Trust, built into every interaction.
Contact center software for banks, credit unions, broker-dealers, and fintech. Compliance-first, fraud-aware, and built to earn customer trust on every call.
Every call is a compliance event.
Financial services contact centers carry weight most industries don't. Every conversation is a potential audit artifact, a fraud-prevention checkpoint, a regulatory disclosure moment, and a trust-building opportunity. SingleComm was built for this — cloud-native infrastructure with omnichannel routing, drag-and-drop Workflow, real-time analytics, and the compliance posture your regulators expect from day one.
Everything a modern financial contact center needs. Built in.
PCI, SOC 2, and audit-ready
Every call, SMS, and email flows through encrypted channels with full audit logging. Automatic redaction of PAN, SSN, and routing numbers from transcripts and recordings. Regulators get the evidence; agents never see the raw data.
- PCI-DSS Level 1 compliant
- SOC 2 Type II · audited annually
- Field-level redaction in recordings
Sensitive data out of agent scope
Collect payments, open accounts, and confirm identity on the same call without ever exposing agents to card or account numbers. DTMF masking and tokenized flows keep scope tight and liability low.
- DTMF masking on voice
- Tokenized payment capture
- Secure identity verification patterns
Voice biometrics and ANI validation
Pre-call ANI match, knowledge-based auth, optional voiceprint — all hooked into the routing layer so suspicious calls route to fraud specialists and verified calls skip the auth prompts customers hate.
- Pre-call authentication skip for verified callers
- Auto-escalation on high-risk signals
- Integration with leading fraud platforms
Regulated scripts, versioned and enforced
Every disclosure is scripted, versioned, and logged. Script changes ship after legal review — the platform refuses to serve an expired version. Auditable from launch to retirement.
- Versioned script deployments
- Legal-review gate in the publish flow
- Per-interaction disclosure log
Campaigns that don't violate consent
TCPA-compliant dialing with consent tracking, call-time restrictions, DNC scrubbing, and per-campaign reporting. Predictive, progressive, or preview modes — same platform, same agent desktop.
- DNC and consent scrubbing before each campaign
- Pacing algorithms tuned to abandonment caps
- Per-campaign reporting and QA
Reports that survive an audit
Real-time dashboards tied to the raw event stream. Export to Snowflake, your data warehouse, or your GRC tool. No black-box rollups — every number is traceable back to the interaction that produced it.
- Raw event export to your warehouse
- Drill-down from KPI to interaction
- Configurable retention per policy
Financial services workflows SingleComm supports
Account servicing
Balance questions, account updates, customer verification, and service requests.
Payments and collections
Secure payment capture, payment reminders, payoff questions, and billing support.
Fraud and risk routing
Suspicious calls routed to fraud specialists based on ANI, authentication, or risk signals.
Card and transaction disputes
Route dispute questions to trained agents with full customer context.
Loan and mortgage servicing
Support payment questions, document follow-up, escrow questions, and account updates.
Wealth and brokerage support
Route regulated conversations to licensed or specialized representatives when needed.
Financial contact centers don't get to choose between customer experience and compliance. The regulators will win that fight every time. Replacing your stack one vendor at a time widens the seams where audit trails break and consent gets lost. Running voice, SMS, email, payment capture, and identity on one platform closes those seams — and makes the experience the customer actually wants a natural byproduct of the platform doing its job.
How financial services teams use SingleComm.
Guides & deep dives.
Identity verification in the contact center — layering checks without losing the customer
ANI, knowledge-based auth, biometrics, and one-time passcodes each fail differently. How to layer them, match friction to risk, skip prompts for verified callers, and keep the audit evidence regulators ask for.
Read →Industries · GuideFraud-aware routing — using authentication signals to decide where a call goes
ANI validation, knowledge-based auth, and voice biometrics aren't just security checks — they're routing signals. How to fast-path verified callers and send suspicious ones straight to fraud specialists.
Read →Industries · GuideThe year-end giving campaign playbook — planning the December surge without burning out your team
Compliant appeal outreach, SMS-first touchpoints, volunteer staffing with one-day onboarding, secure donation processing at volume, and the post-campaign follow-up that turns December givers into January donors.
Read →