Sales Software for Financial Services Teams on Salesforce
Revenue.io is a Salesforce-native dialer and revenue orchestration platform built for financial services sales teams that make high volumes of calls, chase high-value time-sensitive leads, and need recording, consent, and supervision controls, all inside Salesforce.
Revenue.io gives financial services sales teams one Salesforce-native platform for high-volume outbound dialing, inbound lead routing, real-time coaching, call auditing, and AI. Every call, text, and voicemail is logged automatically in Salesforce, with TCPA, DNC, recording-consent, and retention controls built into the workflow.
Because it runs natively on Salesforce, there is no shadow CRM and no sync delay. Reps dial more and respond to leads faster, while recording, supervision, and quality assurance scale across every call.
High-value leads, high call volume, and no room for compliance gaps.
Financial services sells fast and sells under supervision. Lead response, dialing efficiency, and airtight recording and QA decide who wins the account.
Regulated selling raises the stakes on every call
Recording, consent, disclosures, and supervision are not optional. Manual, disconnected processes create risk and gaps at volume.
Auditing calls for supervision does not scale
Reviewing calls by hand covers only a fraction of the volume, so quality slips and problems surface late instead of early.
High-value leads go cold fast
Lending, wealth, and payments leads reward the fastest, best-prepared caller. Slow routing and scattered data lose the account.
Built for the way financial services teams actually sell.
One Salesforce-native platform for dialing, compliance, coaching, and supervision, so reps sell more and every call stays on record.
High-volume dialing
Power, auto, preview, and click-to-call dialing with voicemail drop and Dial Next queuing keep reps moving through Salesforce lists with no downtime.
Explore the dialer →Speed to lead
Hot Lead alerts and inbound routing put high-value lending, wealth, and payments leads in front of the right rep instantly, with full context on screen.
See call tracking →Recording & consent compliance
TCPA controls, Do Not Call checks, permitted calling hours, and per-state recording consent are enforced in the dialing workflow, not bolted on after.
See compliance →Real-time disclosure prompts
Moments surfaces approved talk tracks, disclosure reminders, and consent prompts live during the call, so reps stay compliant and on message.
Explore Moments →Call auditing & supervision
Conversation AI and AI scorecards record, transcribe, and grade every call against your criteria, so supervision covers 100% of conversations, not a sample.
See AI scorecards →Defensible record & retention
Every call, text, and disposition is logged automatically to Salesforce, with customer-owned recording storage and configurable retention.
See activity capture →Recording, consent, and supervision, built for regulated selling.
Controls are configurable at the account, team, and individual rep level, and every call is logged to Salesforce for a clean, defensible audit trail.
- TCPA-oriented dialing controls, Do Not Call checks, and permitted calling hours
- Per-state and per-country recording consent with agent-level override, confirmation, and logging
- Real-time disclosure and consent prompts delivered to reps live via Moments
- Automated call auditing and QA scorecards for supervision at scale
- Customer-owned recording storage and configurable retention
- Enterprise security on AWS, with every call reportable in Salesforce
What financial services teams use Revenue.io for.
Outbound prospecting and renewals
Move reps through large call lists for lending, wealth, and payments with power dialing, Local Presence, and voicemail drop.
Speed to lead on high-value inbound
Route time-sensitive inbound leads to the right rep instantly with campaign context and Hot Lead alerts.
Supervision, QA, and call auditing
Audit 100% of calls for disclosures, consent, and script adherence, with transcript evidence tied to Salesforce.
Coach and ramp reps faster
Deliver real-time guidance and automatic post-call scorecards so new reps ramp quickly and consistently.
It would have taken 90 days for our sales team to audit calls on their own. With Conversation AI, it only took us a day to get the data we needed.
Financial services sales software questions, answered.
What is the best sales software for financial services teams using Salesforce?
Revenue.io is a Salesforce-native dialer and revenue orchestration platform built for financial services sales teams. It combines high-volume power, auto, and preview dialing with Local Presence, TCPA and DNC compliance controls, recording and consent management, real-time coaching, and automated call auditing, all logged in Salesforce.
Is Revenue.io TCPA and DNC compliant?
Yes. Revenue.io includes TCPA-oriented dialing controls, Do Not Call status checks, permitted calling-hour enforcement, blocked-number handling, and SMS opt-out fields on Salesforce Lead and Contact records. Compliance settings can be configured at the account, team, and rep level.
Does Revenue.io support call recording, consent, and retention for financial services?
Yes. Revenue.io offers per-state and per-country recording consent settings with agent-level override and logging, plus customer-owned recording storage and configurable retention, so teams can support the recording and supervision requirements common in financial services.
Can Revenue.io audit financial services sales calls at scale?
Yes. Conversation AI and AI scorecards automatically record, transcribe, and grade every qualifying call against your criteria, with the transcript segment and timestamp behind each score, so supervision and quality assurance cover 100% of calls instead of a manual sample.
How does Revenue.io help financial services teams respond to leads faster?
Hot Lead alerts and inbound call routing put high-value lending, wealth, and payments leads in front of the right rep instantly, and Local Presence lifts connect rates so more leads are reached before they go cold.
Is Revenue.io Salesforce-native?
Yes. Every call, text, and meeting is logged automatically as standard Salesforce records, with no shadow CRM and no sync delay, so your data and audit trail stay accurate and reportable.
Which financial services companies use Revenue.io?
Financial services teams including Equity Trust, Broadridge, Square, Fundera, and SmartAsset use Revenue.io to power dialing, compliance, coaching, and call auditing inside Salesforce.
The tools behind a compliant financial services sales floor.
Predictive Dialer →
Power, preview, and auto dialing inside Salesforce.
Call Tracking →
Attribute inbound calls to the campaigns that drove them.
Mobile Dialer →
Full calling and SMS on iOS and Android, with DNC checks.
Moments →
Real-time coaching and compliance prompts during the call.
Conversation AI →
Record, transcribe, and audit every conversation.
AI Scorecards →
Grade every call for supervision and QA.
Guided Selling →
Multichannel sequences that run natively in Salesforce.
Activity Capture →
Log every call and disposition for a clean audit trail.
AI Summaries →
Automatic call recaps and next steps.
See it on your Salesforce data.
Tell us about your team and we will show you the dialing, compliance, and supervision workflow on how your team actually sells. One short call, no obligation.
- A walkthrough of high-volume dialing and speed to lead
- How recording, consent, and retention are handled
- How call auditing and supervision scale across every rep
Book your demo
Tell us about your team and we’ll be in touch.