MeraTalk
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Solution · Financial Services

Every call, compliant. Every audit, covered.

PCI-DSS, SOX, and FINRA-ready phone and contact center for banks, brokerages, insurance, and fintech. Every call recorded, every interaction auditable — automatically.

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PCI-DSS Auto-pauseSOX Audit TrailsAI Fraud AlertsFINRA Recording
Parity Finance · Compliance Desk
Live · 184 calls today · 0 missed disclosures
STIR · A
Call volume
Sentiment
last 6h
184148920
AUDIT LOG · LIVE 7-yr retention
10:41RECRecording attached · #41723 · Sales · 7-yr retain✓
10:44PCIPCI redaction applied · 4 digits scrubbed✓
10:48STIROutbound attestation A · +1-415 verified✓
10:52SENTSentiment route · upset prospect → senior advisor✓

Regulators don't accept “we thought we were compliant.” Your platform should prove it automatically.

Regulatory coverage

Four regulations. One platform.

MeraTalk is built to satisfy the most demanding financial compliance frameworks out of the box.

PCI-DSS

PCI-DSS

Payment Card Security
✓ Covered

“Protect cardholder data during phone transactions.”

✓
Auto-pause recording on card entry
✓
DTMF tone masking
✓
Encrypted call storage
SOX

SOX

Sarbanes-Oxley
✓ Covered

“Immutable audit trails for financial communications.”

✓
Tamper-proof call logs
✓
Chain-of-custody records
✓
7-year retention default
FINRA

FINRA

Financial Industry Regulation
✓ Covered

“Record and supervise broker communications.”

✓
100% call capture
✓
Supervisor alert on disclosure miss
✓
Keyword flagging
SOC 2

SOC 2

Type II Certified
✓ Covered

“Security, availability, and confidentiality controls.”

✓
Annual Type II audit
✓
RBAC access controls
✓
HSM key management
Platform features

Every tool your compliance team will stop worrying about.

Built for finance desks, brokerages, and contact centers where every call is a liability if it isn't logged.

100%
calls recorded

Verified call recording

Every client call captured with tamper-proof timestamps and chain-of-custody — exportable for any audit.

Tamper-proofTimestampedAudit-ready
Auto
PCI pause

PCI-safe recording pause

Recording stops automatically when callers enter card or account numbers via DTMF. No manual step, no compliance gap.

DTMF detectionAuto-pauseZero manual steps
<2s
fraud alert

AI fraud detection

Real-time voice analytics flag suspicious call patterns — caller spoofing, stress signals, unusual phrasing — before transactions clear.

Voice analyticsReal-timePre-auth flag
7 yrs
retention

SOX audit trails

Complete, immutable logs of every interaction, agent action, and system event — structured for SOX and FINRA reporting.

Immutable logsFINRA-readyExport CSV/PDF
VIP
routing

Client portfolio routing

High-value clients route directly to their dedicated advisor via CRM caller ID match — no hold time, no wrong desk.

CRM caller IDDedicated advisorSkip queue
24/7
AI monitoring

Real-time compliance alerts

Supervisors notified instantly when agents miss required disclosures or use prohibited language — before the call ends.

Disclosure checkProhibited phrasesLive alert
Testimonials

What teams say after 90 days on the platform.

“Three vendors collapsed into one bill, and the AI receptionist booked $38k of consultations while we were closed. The platform paid for the year inside the first quarter.”

Customer
Multi-location dental practice
on consolidating the stack

“Inbound calls finally attach to the right deal. We attributed six figures of pipeline last quarter to calls that used to disappear into a generic queue.”

Customer
Mid-market insurance brokerage
on the HubSpot plugin

“Our outbound dialer's connect rate doubled inside two weeks. Lead prioritisation actually works when it runs against your live CRM, not a stale CSV.”

Customer
Staffing agency
on the AI Power Dialer

“Every after-hours call used to be a missed job — about $7k a month down the drain. The AI receptionist closed the gap in week one.”

Customer
Home services company
on the AI receptionist

“Three vendors collapsed into one bill, and the AI receptionist booked $38k of consultations while we were closed. The platform paid for the year inside the first quarter.”

Customer
Multi-location dental practice
on consolidating the stack

“Inbound calls finally attach to the right deal. We attributed six figures of pipeline last quarter to calls that used to disappear into a generic queue.”

Customer
Mid-market insurance brokerage
on the HubSpot plugin

“Our outbound dialer's connect rate doubled inside two weeks. Lead prioritisation actually works when it runs against your live CRM, not a stale CSV.”

Customer
Staffing agency
on the AI Power Dialer

“Every after-hours call used to be a missed job — about $7k a month down the drain. The AI receptionist closed the gap in week one.”

Customer
Home services company
on the AI receptionist
FAQ

Questions, answered.

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Same product, same support, same compliance on every plan. The AI receptionist is included from day one.

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