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 Falkenstein, and a write-up of every call that leaves a record instead of a liability.

01 / EU-hosted infrastructure

Built and hosted in Europe

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

02 / Audit trail

A record of every call

Each call is transcribed and written up into a summary, decisions, and action items, every item 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

See mis-selling risk early

Every call is written up with what was actually said about the product and its disclosures, so you can review which advisors explain products correctly and which are creating risk, before it reaches a customer or a regulator.

04 / Follow-up

The write-up, done automatically

Advisors get a clean summary, the decisions made, and the action items after every call. Managers see what happened across the team at a glance. No manual review of recordings required.

See it on a real call

Numi joining a call, transcribing it, and writing up the summary, decisions, and action items in the product.

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

Why teams trust Numi

Built and hosted in the EU: your audio, transcription, and storage stay on European infrastructure, and every summary, decision, and action item is backed by the transcript.

EU hosting

Hosted in Falkenstein

Recordings, transcripts, and your database run on servers in Germany (Hetzner Falkenstein). 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

Grounded in the transcript

Every summary, decision, and action item links to a specific quote in the transcript, so the record is evidence, not opinion, and you keep a record of each call.

Where your call data lives

Recordings, transcripts, and your database are hosted in Germany (Hetzner Falkenstein). Audio is transcribed on Numi's own self-hosted models, not sent to a third-party transcription vendor.

Audio is transcribed on self-hosted models in Europe, not sent to a third-party transcription vendor.

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.

Start for free → See all features