The #1 Phone System for Financial Services companies that use Salesforce

RocketPhone is the phone system that automates compliance and supports more Salesforce features than any other

Compliance out the box (MIFID, GDPR, PCI and much more)

Broadest possible support for your Salesforce investment

Double your productivity with the same team

Go live in 2 days (yes, you read that right!)

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We’ve worked with these incredible companies to implement a compliant and secure phone system that integrates seamlessly with Salesforce CRM.

Financial Services organisations face two unique challenges – delivering the best customer experience, while staying compliant with critical industry regulations.

By monitoring 100% of conversations, RocketPhone empowers companies to excel at both.


All calls recorded and securely stored for at least 5 years

Call recordings are locked and un-editable

Access to call recordings controlled by you

Call recordings logged to contact records and all other related activities

Transcripts and AI bookmarks mean faster and easier retrieval of key conversation recordings

The Financial Services (Distance Marketing) Regulations 2004:

Use AI bookmarks to detect when key details have been passed to customers and alert the agent when this hasn’t happened

PCI DSS Compliance

RocketPhone uses Azure as a hosting provider. Azure holds many certifications such as ISO 27001, SOC2, PCI DSS, FedRAMP, and provides for a safe and secure environment.

Automatic transcript redaction for sensitive information

Strictly enforced login authentication with oAuth and 2 factor security


Protecting customer data is our main priority as well as complying with the obligations set forth by GDPR. Hosted on Azure, we follow industry-leading security practices, keeping your data protected at all times with TLS 1.2 and AES 256 encryption methods to secure your data both in transit and at rest.

Use AI bookmarks to detect when recording and communication consent is removed, given or changed. RocketPhone updates the CRM immediately

FCA's Vulnerable Customer & Consumer Duty

Build AI Bookmarks that detect potential signs of vulnerability during phone conversations to alert the agent in real-time

Enforce compliant behaviours with recommended Next Best Actions

Always provide accurate and timely answers with real-time call assist connected to your knowledge base

Telephone Consumer Protection Act (TCPA)

Use AI bookmarks to detect when recording and communication consent is removed, given or changed. RocketPhone updates the CRM immediately

Set up your dialer to play recorded messages seeking consent from customer to continue automated calls

Telemarketing Sales Rule (TSR)

Use AI bookmarks to detect when key details have been passed to customers and alert the agent when this hasn’t happened.

Gramm-Leach-Bliley Act (GLBA)

Set up your dialer to play recorded privacy notices for all outbound and inbound customer calls

RocketPhone will automatically redact all personal identifiable information in call transcripts

Professor Michael Wooldrige
RocketPhone Chief Science Officer and Head of Computer Science at Oxford University.

We've poured decades of AI thought leadership into so that you can detect opportunities and threats in realtime.

I spent 11 years at salesforce, exited 2 CRM startups and came to the conclusion that the market for smart telephony was wide open. I created Rocketphone to be born AI, born Realtime with an inherent focus on enterprise integration

Muj Choudhury
RocketPhone CEO and former Salesforce Director

You could be losing up to 112 hours
per month, per agent

How sales rep spend their time during an average week

Imagine the revenue gains if your agents were no longer bogged down with tedious manual and administrative tasks....

Give your agents a 100% productivity boost with AI automation and real-time call assist

Telephony for regulated industries can get very messy consolidates your tech stack so your reps can focus on one clean workspace.

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CRM Admin is slowing your reps down

Manually logging calls, writing up call notes and actioning next steps is a very time consuming process. In fact, less than 30% of an agents day is spent actually selling! RocketPhone’s real-time AI automation and call assistance removes all CRM admin.

Costs you revenue in wasted agent time

You don’t get the most of your Salesforce investment

The ONLY phone system that supports Experience Cloud

RocketPhone is the only Salesforce integrated phone system to support OAuth for Experience Cloud Users. No need to purchase expensive additional Sales Cloud licenses for your partners and brokers. Enjoy a truly connected telephony platform across your whole landscape

Optimise your Salesforce licence spend

Monitor broker conversations in real-time

Telephony, Monitoring, Compliance, Automation,
all in one beautiful application

We get it, integrating a brand new system can be a daunting prospect. That’s why we take care of everything, all we need from you is a few details and we’ll do the rest.

Boost your sales team for free in 3 simple steps!

Book a Demo

Login with Salesforce

Login to RocketPhone with your Salesforce details.

Simple as that.

Find a contact

Search for a contact to call from within RocketPhone or Salesforce.

Click dial and you’re on your way!

Start calling

Experience real-time transcription, AI conversation bookmarks and automation in RocketPhone’s intuitive call centre.

Enjoy a stream of real-time, actionable data

Every call you make is immediately logged to Salesforce with the recording, transcript and any in-call actions. View real-time data populate your dashboards and BI tools.

Used by regulated companies worldwide

RocketPhone’s all-in-one business phone system with smart automation lets your teams focus on delighting customers, not on admin.

"What you're buying is the opportunity to extend your business processes. You're buying yourself access to data that you don't currently have"

Sam Wilson
‍Digital Solutions & Technology Director at Bruntwood

"In the past we were having to go through...lengthy call recordings to ensure that a sale was compliant"

Stephen Henry
‍‍COO of SwitchMyBusiness

How many more agent hours can you afford to waste?

Your competitors are already embracing AI, get one step ahead with the #1 phone system for Salesforce. Turn your agents into revenue generating rocketeers!

Licences for free, for life

Book an onboarding call with our team

We’ll take care of the whole setup and integration

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Get our White-paper on how voice AI can help Insurance Brokers

We’ve compiled this white paper to summarise how our smart phone and voice AI platform, can transform voice communication for insurance brokers and intermediaries.

Get the White-paper