CRM built for financial services.
SOC2 compliant outreach.
Complete CRM platform for financial services. SOC2 compliant, secure outreach, call management, and compliance tracking. Meet regulatory requirements.
Secure growth without compliance gaps
Controls, telephony, and CRM aligned for regulated teams.
Security & Compliance
SOC2 compliant platform with role-based access control and data protection.
Call Management
Complete call management with IVR, queues, and call routing.
Compliance Reporting
Complete call recordings and activity logs for compliance reporting.
Client Management
Complete client records with unlimited custom fields and secure access.
Secure Outreach
Secure call management and data protection for sensitive financial data.
Compliance Tracking
Complete call recordings and activity logs for compliance requirements.
Where financial services teams win
Wealth, banking, insurance, and fintech GTM teams need provable controls.
SOC2 Compliant
Secure platform with SOC2 compliance. Meet regulatory requirements.
Secure Outreach
Secure call management and data protection for sensitive financial data.
Compliance Tracking
Complete call recordings and activity logs for compliance requirements.
Scale Operations
Unlimited pipelines and users. Scale your financial services team.
Trust and throughput together
Meet oversight requirements while scaling outreach.
Enterprise-grade security
- SOC 2 practices and continuous monitoring.
- Granular access for distributed teams.
Recorded, traceable conversations
- IVR and queues with compliant recording options.
- Dispositions tied to client records.
Reporting auditors expect
- Dashboards for activity volumes and outcomes.
- Export trails for internal reviews.
Client intelligence, controlled
- Householding and custom fields for portfolios.
- Permissions by desk or jurisdiction.
Regulators expect proof, not promises
Ad hoc spreadsheets and consumer-grade tools create audit risk. Adoptiv combines secure CRM, telephony, and logging so compliance and revenue teams share one accountable system.
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Protect every conversation
Encrypt sensitive workflows and enforce least-privilege access automatically.
Explore securityReport without manual stitching
Analytics connect calls, tasks, and outcomes for leadership reviews.
Explore analyticsDeploy compliant GTM in three steps
Lock down access, instrument outreach, review continuously.
Define roles & data policies
Map teams to RBAC templates and sensitive field rules.
Launch controlled telephony
Enable queues, recordings, and disclosures per jurisdiction.
Monitor adherence
Dashboards highlight anomalies for compliance partners.
Everything you need to know about Adoptiv
Quick answers to what sales teams ask most before getting started with Adoptiv.
Role-based access, detailed activity logs, and call recordings give compliance teams evidence for reviews and audits.
Adoptiv follows enterprise security practices and provides documentation for security reviews—validate against your policy.
Field-level RBAC ensures only licensed reps see certain notes, balances, or identifiers.
Telephony events and dispositions sync to CRM timelines alongside recordings when enabled.
Use Adoptiv as the operational system of record and export or integrate with your archive vendor as required.
Unlimited pipelines and users support wealth, lending, and insurance teams across regions with consistent controls.
Ready to scale your financial services team?
Secure CRM, telephony, and analytics in Adoptiv. Start free—no credit card required.
