Product
Everything you need to say the right thing, every time.
Instivas isn't a call recorder or a post-call dashboard. It's a live decision-support tool that works in the moment — surfacing the right compliant language exactly when you need it.
In the moment. Not the morning after.
Most coaching tools analyze recordings after the call ends. By then, the appointment is lost or won. Instivas works during the call — the moment an objection or buying signal surfaces, the right response appears on your screen before the silence stretches too long.
- Detects objections, buying signals, and compliance-sensitive questions as they happen
- Surfaces the best response in under 3 seconds
- One-glance UI — no scrolling, no searching, no distraction
- Works alongside any phone or VoIP system
AI detects. Your firm decides what gets said.
Open-ended AI generation creates compliance risk — you never know exactly what it will say. Instivas takes a different approach: the AI detects what's happening in the conversation, but the response it surfaces comes from your firm's own pre-approved playbook. No hallucinations. No compliance surprises.
- Retrieves firm-approved language — never generates it from scratch
- Built for FINRA member firms, broker-dealers, and RIAs
- Compliance teams control what advisors see on screen
- Reduces the gap between what advisors say and what compliance approves
Rehearse the hard calls before they're real.
Practice Mode pairs you with an AI-prospect that throws real objections at you — the same ones you'll face on live calls. Run through your toughest scenarios until the responses feel automatic. When the real call comes, you're not thinking. You're just talking.
- AI-prospect simulates realistic objection sequences
- Covers the most common advisor objections: 'I already have an advisor,' 'Now isn't a good time,' 'Send me something in writing'
- Tracks your response speed and accuracy over time
- Available anytime — practice between calls, before a big prospect meeting, or during onboarding
Processes conversations. Doesn't own them.
Instivas processes your call audio in real time to detect what's happening — but by default, it doesn't record or store the conversation. Your clients' words stay private. Your firm's data stays yours.
- No default call recording or transcript storage
- Real-time processing only — audio is not retained
- Designed for the privacy expectations of financial services clients
- Enterprise controls available for firms with specific data governance requirements
How we're different
Not another call recorder.
Ready to see it in action?
Join the waitlist and be first to access Instivas when we launch.