FINANCIAL SERVICES
Regulated conversations. Complex products. Every call needs to be right.
In financial services, the stakes are high and the compliance bar is higher. Ricavi coaches your team through the right process on every call and keeps a complete record of every conversation.,
Trusted by great sales teams at:
Trusted by great sales teams at:
Trusted by great sales teams at:
Record every call.
On your terms.
Choose bot-free or compliance mode, configured by meeting type and client domain. Set data retention to match your regulatory requirements. Every recording is searchable and auditable.
In financial services, skipping
steps has real consequences.
Ricavi's live coaching sidebar ensures your team follows the methodology on every call. The checklist tracks suitability questions, risk disclosures, and qualification criteria in real time. If something gets missed, your rep knows immediately.
Legal, compliance, executive etc.
Track every approval layer.
Financial services deals move through multiple approval layers. Ricavi tracks buying committee coverage, procurement clarity, and commercial alignment, so you see exactly who's engaged and who's missing.
Every conversation. Every word.
Searchable and auditable.
Every call is transcribed with speaker labels and stored according to your retention policy. When a regulator asks what was discussed, or a client disputes an understanding, the record is there.
Connect your tools
Works with the tools your team already uses.
Gmail
Gmail
Outlook
Outlook
Microsoft Teams
Microsoft Teams
Hubspot
Hubspot
Salesforce
Salesforce
Google Calendar
Google Calendar
OneDrive
OneDrive
Slack
Slack
Drive
Drive
Zoom
Zoom
Microsoft Dynamics
Microsoft Dynamics
Enterprise Level
Security by Design.
No external training on your data. Modern and secure data practices. End-to-end encryption. Audited & tested
SOC2
ISO 27001
GDPR
More tools to
stay on track.
More tools to
stay on track.
The one percenters that add up, built to keep your reps focused and your pipeline clean.
The one percenters that add up, built to keep your reps focused and your pipeline clean.
Compliance bot mode
Visible recording consent for regulated conversations. Toggle per meeting type from your admin panel.
Compliance bot mode
Visible recording consent for regulated conversations. Toggle per meeting type from your admin panel.
Compliance bot mode
Visible recording consent for regulated conversations. Toggle per meeting type from your admin panel.
Data retention controls
Set how long recordings, transcripts, and summaries are stored. Different policies per meeting type to match regulatory requirements.
Data retention controls
Set how long recordings, transcripts, and summaries are stored. Different policies per meeting type to match regulatory requirements.
Data retention controls
Set how long recordings, transcripts, and summaries are stored. Different policies per meeting type to match regulatory requirements.
Audit search
Full-text search across every recorded conversation by keyword, date, client, speaker, or topic.
Audit search
Full-text search across every recorded conversation by keyword, date, client, speaker, or topic.
Audit search
Full-text search across every recorded conversation by keyword, date, client, speaker, or topic.
Role-based access
Reps see their own data. Managers see their team. Leaders see the organisation. Compliance sees what they need.
Role-based access
Reps see their own data. Managers see their team. Leaders see the organisation. Compliance sees what they need.
Role-based access
Reps see their own data. Managers see their team. Leaders see the organisation. Compliance sees what they need.
Suitability tracking
The methodology checklist tracks required disclosures, risk assessments, and suitability questions in real time during every call.
Suitability tracking
The methodology checklist tracks required disclosures, risk assessments, and suitability questions in real time during every call.
Suitability tracking
The methodology checklist tracks required disclosures, risk assessments, and suitability questions in real time during every call.
Multi-layer approval tracking
Buying committee scoring that specifically tracks procurement, legal, compliance, and executive engagement on every deal.
Multi-layer approval tracking
Buying committee scoring that specifically tracks procurement, legal, compliance, and executive engagement on every deal.
Multi-layer approval tracking
Buying committee scoring that specifically tracks procurement, legal, compliance, and executive engagement on every deal.
Enterprise Level
Security by Design.
No external training on your data. Modern and secure data practices. End-to-end encryption. Audited & tested
SOC2
ISO 27001
GDPR
Real feedback.
Real results.
Real feedback.
Real results.
Ricavi captures every sales conversation and acts as an assistant for your team.
Ricavi captures every sales conversation and acts as an assistant for your team.
“We all think we have some idea of sales until we hear what Coach Pilot has to offer. Ricavi is a must for business owners and sales executives.”
