Financial services still runs on conversations. Most systems only capture part of the risk.
RocketPhone captures customer, adviser, broker and policyholder calls, monitors them in real time, and turns the regulated moments into structured Salesforce data — without forcing teams to work outside the CRM.
SalesforceYour conversations carry the moments that matter.
Consent, vulnerability, complaints, advice, risk, intent, and next steps.
Your teams speak to customers, advisers, brokers, partners and policyholders every day. When those interactions sit in call recordings, disconnected notes, or manual Salesforce updates, the business loses visibility — and the regulator notices before you do.
Vulnerability, dissatisfaction, complaints, confusion and escalation signals.
Consent changes, advice moments, disclosure gaps and missing audit trails.
Unlogged calls, incomplete records, manual admin and poor management visibility.
RocketPhone turns financial conversations into compliant Salesforce action.
RocketPhone captures conversations, monitors them in real time, and turns key moments into structured Salesforce data — managing customer experience, compliance and productivity in one place.
- Real-time monitoring.
- Compliance built in.
- Salesforce-native action.
Capture the moments that matter in regulated conversations.
RocketPhone identifies key signals across sales, service, advice, claims, collections and customer support calls.
Detect when consent is given, removed or updated.
Flag signs of distress, confusion, hardship or support needs.
Spot dissatisfaction before it becomes a formal escalation.
Capture recommendations, explanations and customer decisions.
Identify fraud indicators, uncertainty, contradictions or sensitive disclosures.
Support redaction and safer handling of sensitive data.
Create tasks from what was agreed during the conversation.
Surface renewal interest, churn risk, cross-sell potential and next-best actions.
Monitor every conversation without adding more admin.
Compliance built into the workflow.
Financial services teams need more than call recording. They need evidence, controls, auditability and real-time action. RocketPhone captures activity directly inside Salesforce and makes key moments easier to find, review and act on.
Record, secure and retrieve customer conversations linked to Salesforce activity.
Redact sensitive information and reduce exposure in transcripts and records.
Encryption, access controls and consent detection to support compliant workflows.
Detect vulnerable customer signals and prompt better customer outcomes.
Identify consent changes and trigger the right Salesforce updates.
Protect customer information with privacy notices, redaction and controlled access.
Turn conversations into usable Salesforce data.
RocketPhone does not just log calls. It structures conversation data so teams can act on it.
Log summaries, outcomes, consent moments and key signals against the right Salesforce records.
Create alerts, tasks, QA reviews and escalation paths when regulated moments occur.
Give leaders visibility into risk, customer outcomes, agent activity and follow-up quality.
Feed trusted, governed conversation data into Salesforce automation and future AI agents.
Works where your teams already work.
RocketPhone is designed for financial services teams that use Salesforce as their system of record. It connects telephony, monitoring, compliance, automation and reporting inside the Salesforce workflow.
- •Sales Cloud
- •Service Cloud
- •Experience Cloud
- •Financial Services Cloud
What happens during the call?
Use RocketPhone to detect key moments and turn them into immediate Salesforce action.
“I don’t understand what I’m agreeing to.”
Vulnerability or confusion is flagged for review.
“I no longer give consent.”
Consent change is detected and Salesforce is updated.
“I want to make a complaint.”
Complaint signal is captured and an escalation task is created.
“I’m struggling to make payments.”
Financial difficulty is flagged and the agent is prompted with the right next step.
See the customer signals manual logging misses.
RocketPhone gives leaders a clearer view of customer conversations, regulated moments, service quality and operational risk.
Track the conversations that affect satisfaction, retention and trust.
See consent, vulnerability, complaints, advice moments and review triggers.
Understand call quality, follow-up completion and coaching opportunities.
Spot repeat issues, emerging themes and cases that need attention.
Built for regulated teams that need speed, control and evidence.
Financial services teams cannot afford disconnected tools, missing records, or compliance processes that only happen after the call.
Capture the channel where risk, trust and customer intent actually surface.
Recording, redaction, auditability, consent tracking and vulnerable customer detection.
Turn live conversation data into records, tasks, alerts, dashboards and workflows.
The Insurance Conversation Gap
How leading insurers are closing the gap between regulated phone conversations and Salesforce — without slowing advisers down.
- ✓Where Consumer Duty and vulnerability evidence breaks down today
- ✓What 'good' looks like for capture, redaction and QA at scale
- ✓A practical workflow blueprint your Salesforce team can adopt
Find the conversations your compliance process is missing.
See how RocketPhone captures regulated conversations, identifies key customer signals and turns them into Salesforce action.
- Salesforce-native
- Compliance-ready
- Experience Cloud support
- Go live fast
Get the The Insurance Conversation Gap
How leading insurers are closing the gap between regulated phone conversations and Salesforce — without slowing advisers down.