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Finance

Contact Center Software for Financial Services

Compliant, recorded, auditable calling for lending, collections, and fintech. MobDial pairs a TCPA-native compliance engine with call recording, consent enforcement, and AI coaching — on one platform for Voice API, SIP Trunking, Contact Center, and AI.

Built for Finance

Map every regulatory pain to a capability

Financial outbound and inbound carry obligations consumer calling does not. Here is how MobDial answers each one.

Auditors demand every call on record

Call recording + retention

Every inbound and outbound call is recorded and retained, so collections, lending, and servicing teams keep a complete, retrievable record for audit and dispute resolution.

One TCPA misstep is a five-figure exposure

TCPA-native compliance engine

DNC scrubbing, calling-window enforcement by the recipient time zone, and PEWC consent checks run before the dial — built into the platform, not bolted on after the fact.

Cardholder data cannot touch the wrong system

Designed to meet PCI-DSS

MobDial is designed to meet SOC 2 Type II and PCI-DSS requirements, so your team can run sensitive payment conversations on infrastructure built with those standards in mind.

Consent and opt-outs get lost across teams

Consent + DNC enforcement

Consent state and do-not-call status are enforced platform-wide. Revocations and opt-outs propagate across campaigns so an agent cannot dial a number the customer asked you to stop calling.

QA reviews never scale to call volume

AI coaching for QA

AI coaching surfaces compliance and quality signals across your call volume, helping QA leads spot issues and document remediation without listening to every recording by hand.

Your system of record lives somewhere else

27 integrations

Sync activity, dispositions, and contact data with your CRM and back-office tools through 27 integrations, keeping one platform for Voice API, SIP Trunking, Contact Center, and AI.

Compliance posture

MobDial is designed to meet SOC 2 Type II and PCI-DSS requirements and is TCPA-native, with recording, retention, and consent enforcement built into the platform.

Designed to meet SOC 2 Type IIDesigned to meet PCI-DSSTCPA-native
Why MobDial

Why finance teams choose MobDial

Compliance built into the dial

DNC scrubbing, calling-window enforcement, and PEWC consent are checked before each call connects — TCPA-native, not a post-call report.

Auditable by design

Call recording and retention plus enforced consent and DNC state give you a defensible, retrievable trail for examiners and disputes.

One platform, fewer vendors

Voice API, SIP Trunking, Contact Center, and AI in one place, with 8 dialing modes and 27 integrations to fit your existing stack.

FAQ

Finance compliance questions

Does MobDial record and retain calls for compliance?

Yes. MobDial records and retains inbound and outbound calls, so financial services teams keep a complete, retrievable record for audit, examination, and dispute resolution.

Is MobDial TCPA compliant for financial outbound?

MobDial is TCPA-native. DNC scrubbing, calling-window enforcement by the recipient time zone, and PEWC consent checks run before each dial, helping financial outbound teams stay within TCPA requirements.

Does MobDial support PCI-DSS-aligned handling?

MobDial is designed to meet PCI-DSS and SOC 2 Type II requirements, so financial services teams can run sensitive payment conversations on infrastructure built with those standards in mind.

Can MobDial enforce consent and DNC?

Yes. Consent state and do-not-call status are enforced platform-wide, and revocations and opt-outs propagate across campaigns so agents cannot dial a number the customer asked you to stop calling.

Does MobDial provide audit trails?

Yes. Call recording and retention, plus enforced consent and DNC state, give financial services teams a defensible, auditable trail for examiners, regulators, and dispute resolution.

Run compliant financial calling on MobDial

Start with 1,000 free voice minutes per month, or talk to our team about a compliance review for your lending, collections, or fintech operation.