Jamie Lingham
CEO, Absolute Immigration
Costa Vasili
CEO, Ethnolink
“We've significantly increased our pipeline and boosted our bottom line. I highly recommend Coach Pilot to any business owner looking to drive sales fast. The investment has paid for itself many times over.”
Linh Podetti
CEO, VO Angels
"The AI is insane, and the weekly live coaching is even more helpful. We can bring in real-life problems and have the coaches give specific examples to help guide us and remove any roadblocks."
Linh Cung
EA, Unios
Coach Pilot has been incredible! They host a live coaching session every week, tailored to your needs. Their platform is user-friendly and has helped our team win and retain more deals.
Jane Susak
Sales Manager, Essential Assessment
“I was at dinner and overheard my team telling our GM how valuable they found Ricavi."
Conor Bell
AE, Hubspot
"Coach Pilot has helped me generate 50% more net new opportunities. Over an 11-week period, I was able to secure 12 new deals, resulting in a 38% increase in our quarterly sales."
Stuart Cook
MD, TWIYO
“I have been working with the team at Coach Pilot for the last two months and already achieved higher conversion rates and a faster sales cycle."
Costa Vasili
CEO, Ethnolink
“We've significantly increased our pipeline and boosted our bottom line. I highly recommend Coach Pilot to any business owner looking to drive sales fast. The investment has paid for itself many times over.”
Jane Susak
Sales Manager, Essential Assessment
“I was at dinner and overheard my team telling our GM how valuable they found Ricavi."
Linh Podetti
CEO, VO Angels
"The AI is insane, and the weekly live coaching is even more helpful. We can bring in real-life problems and have the coaches give specific examples to help guide us and remove any roadblocks."
Conor Bell
AE, Hubspot
"Coach Pilot has helped me generate 50% more net new opportunities. Over an 11-week period, I was able to secure 12 new deals, resulting in a 38% increase in our quarterly sales."
Linh Cung
EA, Unios
Coach Pilot has been incredible! They host a live coaching session every week, tailored to your needs. Their platform is user-friendly and has helped our team win and retain more deals.
Stuart Cook
MD, TWIYO
“I have been working with the team at Coach Pilot for the last two months and already achieved higher conversion rates and a faster sales cycle."
Costa Vasili
CEO, Ethnolink
“We've significantly increased our pipeline and boosted our bottom line. I highly recommend Coach Pilot to any business owner looking to drive sales fast. The investment has paid for itself many times over.”
Jane Susak
Sales Manager, Essential Assessment
“I was at dinner and overheard my team telling our GM how valuable they found Ricavi."
Linh Podetti
CEO, VO Angels
"The AI is insane, and the weekly live coaching is even more helpful. We can bring in real-life problems and have the coaches give specific examples to help guide us and remove any roadblocks."
Conor Bell
AE, Hubspot
"Coach Pilot has helped me generate 50% more net new opportunities. Over an 11-week period, I was able to secure 12 new deals, resulting in a 38% increase in our quarterly sales."
Linh Cung
EA, Unios
Coach Pilot has been incredible! They host a live coaching session every week, tailored to your needs. Their platform is user-friendly and has helped our team win and retain more deals.
Stuart Cook
MD, TWIYO
“I have been working with the team at Coach Pilot for the last two months and already achieved higher conversion rates and a faster sales cycle."
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Sales performance lift.
Teams that get coached consistently outperform those that don't by 6.3x.
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Sales performance lift.
Teams that get coached consistently outperform those that don't by 6.3x.
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Sales performance lift.
Teams that get coached consistently outperform those that don't by 6.3x.
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0%
Less admin.
Ricavi writes your call notes, updates your CRM, and drafts your follow-ups.
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Less admin.
Ricavi writes your call notes, updates your CRM, and drafts your follow-ups.
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0%
Less admin.
Ricavi writes your call notes, updates your CRM, and drafts your follow-ups.
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More accurate forecasts.
Deal scores and analyzed based on what actually happened in your deal activity.
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More accurate forecasts.
Deal scores and analyzed based on what actually happened in your deal activity.
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0.0x
More accurate forecasts.
Deal scores and analyzed based on what actually happened in your deal activity.
Question?
We got answers.
Question?
We got answers.
Need help?
Talk to our team and we’ll show you a custom walkthrough.
