INTERNAL — NOT FOR PUBLIC TRAFFIC. Phase 2 proposal for James. Form writes to D1; no live traffic until Roark signs off.
§00 · Finance

Is your agent reading balances before it knows who's calling? Score your calls free.

Identity checks, PII exposure, the disclosure that has to come first. Connect your call platform and Roark scores every call on what compliance actually checks. Start at $0. No card.

64+ audio-native metrics $0 to start, no card SOC 2 Type II · HIPAA BAA
call_finance_0412.wav · scored in 8s
Identity check skipped fail
PII exposure 1 flag fail
Reg F disclosure read @ 0:03 pass
Already scoring calls for Google AT&T BCG Spectrum
§01 · What breaks

Five ways this goes wrong on a real call.

Every one of these is named on Roark's own finance page. We did not invent the failure modes — we just put them in front of the person who owns them.

Balance before identity

Your agent read an account balance before it knew who was calling. Roark fails the call on the identity check, not the transcript's vibe.

The full account number read aloud

Sixteen digits, spoken back in the clear. Roark flags PAN and PII exposure on the audio.

The skipped mini-Miranda

The required debt-collection disclosure was never read before the agent pursued payment. Roark checks your Reg F / mini-Miranda script as pass/fail on every collections call.

The mishandled Reg E dispute

A dispute raised, mis-categorised, and never routed. The clock starts whether you logged it or not.

The stressed caller, missed signal

Vocal stress the transcript cannot show. Roark reads it off the waveform.

Source: roark.ai/industries/finance

§02 · What Roark checks

64+ metrics out of the box. Infinite custom.

Roark reads emotion, vocal stress, pace and interruptions off the waveform — not off a transcript that already threw the audio away. These are the ones that matter for finance.

Identity checkPII exposureDisclosuresDispute handlingScript adherenceVocal stress ∞ custom · your rules
§03 · How it works

Catch it, fix it, prove the fix.

The improvement loop, end to end. Connect in an afternoon; no rip-and-replace of your stack.

01

Connect

Paste your API key for Vapi, Retell, LiveKit, Pipecat or ElevenLabs. Production calls stream in on their own.

02

Score

Every call scored on 64+ audio-native metrics — pronunciation, emotion, pace, interruptions, dead air.

03

Simulate

Prove the fix against hundreds of scenarios, 45 languages, real accents and background noise — before you ship it.

04

Verify

Watch the metric move on live calls. Ship with evidence, not vibes.

§04 · Start free

Score your calls. Start at $0.

Tell us where you are and what you do, and we'll set you up. No card, no sales call.

By submitting you agree to be contacted about Roark. Finance · we'll never call the number for anything else.

What you get, before you pay anything.

  • $50 of free credit — enough to score real production calls and run real simulations.
  • No credit card. Start at $0. Self-serve — no demo booking below Enterprise.
  • One API key to connect. Vapi, Retell, LiveKit, Pipecat, ElevenLabs — calls stream in on their own.
  • Bring a recording. We'll score it live on the call.
SOC 2 Type II — independently audited.
HIPAA — BAA available, PHI handling, zero-data-retention options.
Annual third-party pen tests. ISO 27001 in progress.