Communications archiving and supervision for SEC and FINRA regulated firms
Pre-dial rules check for AI voice agents and automated texting
Stage
Established
Not given
Founded
2020
Not given
Based in
US
US
Pricing model
Paid
Free trial
Pricing
$99/month platform fee + $12/user/month for standard connectors (LinkedIn, email, social media, Slack, Teams, Zoom, etc.) + $40/user/month for text archiving (iMessage, WhatsApp, Android SMS). AI Marketing Review add-on starting at $500/month. No retrieval fees, no export fees, no setup fees, no lon
Not given
Key features
LinkedIn compliance with official API access as LinkedIn Regulatory Compliance Partner
Contextual AI identifies risk in SEC and FINRA regulatory context
Multi-channel capture across email, social media, chat, web, and video
Write-once, non-erasable WORM-compliant storage
AI Marketing Review for SEC Marketing Rule 206(4)-1 compliance
Full audit trail with timestamped decisions and complete review records
Data stored on AWS or pushed to firm's own data lake
SOC 2 Type II certified
Check consent for seller, channel and purpose
National and state do-not-call list verification
Federal and state calling time windows by recipient's local time
State attempt caps enforcement
Hash-chained audit log with external timestamp anchoring
Reassigned number detection
Known-litigator and suppression list checks
State volume cap enforcement
What makes it different
Captures text from personal phones without requiring second phone or new number
Official LinkedIn Compliance Partner with direct API access
Built specifically for SEC and FINRA regulated firms, not adapted from general tools
Encodes TCPA, FCC orders and state telemarketing laws for consistent application
Archive Intel
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