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
How it works

From first ring to audit in three steps

Compliance runs in the background, so your advisors and agents can focus on the client.

01
Record every call
Every client call is captured with tamper-proof timestamps and chain-of-custody records, with 100% call capture for FINRA.
02
Protect sensitive data
Recording pauses automatically when a caller enters card or account numbers by keypad, and sensitive digits are redacted.
03
Monitor and prove
Supervisors get live alerts for missed disclosures, and immutable logs export to CSV or PDF for SOX and FINRA reporting.
Who it's for

Built for every regulated phone desk

Banks, brokerages, insurance and fintech teams get the same compliance coverage, in the office or remote.

Banks
Route high-value clients straight to their dedicated advisor by CRM caller ID, with no hold time and every call on record.
Business phone system →
Brokerages
Capture every broker call for FINRA, flag keywords and alert supervisors when a required disclosure is missed.
Supervisor tools →
Insurance
Keep recordings for 7 years by default, with retention policies you can set per regulation or data class.
Call recording →
Fintech
Flag suspicious call patterns in under 2 seconds with AI voice analytics, before transactions clear.
Interaction analytics →

Run it on the cloud contact center and read how we handle security and compliance.

FAQ

Questions, answered.

Can't find what you need? Our team usually replies in under 4 minutes during business hours.

Still have questions?

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Yes. Our platform is PCI-DSS, SOX, and FINRA-ready, with features like automatic recording pause, immutable audit trails, and encrypted storage.

Absolutely. Our PCI-safe pause feature automatically stops recording when a customer enters card or account numbers via DTMF keypad.

Our AI analyzes call patterns, voice stress, and behavioral signals in real time, flagging suspicious interactions for supervisor review before transactions proceed.

Default retention is 7 years for financial compliance. Custom retention policies and automated deletion can be configured per regulation or data class.

Yes. The platform is fully cloud-based. Remote advisors get the same compliance recording, routing, and alert coverage as in-office staff.

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