Every call may need to be evidenced
For FCA-regulated firms, telephone conversations aren't just customer service — they're potentially evidencable advice, instructions and disclosures. The system has to reflect that: reliable call recording with secure, retained storage; retrieval that finds the right call quickly when a complaint or file review demands it; and consistent behaviour across office, home-working and mobile so the compliance posture doesn't depend on where the adviser sat. Around that core sits the client experience: direct-dials with sensible fallback, review-meeting bookings handled efficiently, out-of-hours enquiry capture (mortgage applicants ring evenings), and mortgage-market urgency — rate-deadline days generate call surges the queue must absorb.
The complete stack for adviser firms
| Service | What it does for you |
|---|---|
| Business broadband | Secure, resilient connectivity for back-office platforms, sourcing systems and client portals. |
| Phone systems | Compliant recording with secure retention and fast retrieval, consistent across office, home and mobile — the phone as part of the compliance stack. |
| AI receptionist | Evening and weekend enquiry capture — the hours mortgage and protection clients actually call — booked or summarised to the right adviser. |
| Business WiFi | Fast coverage everywhere it's needed, with guest, staff and payment networks kept safely separate. |
| CCTV | HD coverage of the places that matter, viewable from your phone, professionally installed. |
| Business mobiles | SIMs on every major network, shared data, one clear bill for the whole team. |
Quick check: see what switching could save with our 30-second savings calculator — no email needed to see the number.
Frequently asked questions
Does call recording meet FCA expectations?
Recording runs per user or firm-wide with secure storage and configurable retention, and applies consistently across desk phones, apps and mobiles — we'll configure it around your compliance policies.
Can recordings be found quickly for a file review?
Yes — search by number, user, date and time pulls the call in moments, which is exactly what you need mid-complaint rather than a support ticket.
Can advisers work from home identically?
Yes — the app is the office phone: same number, same recording, same behaviour, so compliance and client experience don't vary by location.
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