Financial services · USA

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SOC 2
PCI
FINRA READY
STIR/SHAKEN
7-YR RETENTION

Parity Finance · Compliance Desk

Live · 184 calls today · 0 missed disclosures

STIR · A

Call volume Sentimentlast 6h

184140920

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

Finance teams have two non-negotiables: every call recorded, every action audited. MCM handles both by default.

Compliance that ships by default

Catch missed disclosures before the regulator does.

Call · #41723 · 03:42

Conversation intelligence · scanning

1 missed

Advisor

Hi Maria, thanks for calling Parity Finance, this call is being recorded for quality and compliance.

Recording disclosure

Caller

Sounds good. I wanted to ask about that growth fund.

Advisor

Of course. Past performance doesn’t guarantee future results, but here’s what we’ve seen…

Risk disclosure

Caller

Got it. And what’s the expense ratio on that?

Advisor

It runs 0.45%. Let me pull up the full prospectus.

Cross-sell trigger

Full recording + PCI redaction

7-year retention available. PCI digits scrubbed automatically.

STIR/SHAKEN attestation

A-level on every outbound. Spam-likely flagging drops.

TCPA-compliant dialers

Power and predictive dialers with DNC scrub on dial.

SOC 2 Type II · PCI-DSS aligned

Annual audits. Vendor security packets ready on request.

AI sentiment routing

Upset prospects get senior advisors before churn risk hits.

Conversation intelligence

Compliance phrases detected and flagged across every call.

Outbound that gets answered

Local caller ID, verified. Spam-likely flagging drops.

Full STIR/SHAKEN attestation on every outbound. Your sales team actually reaches prospects instead of getting screened out by carrier risk-scoring.

A-level attestation on 100% of dialer traffic
Local presence dialing with verified caller ID
Carrier-side reputation monitoring + auto-rotation
TCPA dialer with DNC scrub on the way out

STIR/SHAKEN attestation

Full attestation · all numbers

Verified at the carrier with cryptographic signing.

verified

Pickup rate · cold outbound

Generic carrier41%

spam-likely

MCM · Attestation A78%

verified

Attestation typically lifts pickup rates meaningfully.

See dialer

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