When Compliance Can’t Live in One System

Outreach Spread Across Hundreds of Representatives

Much of financial services outreach doesn’t come from one call center on one dialer. It happens across hundreds of semi-independent branches, agents and advisors, each with their own tools.

When a branch or independent advisor makes a non-compliant call, TCPA exposure rolls up to the corporate parent.

• A national bank distributes outbound calling across a large branch network with no single dialer or CRM to build compliance into.
• A major insurer sells through advisors it doesn’t directly employ, many of whom work from spreadsheets. Back-end automation isn’t possible, but liability for their calls can still land on the parent.

DNCQuickCheck, Wherever Outreach Happens

Most DNCSolution deployments automate scrubbing inside a CRM or dialer. DNCQuickCheck solves the opposite problem by putting callable-status checks directly in the hands of every distributed user.

• Self-service checks. Branches and advisors log in and check one or more numbers against the organization’s Do Not Contact lists before dialing.
• Real-time, multi-factor answers. Each lookup checks DNC flags, time-of-day rules, state holidays and states of emergency, and returns a clear callable or not-callable result.
• Connect anywhere. Built-in single sign-on lets any external application connect without a heavy integration.
• Room to grow. The same platform extends to Reassigned Numbers Database and Litigator List screening.