IT and Phones for Financial Services
Financial firms operate under strict regulatory scrutiny. We provide compliant phone systems with call recording and IT infrastructure designed for accounting firms, wealth management, and financial services.
Phone Systems for Financial Services
Compliant communications that meet regulatory requirements.
Regulatory Call Recording
Record, archive, and retrieve calls to satisfy SEC, FINRA, and SOX requirements.
Encrypted Communications
End-to-end encrypted voice and messaging to protect client financial data.
Multi-Branch Connectivity
Connect headquarters, satellite offices, and remote advisors on a single phone system.
Compliance Hold Music & Disclosures
Automated call disclosures and recording announcements required by regulators.
Call Analytics & Reporting
Track call volumes, response times, and client engagement across your firm.
CRM Integration
Click-to-dial from client records and log call activity to your CRM automatically.
IT for Financial Compliance
Infrastructure that supports regulatory requirements and business continuity.
SEC/FINRA Compliance Support
IT policies and controls aligned with SEC Rule 17a-4, FINRA 3110, and SOX requirements.
Audit Trail & Logging
Comprehensive access logs and change tracking for compliance documentation.
Disaster Recovery
Automated backups, failover systems, and tested recovery plans for business continuity.
Business Continuity Planning
Redundant systems and documented procedures to keep operations running during outages.
Multi-Factor Authentication
Enforce MFA across all systems to protect client accounts and sensitive data.
Secure Infrastructure
Managed firewalls, endpoint protection, and network segmentation for financial environments.
Regional Accounting Firm — 60 Employees, 3 Offices
A mid-size accounting firm was running separate phone systems and IT vendors at each office. After consolidating with Datapro, they unified communications across all locations while achieving full regulatory compliance for call recording and data retention.
100% Regulatory call recording compliance
35% Reduction in monthly IT costs
Zero Compliance findings at audit
Technology for Your Financial Practice
Tell us about your compliance requirements. We understand financial services workflows.