Compliance first with Warmer

Compliance first with Warmer

Built for compliance

At Warmer, we understand compliance isn't an afterthought—it's fundamental. As the founders behind Betterment, we’ve embedded security, privacy, and compliance into our DNA from day one. Warmer holds SOC2 Type 1 certification and is on track to achieve Type 2, reflecting our commitment to rigorous standards in safeguarding sensitive client information.

Empower your compliance team

We see compliance officers, regulators, and CCOs as essential partners in your business—not gatekeepers. Warmer equips them with powerful tools to proactively manage and monitor customer interactions, including transcripts and recordings, ensuring issues are spotted before they escalate.

Proactive compliance monitoring

Warmer helps compliance teams quickly identify potential risks, such as:

  • Overly promissory statements from reps

  • Signs of customer confusion or dissatisfaction

  • Missed or neglected follow-ups

Comprehensive search and analysis

Our transcripts and communication records are fully indexed and searchable, making audits or investigations effortless. Compliance teams can easily track and review communication history across representatives and clients.

Security and privacy you can trust

Our stringent data protection measures and comprehensive privacy policies ensure your data remains secure, compliant, and confidential.

Making compliance
simple and proactive.

Making compliance
simple and proactive.

Curious about our compliance capabilities?
hello@getwarmer.com

Curious about our compliance capabilities?
hello@getwarmer.com