Every Client Call, Compliant, Transcribed,
and Working for You.
Wealth managers, lenders, and fintech support teams drown in mandatory call documentation. Perceive8 records and transcribes with compliance built in — PCI/PII redaction, audit trails, and advisor summaries that write themselves before the client hangs up.
Advisors Spend 40% of Their Day on Documentation Instead of Clients.
Without Perceive8
Every client conversation triggers a paperwork trail: suitability notes, dispute logs, disclosure confirmations — all typed manually, all after hours.
- ✗ 2+ hours daily on post-call documentation
- ✗ Suitability notes reconstructed from memory
- ✗ Compliance reviews that take days, not minutes
- ✗ Missed disclosures creating audit exposure
- ✗ Card numbers and PII sitting raw in recordings
With Perceive8
Calls are transcribed, redacted, summarized, and filed automatically — with a complete audit trail your compliance team will actually love.
- ✓ Advisor summaries generated before hang-up
- ✓ PCI/PII redaction applied automatically
- ✓ Disclosures detected and logged in real time
- ✓ Every access and edit on an immutable audit trail
- ✓ Compliance searches any conversation in seconds
Compliance-First, Client-Second, Paperwork-Never
Everything a regulated conversation needs — capture, redaction, documentation, and audit — without slowing the client conversation down.
Compliant Call Capture
Record advisory, lending, and support calls with consent workflows and immutable storage built in.
PCI & PII Redaction
Card numbers, account details, and identifiers are detected and redacted in transcript and audio automatically.
Advisor Summaries
Client-ready call summaries with recommendations, action items, and next steps — generated in under a minute.
Suitability Logging
Investment recommendations captured with rationale, risk band, and client acknowledgment — audit-ready.
Disclosure Detection
Verifies required disclosures were stated on every call. Flags missing ones to compliance instantly.
Dispute Documentation
Chargeback and dispute conversations logged with timestamps, evidence, and resolution tracking.
Compliance Search
"Find every call where crypto was discussed last quarter" — answered in seconds, with citations.
Client Intelligence
Sentiment, life events, and opportunity signals across every client conversation — surfaced to advisors automatically.
Aria — AI Compliance Copilot
Aria cross-references calls against your policies and flags exceptions before your next audit does.
Meet Aria — Your AI Compliance Copilot
Aria listens to every client conversation, writes the documentation, redacts the sensitive data, and flags what needs a human — before your audit team asks.
Discussion: Bond ladder reallocation post rate-cut. Client asked about moving into dividend fund.
Recommendation: Shift ~20% of ladder; stays within agreed risk band. Suitability notes drafted for signature.
Service Issue: Duplicate hotel charge (Mar) — dispute filed, provisional credit in 10 business days.
Next Steps: Send suitability docs (today), follow up on dispute (Apr 2), annual review (Jun).
Filed to CRM. Disclosure confirmations complete. PII redactions: 2 applied.
✅ 46 calls compliant — all required disclosures logged with timestamps.
⚠️ 1 exception: Call #2231 (11:42, Advisor Chen) — fee-structure disclosure not detected before the transfer recommendation.
Policy: DISC-07 requires disclosure prior to any fund movement.
Recommended action: review within 24h; remediation template drafted. Notified compliance channel.
23 calls across 9 advisors matched.
Breakdown:
• 14 — client-initiated questions (informational)
• 7 — advisory discussions with suitability notes ✅
• 2 — flagged: crypto discussed without risk-disclosure (policy CRYPTO-02)
Export ready for your examiner. Full transcript links with jump-to-timestamp included.
Get Started in 4 Simple Steps
Record With Consent
Capture calls from your phone system, Zoom, or meeting rooms — consent prompts handled automatically.
AI Documents Everything
Transcription, redaction, summary, and disclosure logging happen during the call, not after.
Review & File
Advisors review and sign summaries in under a minute. Exceptions route to compliance automatically.
Audit-Ready Always
Every conversation is searchable, timestamped, and exportable — your next exam takes hours, not weeks.
Built for Teams Like Yours
Case studies from early-access customers will be published here as they go live.
Managing Director
Head of Support
Financial Advisor
Compliance-First Architecture
Built for regulated data from day one: encrypted, redacted, access-controlled, and auditable — with residency options for global firms.
End-to-End Encryption
All audio is encrypted in transit and at rest with AES-256 keys managed in our KMS.
Data Retention Controls
You control how long data is kept. Auto-delete after analysis or retain for 7, 30, or 90 days.
Access Controls
Role-based access, SSO, and audit logs. Only authorized personnel can access recordings and results.
Designed for GDPR & CCPA
EU and US data-residency options, DPA on request, and data-subject request tooling built in.
Audit Trail
Complete audit log of every access, analysis, and export to support your own compliance program.
SOC 2 Type II (in progress)
Our audit is underway. HIPAA-eligible workloads available under a signed Business Associate Agreement.
Frequently Asked Questions
Is this suitable for SEC/FINRA-regulated advisors?
Yes. Immutable records, suitability documentation, disclosure logging, and complete audit trails are built for regulated advisory workflows. Configure to your firm's policies.
How does PCI redaction work?
Card numbers, CVVs, and account identifiers are detected in audio and transcript in real time and replaced with [REDACTED] markers. The raw sensitive data never persists.
Can we set our own retention policies?
Yes. Per-conversation-type retention — auto-delete after analysis or retain 7/30/90 days/custom — with legal hold support.
Does it work with our phone system?
We integrate with major VoIP platforms, Zoom/Meet, and support direct audio upload. On-prem and private-cloud deployment is available for Enterprise.
Can compliance search across all conversations?
Yes — natural-language and filtered search across every transcript with timestamps, speaker labels, and export for examiners.
Cheaper Than One Compliance Finding.
Per-seat pricing that scales from a practice to a firm. Enterprise controls when regulators demand them.
Practice
- 10 calls/month
- Auto summaries
- Basic redaction
- Self-serve search
Firm
- Unlimited calls
- PCI/PII redaction
- Disclosure detection
- Suitability logging
- Compliance search
- Audit trail & exports
- CRM integration
Enterprise
- On-prem / private cloud
- Custom retention & legal hold
- SSO & SCIM
- Policy engine (custom rules)
- Examiner export packs
- Dedicated compliance support
Your next audit starts with a search box, not a warehouse.
See how Perceive8 turns regulated client conversations into compliant documentation — live, with your own policies.