Microsoft Teams Communications for Insurance & Financial Services 

Consumer Duty requires firms to demonstrate they are consistently delivering good outcomes for customers across every interaction — not just the ones that get sampled. C360's compliant call recording captures every interaction automatically, while Insights360 analyses 100% of recorded calls for conduct risk, vulnerable customer indicators and quality — giving firms genuine, evidenceable compliance across their entire operation rather than a statistical sample.

Insights360 uses AI-powered sentiment analysis and language detection to identify calls where a customer may be showing signs of vulnerability — flagging them automatically for review rather than relying on agents to identify and report these situations manually. This gives compliance teams visibility across every interaction rather than only the calls that get escalated.

Yes. Insights360 monitors sales calls automatically for script deviation, missed disclosures, pressure selling language and other conduct risk indicators — flagging issues for review before they become complaints or FCA enforcement action. This gives sales managers and compliance teams genuine visibility into what's actually happening on sales calls across the entire team.

Yes. C360 supports MiFID II requirements for the recording and retention of relevant communications, with configurable retention policies supporting the five-year minimum retention requirement. Recordings are stored securely with full encryption, instant retrieval capability and a complete audit trail.

C360 supports the ability to pause call recording during payment card data capture — ensuring sensitive payment information is never stored in recordings. Combined with encrypted storage and role-based access controls, C360 gives organisations a compliant framework for handling payment interactions.

Instantly. C360's search and retrieval capability allows compliance teams to locate specific recordings by date, time, agent, caller number or interaction type in seconds. Dual channel playback gives a clear, separate view of both sides of the conversation, making evidence preparation significantly faster and more straightforward.

Yes. C360 scales to meet the needs of organisations of all sizes — from smaller financial advisory firms to large insurance contact centres handling high volumes of daily interactions. The platform is built to handle regulated volume without adding operational complexity.

C360 Caller Intelligence can be connected to the CRM or policy management system you already use — surfacing client data automatically on every screen pop. We handle the integration work during onboarding so your team gets the full picture without switching applications. For specialist or unusual systems, speak to our team about building a bespoke integration through the ROGER365.io PowerFrame.

C360 gives your compliance team instant access to all recorded interactions with a full audit trail of every access and action. Recordings can be retrieved, reviewed and exported quickly — significantly reducing the time and operational burden of responding to regulatory information requests.

C360 works across multiple sites, regions and remote working environments — capturing every call regardless of where your team is based. All recordings and reporting data feed into the same unified C360 platform, giving compliance and operations teams a consistent view across the entire organisation.