SOC 2 Compliant Answering Service
Frontdesk is SOC 2 Type II certified with encrypted call recording and audit logs.
What you lose without Answering Service for Financial Services (SOC 2).
SOC 2 audit prep manual
Call recording retention varies
Audit logs incomplete on most services
Answering Service for Financial Services tuned for SOC 2.
SOC 2 + compliance-grade
SOC 2 get SOC 2 Type II, encrypted call recording, and audit logs. Compliance ready for FINRA, SEC, state regulators.
Client calls handled with discretion
AI tuned for sensitive conversations about money, accounts, and investments. Routes to advisors when needed.
CRM sync (Wealthbox, Redtail, Salesforce)
Native integrations with wealth-management CRMs.
Appointment booking live
Books client review meetings on your live calendar.
Bilingual on every plan
English and Spanish standard.
Flat $109/month
Compare to financial services answering at $300 to $1,000/month.
FAQ
SOC 2 Compliant Answering Service FAQs
Common questions about SOC 2 Compliant Answering Service.
Contact supportFrontdesk for financial services with SOC 2, native Wealthbox/Redtail sync, and AI client handling. Smith.ai and AnswerConnect lead the human-only category.
Deploy your SOC 2 Compliant Answering Service today.
Forward your traffic, train Frontdesk on your business, go live in minutes, no new hardware, no contracts.