The conversation,
kept properly.
Advice happens in conversation, and the record of it usually does not. Auricall records and transcribes client calls, keeps them attached to the client and searchable by phrase, and puts retention in your hands as an account setting rather than a vendor default you have to work around.
What usually goes wrong
- What was discussed on a review call is reconstructed from memory afterwards
- Recordings, where they exist, cannot be searched
- Client history is split across a phone system, an inbox and a CRM
- Retention rules are set by whoever supplied the handsets
How financial advisers use Auricall
Not a feature list — the four things that actually change day to day.
Recorded and readable
Calls become transcripts you can search, not audio files you have to sit through.
Retention as a setting
Decide what is recorded, what is kept and for how long, per number and per account.
One client timeline
Calls, chats, voicemail and notes on a single relationship record.
Commitments tracked
Anything promised on a call becomes an open item rather than an intention.
A client asks in October what was agreed at their spring review. The transcript is searchable by phrase, and the answer takes a minute rather than an afternoon.
One account, every conversation.
Whatever the sector, the shape is the same: calls, website chat and internal messaging writing to one contact record, with an AI layer that has read all of it.
- UK numbers and free porting
- Browser, mobile and SIP desk phone calling
- IVR menus and time-of-day routing
- Voicemail transcribed to a shared inbox
- Website chat widget on one script tag
- Contacts, companies and timelines
- Tasks and tracked commitments
- Call and chat reporting with scheduled exports
For financial advisers
Yes. Recording is configured per number, and numbers can be set never to record at all.
For as long as your retention settings say. Retention is yours to configure rather than a fixed platform policy.
Contacts, call history and conversation records can be exported on request.
Recordings and attachments are held on S3-compatible object storage under your retention policy. The security page covers this in detail.
Other sectors
The problems rhyme more than you would expect.
Bring every conversation into one platform
Voice, live chat, team messaging and an AI that remembers all of it. Set up in minutes — no hardware, no contracts.
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