◉
Industries · Financial Services
Help on every call
of a regulated deal cycle.
When the risk committee asks the hard question, Aria shows the rep the approved answer and its source, privately. Proshort is SOC 2 Type 2 and ISO 27001 certified, and GDPR compliant.
✓ SOC 2 Type 2 and ISO 27001
✓ Consent handled per region
Vendor review, Halden Bank
REC
On the call now
HL
Helen L., Head of Risk
31:07
“Is client data encrypted at rest, and which region is it hosted in? Our auditors will ask.”
Security question
Asked by 3 banks this year
✓
Consent notice played for all four participants. Two-party region.
Aria
Only you can see this
Private
Approved answer
Approved by Compliance
Yes. Client data is encrypted at rest, and regional hosting is available for enterprise rollouts. The full answer and our latest audit report are in the vendor pack.
Say it as written
Source
InfoSec questionnaire v4
Q12, Encryption and hosting · updated 12 days ago
Client data is encrypted at rest and stored in the region the client selects at onboarding.
✓
Answer and source logged to the deal record
Trusted by revenue teams at 100+ companies worldwide.
Proshort for financial services sales teams privately shows reps the approved answer and its source when a risk committee asks a hard question, with per-region consent handling and an audit-friendly record of every conversation.
Trusted by teams at
Selling in financial services
Long cycles, many stakeholders,
zero tolerance for sloppiness.
A committee asks the hard question once. The rep has to answer it correctly, on the call, every time.
01
Context gets lost
Deals span quarters and committees, and what was said gets lost between touchpoints.
02
Ad hoc notes are a liability
Compliance expectations turn improvised note-taking and loose data handling into a risk of their own.
03
Risk hides in old calls
Risk indicators hide across dozens of calls no one has time to re-listen to.
Why Proshort fits
Built for scrutiny,
tuned for long cycles.
Aria helps the rep privately during the call. Every conversation it hears is handled with the controls below.
Compliance-grade security
SOC 2 Type 2 and ISO 27001 certified, GDPR compliant, with 256-bit AES encryption at rest.
Every call
Risk indicators across the cycle
Sentiment shifts and stall patterns detected across regulated, multi-quarter deals.
Across deals
Multi-stakeholder tracking
Every stakeholder’s concerns and commitments tracked across the full committee, and in front of the rep when that person speaks again.
On the call
Consent handled per call
One-party and two-party consent requirements matched automatically by region.
Every call
Complete deal records
Every conversation structured and synced into an audit-friendly system of record.
After the call
How it works
From setup
to outcomes.
Capture that satisfies compliance, and help that reaches the rep before the next committee meeting.
01
Capture compliantly
Calls are recorded with per-region consent handling and enterprise controls.
02
Track the committee
Stakeholders, objections and commitments are structured across the cycle.
03
Act on risk early
Stall and risk signals surface quarters before the forecast miss.
Why it matters
What changes
for your team.
Fewer surprises from the committee, and nothing for the risk team to chase.
Pass the security review
Documentation, DPAs and residency options ready for your risk team.
No lost context
Every touchpoint remembered across the longest cycles.
Predictable pipeline
Early risk detection where deals are too big to lose quietly.
“
SG
Sanchit Gupta
AVP Sales, Squadstack
Questions about Proshort for financial services sales
Can Proshort show reps approved answers to risk and compliance questions on a call?
Yes. When a risk committee or compliance stakeholder asks a hard question, Aria shows the rep the approved answer and its source, privately on the rep's screen. Answers come from your own docs, battlecards and won calls, so the rep can answer correctly on the call instead of improvising.
What does Proshort give a financial institution's risk team for vendor due diligence?
Proshort gives the risk team documentation, DPAs and data residency options (regional residency is available for enterprise rollouts), and covers architecture, data handling and compliance documentation in a dedicated financial services session. Proshort is SOC 2 Type 2 and ISO 27001 certified and GDPR compliant, hosted on Google Cloud Platform with 256-bit AES encryption at rest.
Does Proshort keep an audit-friendly record of financial services sales calls?
Yes. Proshort structures every conversation and syncs it into an audit-friendly system of record, so financial services teams are not relying on improvised notes. Calls are recorded with per-region consent handling, with one-party and two-party requirements matched automatically by region, and every touchpoint is remembered across the longest deal cycles.
How does Proshort track a buying committee across a long financial services deal?
Proshort tracks every stakeholder's concerns and commitments across the full committee and puts them in front of the rep when that person speaks again. Sentiment shifts and stall patterns are detected across multi-quarter deals, so risk signals surface early instead of hiding in calls no one has time to re-listen to.
Book a demo
Bring your risk team.
We will walk them through it.
Book a financial services session and we will cover architecture, data handling and compliance documentation alongside the demo.
Proshort
Live demo with Aria
⏱
30 min
◉
Google Meet, link in the invite
✦
Aria joins, so you see the help live
🌐
Any timezone
