Financial services and insurance sales challenges

Regulated selling has problems that generic US call-recording tools make worse, not better.

How Numi fits financial services and insurance

Built in Europe for regulated teams. Self-hosted transcription, data hosted in Frankfurt, and coaching that leaves a record instead of a liability.

01 / Sovereign infrastructure

Built and hosted in Europe

Recordings, transcripts, and your database run on servers in Germany (Hetzner Frankfurt). Audio is transcribed on EU infrastructure with self-hosted Whisper large-v3-turbo, never sent to a third-party transcription vendor or to US servers.

02 / Audit trail

A record of every call

Each call is transcribed and every score is anchored to a specific quote, so you keep a transcript-grounded record of what was actually said. Evidence on hand when a disclosure or a claim is questioned later.

03 / Risk

Catch mis-selling early

Calls are scored on product accuracy and disclosure completeness. See which advisors explain products correctly and which are creating risk, before it reaches a customer or a regulator.

04 / Coaching

Automated coaching reports

Advisors get specific feedback after every call. Managers see team trends at a glance. No manual review of recordings required.

See it on a real call

Numi recording, transcribing and scoring a sales call in the product.

Every call scored and evidenced, with a transcript-anchored record of exactly what was said on each one.

Why teams trust Numi

Sovereign by design: EU data, self-hosted audio, and every score backed by the transcript.

EU hosting

Hosted in Frankfurt

Recordings, transcripts, and your database run on servers in Germany (Hetzner Frankfurt). DPA and subprocessor list available.

Self-hosted

Transcription stays in-house

Audio is transcribed on EU infrastructure with self-hosted Whisper, never sent to a third-party transcription vendor or to US servers. No training on your data.

Evidence

Citation-grounded scores

Every score links to a specific quote in the transcript, so coaching is evidence, not opinion, and you keep a record of each call.

Related solutions

Explore how Numi fits other team structures and industries.

Talk to us about your compliance requirements.

We work with regulated sales teams to confirm fit before you commit. No pressure, no pipeline.

Request early access → See all features