Financial Services · Compliance

Recorded Line Consent & Disclosure

Ensure required call recording/consent disclosures are delivered and confirmed consistently.

Apps this needs

Core / Policy System Lending, policy or subscription system for renewals & balances. Connect during setup
SIP Trunk Route inbound & outbound calls through your phone system. Connect during setup

How it works

  1. Delivers the required recording/monitoring disclosure at the start of every applicable call, via voice (Twilio, 3CX, RingCentral, or a carrier-direct SIP trunk), per jurisdiction requirements.
  2. Logs confirmation of disclosure delivery for every call as part of the compliance record.
  3. Ends or escalates the call if a customer explicitly objects to being recorded, per the institution's policy for that scenario.
  4. Applies the correct disclosure language automatically based on the caller's jurisdiction.

Data sources

Jurisdiction consent requirement rules Call log/compliance record

What it targets

  • Calls with correct disclosure delivered and logged Target 100%