Telecoms and FCA compliant call recording for financial services
Financial services telecoms from Use IT Telecoms give banks, insurers, brokers, financial advisers and accountants the compliant communications a regulated business depends on. We provide FCA compliant call recording with defined retention, PCI DSS secure card payments, complete audit trails and resilient SLA-backed connectivity. Built on 8x8 and Evonex cloud voice, every client conversation stays confidential, recorded and available whether your teams are in the office or working remotely.
FCA compliant call recording
Capture and store client calls securely with retention that supports FCA and MiFID II obligations, so recordings are searchable, tamper-evident and available for review whenever the regulator or a dispute requires them.
Client confidentiality by design
Encrypted cloud voice and role-based access protect sensitive financial data and privileged advice, keeping every client conversation confidential across desk phone, softphone and mobile.
PCI DSS secure card payments
Take card payments over the phone without exposing your agents or systems to cardholder data, using descoping and payment integrations that support PCI DSS compliance.
Complete audit trails
Detailed call logs, timestamps and recording metadata give you a defensible audit trail for every interaction, supporting complaint handling, suitability reviews and regulatory reporting.
Resilient SLA-backed connectivity
Leased lines, FTTP and MPLS with strong service level agreements keep trading desks, advice teams and contact centres online during market hours and month-end reporting.
Regulation-ready platforms
Enterprise 8x8 and Evonex cloud voice give you the recording, reporting and resilience regulated firms need, backed by a UK support team who understand financial services.
Compliant communications for regulated financial firms
Financial services firms operate under close scrutiny. The FCA expects recorded advice, MiFID II requires certain calls to be captured and retained, and clients expect their financial affairs to stay private. Use IT Telecoms designs communication systems that put compliance, confidentiality and resilience first, built on enterprise platforms such as 8x8 and Evonex without enterprise complexity or cost.
Whether you are an independent financial adviser, an insurance broker, an accountancy practice or a growing challenger firm, we help you record the right calls, control who can access them, take payments securely and keep an evidence-ready audit trail. Every solution is backed by service level agreements and an Ofcom registered, Lancashire-based support team who answer the phone when you need them.
- FCA and MiFID II aligned call recording with defined retention
- Encrypted storage and role-based access to recordings
- PCI DSS descoped card payments over the phone
- Searchable audit trails for complaints and suitability reviews
Secure payments and data protection
Taking payments over the phone should never put cardholder data at risk. Our cloud voice platforms integrate with secure payment solutions that keep card details away from your agents and out of your call recordings, helping you meet PCI DSS requirements while still delivering a smooth client experience.
The same principles protect client data more broadly. Encrypted voice, controlled access and clear retention policies help you meet GDPR obligations and demonstrate that sensitive financial information is handled responsibly at every stage.
- Pause and resume or DTMF masking during card capture
- Cardholder data kept out of recordings and agent view
- GDPR-aligned retention and secure deletion controls
- Encrypted connectivity between offices and data centres
Built for hybrid advice teams and contact centres
Advisers, brokers and account handlers rarely stay at one desk. Our cloud voice and cloud contact centre solutions give your team a consistent, professional and fully recorded presence from anywhere, with the same number, call handling and compliance controls whether they are in the office, at a client meeting or working from home.
That flexibility comes with control. Administrators can add users, adjust call flows, monitor live queues and pull compliance reporting in minutes, so your communications scale as your firm grows and your regulatory obligations evolve.
- Recorded softphone apps for laptop and mobile
- Skills-based routing to the right adviser or team
- Live wallboards and reporting for service and compliance
- Failover routing to keep client lines open during disruption
Frequently asked questions
Do you provide FCA compliant call recording?
Yes. Our 8x8 and Evonex cloud voice platforms record calls securely with controlled storage, search and retention that supports FCA and MiFID II obligations. Recordings are encrypted, access is restricted to authorised staff, and retention can be set to meet the periods your permissions require, commonly five to seven years.
How long should financial services firms keep call recordings?
Under MiFID II, relevant calls are generally retained for at least five years, and up to seven years if requested by the FCA. Our platforms let you configure retention to match your regulatory permissions and internal policy, with secure storage and controlled deletion once the period ends.
Can we take card payments over the phone securely?
Yes. We integrate secure payment solutions that use DTMF masking or pause-and-resume so cardholder data never reaches your agents or your call recordings. This descopes much of your environment and supports PCI DSS compliance while keeping the payment experience smooth for clients.
How do you keep client financial data confidential?
Calls are carried over encrypted cloud voice, access to recordings is controlled per user, and data is stored securely with GDPR-aligned retention. Combined with resilient, SLA-backed connectivity, this protects sensitive financial information and privileged advice at every step.
What audit trails do you provide for compliance?
Every call generates detailed logs including timestamps, participants and recording metadata, giving you a defensible audit trail. This supports complaint handling, suitability and best-execution reviews, and regulatory reporting, with recordings that are searchable and tamper-evident.
Can advisers work from home and stay compliant?
Yes. A single number follows each adviser across desk phone, laptop softphone and mobile app, and calls are recorded and handled consistently wherever they work. Compliance controls, retention and reporting apply identically to remote, hybrid and office-based staff.
What happens to our phones if connectivity fails?
We provide SLA-backed leased lines, FTTP and MPLS, and cloud voice can automatically reroute calls to mobiles or another site if a connection is disrupted. This keeps advice lines and contact centres reachable during market hours and busy reporting periods.
How much does financial services telecoms cost and how quickly can we deploy?
Pricing is quoted per project based on user numbers, recording and payment requirements and connectivity, so you only pay for what your firm needs. Cloud voice can typically be deployed in days rather than months, with number porting handled to avoid downtime and a dedicated account manager planning the migration around your compliance deadlines.
Other industries we serve
Compliant communications your clients can trust
Speak to a Lancashire-based specialist about FCA compliant call recording, PCI DSS secure payments and resilient connectivity for your financial services firm. Call 01254 919133 or email info@useit-telecoms.co.uk.