Question 1

What does Edesy provide for Financial Services call recording?

Accepted Answer

For Financial Services teams Edesy provides: Per-number recording, Recording API, Encrypted storage, Call event timeline. Check what your regulator requires with your compliance team; Edesy does not certify compliance.

Question 2

What are common Financial Services recording use cases?

Accepted Answer

Common use cases in Financial Services include: Advisory calls, Client onboarding, Service calls, Portfolio reviews.

Question 3

Does Edesy make my call recording SEBI, RBI or IRDAI compliant?

Accepted Answer

No product can make you compliant by itself, and Edesy does not certify compliance. Edesy gives you the recording tools: per-number recording, recording via API, encrypted storage, signed links, call logs, KYC, a DNC list and calling hours. Check what your regulator requires with your compliance team.

Question 4

How long are recordings kept?

Accepted Answer

Retention needs are discussed with sales. Tell us how long you need recordings kept and in what form, and we will confirm what we can offer. You can also download recordings through the API and keep your own archive.

Question 5

How do I turn on call recording?

Accepted Answer

Switch on recording for a number in the Edesy console, record the whole call from an IVR flow's Config step, or start recording a live call with POST /v1/calls/:sid/recordings/start. Recordings then appear in the call logs and through /v1/recordings.

Call Recording for Financial Services

Recording Features for Financial Services

Common Use Cases

Other Industries

FAQ

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