EU compliance documentation. Suitability assessments. Client onboarding analysis.
Connect your Ringover phone system and let AI analyse every client call — with built-in EU regulatory compliance features. Webhook setup takes under 5 minutes.
Use Cases
Ringover's European infrastructure pairs perfectly with Coldread's compliance analysis. Every client call is checked against MiFID II and IDD requirements — flagging missing suitability disclosures, product governance gaps, and record-keeping obligations automatically.
Every Ringover advisory call contains suitability evidence that regulators may request. Coldread extracts client circumstances, objectives discussed, products recommended, and rationale given — creating structured suitability records from natural conversation.
Initial discovery calls via Ringover set the foundation for the advisory relationship. Coldread captures financial objectives, existing arrangements, attitude to risk, and capacity for loss — ensuring your fact-find is comprehensive from the very first conversation.
Ringover supports international numbering and multi-language calls. Coldread adds AI transcription in multiple languages with compliance checks tailored to each jurisdiction — ideal for advisors with clients across the UK, EU, and beyond.
Ringover Integration
Add a single webhook URL to Ringover and every call recording flows to Coldread automatically. No browser extensions, no desktop apps, no IT department needed.
Ringover is designed for European regulatory environments. Coldread extends this with AI-powered compliance monitoring, creating a comprehensive audit trail for FCA, BaFin, and AMF requirements.
Ringover already charges per user. Coldread does not — cover your entire advisory practice for $79/mo instead of paying per advisor.
Every Ringover conversation builds a richer client profile. Financial objectives, risk appetite, life events, and regulatory disclosures — all extracted automatically across every call.
How It Works
Add the Coldread webhook URL to your Ringover settings. Every call recording is sent automatically — no manual uploads.
Transcription, suitability data, compliance flags, and action items — extracted from every client conversation.
Build comprehensive client profiles with call history, compliance documentation, and advisory intelligence in one dashboard.
Ringover stores data in EU data centers — combined with Coldread's GDPR compliance tools, this is ideal for advisory firms operating under MiFID II and other European regulatory frameworks.
Ringover's deep Salesforce, Pipedrive, and HubSpot integrations push call data automatically — Coldread enriches that data with AI insights, attaching suitability assessments and compliance flags to every client record.
Ringover supports local numbers across countries — Coldread tracks performance by number and region, making it easy to manage client communication across multiple jurisdictions.
For financial advisors, Ringover's call recording ensures every client conversation is captured — while Coldread monitors MiFID II and FCA compliance automatically, creating structured suitability records from every advisory call.
Pricing
Plans start at $29/mo for solo advisors, $79/mo for practices up to 10, and $199/mo for firms up to 25 advisors. No per-seat fees.
See full pricing detailsColdread connects to Ringover via webhook and automatically transcribes and analyses every client call. It extracts suitability evidence, client circumstances, products recommended, and compliance gaps — with built-in EU regulatory compliance features for MiFID II and IDD.
Plans start at $29/mo for solo advisors, $79/mo for practices up to 10 advisors, or $199/mo for firms up to 25 advisors. No per-seat fees on top of your Ringover subscription.
Yes. Coldread checks every Ringover call against MiFID II and IDD requirements, flagging missing suitability disclosures, product governance gaps, and record-keeping obligations automatically.
Coldread also integrates with Aircall, so switching providers is straightforward. Your call history, client profiles, and compliance records remain in Coldread regardless of which VoIP you use.
14-day free trial with 25 calls included. Connects to Ringover in under 5 minutes.