Every client conversation is a compliance event.
VOXTiX builds cloud communications for registered investment advisors, insurance agencies, accounting firms, and mortgage companies. Full call recording, searchable archive, and CRM integrations — because "we don't have a record of that call" is not an answer your compliance officer wants to hear.
Where compliance risk lives in your phone system
Missing or incomplete call records
FINRA and SEC audits require evidence of all client communications. If your advisors are taking calls on personal phones, mobile apps, or systems without recording, you have a gap — and you may not know it until an exam.
Remote advisors on unmonitored lines
The shift to remote and hybrid work created a new compliance blind spot. Advisors working from home are often off your monitored infrastructure — using consumer VOIP or personal cell plans that have no audit trail.
No integration between calls and client records
When a call isn't automatically logged against a client record, it requires manual entry — or it doesn't happen. Incomplete CRM activity creates both compliance gaps and advisor inefficiency that compounds over time.
Complete call visibility, wherever your advisors are working.
VOXTiX wraps your entire team — in-office, remote, and mobile — in a single compliant communication environment. Every call is captured. Every voicemail is archived. And your CRM stays updated automatically.
100% call recording with searchable archive
All inbound and outbound calls recorded automatically, stored with configurable retention periods (7-year default for FINRA compliance), and searchable by advisor, client, date range, or keyword.
Mobile app that stays on the record
Our iOS and Android apps route all calls through your monitored infrastructure — even when advisors work remotely or from a mobile device. Every call logged. No personal phone workaround needed.
CRM auto-logging for every interaction
Inbound and outbound calls logged directly to Salesforce, Redtail, Wealthbox, or your CRM of choice — with duration, recording link, and caller detail. Zero manual entry required.
Branch coordination across locations
Offices in multiple cities behave as one firm on the phone. Internal extensions, shared call queues, and centralized admin — no separate carriers, no coordination overhead.
Financial services communication features
- Full inbound & outbound call recording
- Configurable retention (7-year FINRA default)
- Searchable call archive by advisor, date, or keyword
- Mobile app on monitored infrastructure
- Salesforce, Redtail & Wealthbox CRM auto-logging
- Branch coordination — internal calls free & instant
- Microsoft Teams Direct Routing
- Role-based recording access controls
- Compliance report exports
- Encrypted voicemail storage
- Multi-state DID management
- 99.99% uptime SLA
CRM integrations:
Financial firms we work with
Close your compliance gaps before your next audit.
Talk to a VOXTiX engineer about compliant call recording, archive configuration, and migrating your team onto a single monitored platform.
Request a discovery call