

Role-based access control

Access scoped by team, seniority, and regulatory need-to-know.

Immutable audit logging

Every access, export, and playback event logged and tamper-evident.

Data residency controls

Pin storage to US, EU, or UK regions to satisfy local mandates.

// coverage.matrix

Regulatory coverage across markets.

One platform, mapped against the regimes financial teams actually get audited on — including the standards the Consumer Financial Protection Bureau enforces for consumer-facing financial services.

United States

Data residency · US

Retention period

7 years

Access logs

Enabled

Certifications

PCI DSSSOC 2

// throughput

Performance for high-volume financial operations.

Predictive dialing, live supervision, and CRM sync — running at scale, in real time.

Rozper Legacy platform

Calls handled per hour

1,840

1,080

Agent utilization

88%

61%

Compliance flag response

<30s

~6 min

Predictive dialer

Auto-dials collections, renewals, and outbound campaigns at pace.

Live supervision

Real-time monitoring with instant compliance alert escalation.

CRM sync

Two-way sync with Salesforce Financial Services Cloud and banking CRMs.

// client.feedback

Trusted by financial teams.

4.9 / 5

Banks · brokerages · insurers

“Regulatory audits used to take us a week to prepare for. With Rozper's call archive and search, we pull everything in minutes.”

Charlotte Evans

Head of Compliance · Bridgepoint Capital

-94%

audit prep time

Frequently Asked

Compliance questions, answered.

Yes. MiFID II — the EU's financial markets regulation — requires call recording with specific metadata, retention periods, and access controls. Rozper covers all three.

Reduce audit prep from weeks to minutes.

Built for banks, insurance, broker-dealers, and fintech. SOC 2 Type II certified.