Customizable Rules & Scorecards
Define and deploy intelligent evaluation criteria that perfectly align with your organization's unique requirements, compliance standards, and sales objectives.
- Create organization-specific rules that capture your unique compliance requirements and sales best practices
- Collaborate in the evaluation process to refine and validate rules before deployment
- Harness state-of-the-art language models that understand context and intent—no rigid scripts or complex rule-writing required
Agent: James Wilson
Compliance Check
Identity Verified
Missing Disclosure
Incorrect Coverage Explanation
Sales Analysis
Value Proposition
Missed Discount
Missed Closing Language
Overall Score
64%
Genfin AI
Call Centers
Genesys
Five9
Twilio
Aircall
RingCentral
8x8
AWS Connect
+ More Platforms
CRM
Salesforce
HubSpot
Microsoft Dynamics
Zendesk
+ More Platforms
Data Warehouses
Snowflake
BigQuery
Databricks
Redshift
+ More Platforms
Seamless Integration
Connect Genfin to your existing tools and workflows with our enterprise-grade integration platform.
- Native integrations with major call center platforms
- CRM sync for Salesforce, HubSpot, and more
- Custom dashboards in Tableau, PowerBI, or Looker
Pre-Configured Checks
Coming SoonOut-of-the-box monitoring for both regulatory compliance and sales effectiveness. No setup required—our pre-configured checks cover common regulations and sales best practices, automatically staying current as rules and strategies evolve.
- Pre-built checks for common regulations and sales best practices that automatically stay current
- Smart detection of unlicensed advice, misrepresentation, and missed sales opportunities without configuration
- Proactive identification of regulatory risks and sales opportunities that evolve with changing rules and market conditions
Federal Compliance
FINRA Suitability Requirements
SEC Disclosure Standards
State Requirements
CA Insurance Code Violation
NY Cybersecurity Requirements
Proactive AI Detection
Unlicensed Tax Advice
Potential Misrepresentation
Unauthorized Investment Advice
AI Confidence
96%
"Genfin has allowed us to confidently scale our sales org. They house our call scripts and compliance rules, screening 100% of calls. We are able to troubleshoot conversion problems, deploy new playbooks, reduce manager QA time, and sleep easier knowing compliance is monitored."
Jeff Pang
Co-CEO, AutoComplete.io
AutoComplete is an independent insurance agency that represents 20+ top insurers and can help you save on auto, home, and other insurance.