
Choose the products that are right for your business compliance needs

Data Capture & Compliance Solutions

The Fusion Grid Collection & Recording service is our core product and behind everything we do. We collect & record over 120 feeds of data. Fusion Grid gives you the ability to deliver these collected or recorded data feeds to a platform of your choice or store within the secure Fusion archive using the Fusion Vault bolt on.
Whether on premise, in the cloud or hybrid environment, the Insightful Technology platform can be deployed to meet your needs. Fusion provides silo-free, real-time capture of any business communication or market news data.
The Fusion Deliver service is our bolt on to Fusion Grid and behind everything we do. We can deliver over 120 feeds of collected data to a platform of your choice or store within the secure Fusion archive.
Whether on premise, in the cloud or hybrid environment, the Insightful Technology platform can be deployed to meet your needs. Fusion provides silo-free, real-time capture of any business communication, financial or other structured data.
The Fusion Glass service is our core compliance portal product and easily bolts on to our Fusion Grid and Fusion Deliver products. You have the ability to Search all communication or market data, playback, download, audit and perform eDiscovery and workflow.
Whether on premise, in the cloud or hybrid environment, the Insightful Technology platform can be deployed to meet your needs. Fusion provides silo-free, real-time capture of any business communication or market news data.
Through our SaaS platform Soteria™, we provide financial organisations around the world with the ability to compliantly capture, analyse, store and surveil business communications and market data in real-time, regardless of the source, and in a single, global and hierarchical view.
We also provide Data Integrity through tokenised 3rd party verification for Duty of Care and Evidential Weight. Our Artificial Intelligence, Business Intelligence, and End- to-End Workflow capabilities include Proactive Monitoring and Alerting, Analytics and Reporting, the functionality to immediately create Trade Reconstructions with containerised Regulator Login Access, and also the ability to pre-populate 3rd party solutions such as CRM systems or Best Execution Templates, with accurate Voice-to-Text transcriptions, translations and notes.
Using Soteria™, we not only drive compliance, surveillance and risk mitigation on a global scale but also business efficiency. Our mobile voice recording technology which underpins ‘Truphone Mobile Recording’ is currently used by 10 of the top 12 tier 1 global banks, and we also have over 180 other financial organisations, including buy- and sell- side firms, using Soteria™ throughout their front, middle and back office departments.
Soteria™ can also be implemented by other regulated industries, including government agencies, legal institutions and pharmaceutical companies.

Collect Over 120 data Feeds
Capture over 120 feeds of data securely across the globe. We capture all major voice solutions, Email, market data plus many more.
Choose Where Store Your data
Deliver data to your platform, Store a secure copy with us or view stored data in our compliance platforms Fusion Glass & Soteria™.
Robust Data Governance
Securely archive, retrieve, and control recorded interactions - and erase them when further retention is no longer required.
Enable Complete Call Recording Compliance
Automatically monitor the functionality and performance of the recorder estate and validate the quality of the recorded data.
Powerful Transcription and Analytics
Search, transcribe, categorize and analyse interactions from all your data for rapid insights and trade reconstruction.
Improved Oversight and Efficiency
Automate compliance processes, streamline investigation, and use intuitive dashboards to address compliance issues proactively.