Talk to our team and we’ll show you a custom walkthrough.
Can Coach Pilot meet our compliance requirements?
Coach Pilot gives you full control over recording policies. Choose bot-free for standard conversations or compliance bot mode (with visible consent) for regulated calls. Configure policies by meeting type and client domain. Set data retention periods that match your regulatory requirements.
Can Coach Pilot meet our compliance requirements?
Coach Pilot gives you full control over recording policies. Choose bot-free for standard conversations or compliance bot mode (with visible consent) for regulated calls. Configure policies by meeting type and client domain. Set data retention periods that match your regulatory requirements.
Can Coach Pilot meet our compliance requirements?
Coach Pilot gives you full control over recording policies. Choose bot-free for standard conversations or compliance bot mode (with visible consent) for regulated calls. Configure policies by meeting type and client domain. Set data retention periods that match your regulatory requirements.
How does the coaching sidebar help with regulated conversations?
The live coaching sidebar tracks suitability questions, risk disclosures, and qualification criteria in real time, based on your methodology. If your rep skips a required disclosure or qualification step, they see it immediately during the call, not two weeks later in a review.
How does the coaching sidebar help with regulated conversations?
The live coaching sidebar tracks suitability questions, risk disclosures, and qualification criteria in real time, based on your methodology. If your rep skips a required disclosure or qualification step, they see it immediately during the call, not two weeks later in a review.
How does the coaching sidebar help with regulated conversations?
The live coaching sidebar tracks suitability questions, risk disclosures, and qualification criteria in real time, based on your methodology. If your rep skips a required disclosure or qualification step, they see it immediately during the call, not two weeks later in a review.
Are recordings stored securely?
Yes. All recordings, transcripts, and data are encrypted in transit and at rest. Infrastructure is SOC 2 compliant. You control data retention periods per meeting type. Role-based access ensures team members only see what they're authorised to see.
Are recordings stored securely?
Yes. All recordings, transcripts, and data are encrypted in transit and at rest. Infrastructure is SOC 2 compliant. You control data retention periods per meeting type. Role-based access ensures team members only see what they're authorised to see.
Are recordings stored securely?
Yes. All recordings, transcripts, and data are encrypted in transit and at rest. Infrastructure is SOC 2 compliant. You control data retention periods per meeting type. Role-based access ensures team members only see what they're authorised to see.
How does deal scoring handle multi-layered approvals?
The Buying Committee Coverage and Procurement Path categories specifically track whether your team has engaged all the approval layers: procurement, legal, compliance, and executive. Gaps are flagged automatically.
How does deal scoring handle multi-layered approvals?
The Buying Committee Coverage and Procurement Path categories specifically track whether your team has engaged all the approval layers: procurement, legal, compliance, and executive. Gaps are flagged automatically.
How does deal scoring handle multi-layered approvals?
The Buying Committee Coverage and Procurement Path categories specifically track whether your team has engaged all the approval layers: procurement, legal, compliance, and executive. Gaps are flagged automatically.
Can we search historical conversations for audit purposes?
Every call is transcribed with speaker labels and stored according to your retention policy. Search by keyword, date, client, speaker, or topic. Full-text search across your entire call history.
Can we search historical conversations for audit purposes?
Every call is transcribed with speaker labels and stored according to your retention policy. Search by keyword, date, client, speaker, or topic. Full-text search across your entire call history.
Can we search historical conversations for audit purposes?
Every call is transcribed with speaker labels and stored according to your retention policy. Search by keyword, date, client, speaker, or topic. Full-text search across your entire call history.
What about data residency requirements?
Contact us to discuss specific data residency requirements for your region. We can work with your compliance and legal teams to ensure the deployment meets your regulatory obligations.
What about data residency requirements?
Contact us to discuss specific data residency requirements for your region. We can work with your compliance and legal teams to ensure the deployment meets your regulatory obligations.
What about data residency requirements?
Contact us to discuss specific data residency requirements for your region. We can work with your compliance and legal teams to ensure the deployment meets your regulatory obligations.
Turn meetings
into revenue.
Ricavi captures every sales conversation and acts as an assistant for your team.
Turn meetings
into revenue.
Ricavi captures every sales conversation and acts as an assistant for your team.
Turn meetings
into revenue.
Ricavi captures every sales conversation and acts as an assistant for your team.