Frequently Asked Questions
Soteria (14)
Yes. All firms falling under MiFID II legislation must capture and store recordings of all voice and electronic communications relating to activities intended to result in the conclusion of a transaction or the provision of client order services, regardless of whether or not they result in a financial transaction. In order to achieve this, most firms currently use different systems to capture each media type. For example, fixed line voice, mobile voice and SMS, email, instant messaging and Skype for Business, to name a few, are often captured using a different platform for each one. For organisations with more than one location, multiple recording platforms may also be used for the same media type. In addition, further platforms are often then used to store this data. The end result is an expensive and inefficient array of data, vendor and technology silos, with associated maintenance costs, on top of the initial capital outlay. Where companies need to be able to correlate all of these forms of multimedia, further layers of middleware also then need to be layered across the top, incurring even more additional costs. By capturing all forms of multimedia communications, live and at source, and storing them within its secure, globally dispersed cloud infrastructure, SOTERIA enables firms, over time, to replace these disparate silos with a single, unified platform, reducing Total Cost of Ownership and significantly improving efficiency.
The SoteriaTM Microsoft Teams Recording Solution by Insightful Technology enables recording of your audio and video calls, IM/Chat, Screen sharing and file transfer.
The Insightful Technology solution is certified for Microsoft Teams as part of the Independent Software Vendor (ISV) Partner Certification Programme. This involves extensive third-party approved testing and validation of both our technology and operations, and is a powerful endorsement of the Insightful Technology integration and delivery.
Yes. After inputting any target keywords (manually or by bulk upload), the SOTERIA platform can be programmed to trigger real-time alerts (T 0) as soon as any of the specified keywords are mentioned in any form of communications. Alert notifications are immediately sent via email and/or SMS to the specified user(s), along with a link to access the relevant media file within the SOTERIA portal.
Yes, SOTERIA has standard bilateral APIs which allow 3rd party trade surveillance and market abuse tools, such as Trapets, Irisium and BeNext to name a few, to be plugged in to the platform in order to tag trades to all communication data types. As an agnostic platform, SOTERIA also offers custom integration options to connect with other 3rd party tools wherever necessary.
Speech To Text Word Error Rate (WER) is affected by a number of factors. Background noise and overlapping speech, voice signals being captured and stored in mono rather than stereo, and compression of voice recordings all reduce accuracy and increase WER. Using the SOTERIA platform’s Automated Speech Recognition (ASR) engine, accuracy/confidence ratings of better than 75% (25% WER) can be achieved in noisy environments with compressed, mono feeds. For broadcast quality recordings (stereo, uncompressed feeds with little background noise), 95% confidence ratings or better (5% WER) can be achieved. As part of the new client on-boarding process, a manual voice modelling process is carried out, using samples of the client’s existing voice recordings, matching them to the corresponding transcriptions and correcting any transcription errors. This effectively teaches the platform to recognise and better understand the speech patterns and common terminology used in the client’s environment. Additional refinements can be carried out on an ongoing basis where necessary (e.g. when new terminology comes into play, such as “MiFID IIâ€, “Brexit†etc.), further optimising transcription accuracy.
Yes. Firms falling under MiFID II requirements must have recording in place for all forms of voice and e-communications. They also need to demonstrate that Best Execution practices are followed. With security and integrity of data objects built into the core of its platform, SOTERIA normalises all forms of data and reconstructs them against individual users, timelines or designated keywords. Data is then searchable on a global lookup basis, as a single pane view, providing a perfect and easily scalable solution to regulated firms for MiFID II compliance.
Yes. For the correct management and control of personal data, required under GDPR legislation, SOTERIA can easily process data management and record control, incorporating full audit trails. Deployed as a cost-effective, modular solution on a Pay As You Use basis, it enables firms to be both compliant and efficient.
No. SOTERIA has been deployed by companies as small as a 2-person hedge fund, as well as 10 of the top 12 global banks and over 180 other financial institutions of every size in between. The platform can support unlimited users, from any geographic location.
SOTERIA records all forms of media, from voice and electronic communications to trade data. Fixed line voice, trading turrets, mobile voice, SMS, email, Microsoft Teams and social media, as well as trade feeds and news, such as Bloomberg and Reuters, can all be recorded, normalised, stored and instantly recalled. SOTERIA also allows the compliant recording of WhatsApp and all other forms of Instant Messaging, as well as multi-channel trading data and legacy archived data.
For deployments with 6 data source types or less to be collected, with SOTERIA being installed using VMWare and IPSEC/VPN, the whole process of installation and training to final sign-off can be completed in 3-4 weeks.
As the SOTERIA software works in real-time, triggering proactive alarms and alerts, this enables case reconstructions to be created instantly in order to meet regulatory time requirements. Its powerful search and filter capabilities allow regulators and investigators to easily access accurate and quickly collated cases within a few minutes or hours, depending on the volume of data stored globally.
SOTERIA is suitable for all industries, particularly those that are regulated or where protection of corporate data is of exceptional importance such as Financial Services, Legal Services and Government.
Microsoft Teams Recording (7)
Yes, our Microsoft Teams compliance recording can capture internal calls and Teams-to-Teams calls, as well as external calls.
Yes, if preferred. Many firms feel that capturing only the audio element from Teams video calls/meetings is sufficient for compliance purposes. As video files can be bulky, limiting recording to audio can lower costs since less storage is required.
Yes, we can convert voice to text for all MS Teams calls to enable keyword searches and proactive surveillance/alerts. We can also provide automatic translation into multiple languages, including English, French, German, Spanish, Chinese, Japanese and Arabic, among others.
Depending on the number of Azure portals your Teams environment is hosted in, and whether you are able to provide admin access to them, deployment can take up to 2-3 weeks or as little as a few days.
With policy-based Teams recording, you can nominate which users are to be recorded and which users should remain unrecorded. You can also specify what channels you want to record (e.g. audio, audio from video, video, IM/chat, file sharing, screenshare).
In order to enable compliance recording for MS Teams, you need to have one of the following licences: Microsoft 365 A3/A5/E3/E5/Business Premium or Office 365 A3/A5/E3/E5.
We can either store your recordings in our secure cloud, and provide a compliance portal for easy search and retrieval of recorded data, or deliver them with all associated metadata to your own enterprise archive.

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