Case Study: Baseplan Software achieves compliant Microsoft Teams communications with Dubber

Baseplan eliminates manual call transcription with Dubber

Baseplan Software, a wealth management and advisory firm, needed a solution to ensure its client-facing communications on Microsoft Teams were compliant with financial regulations like MiFID. They turned to vendor Dubber for its call recording and voice AI service to gain visibility and peace of mind.

Dubber provided a solution that securely captures every client conversation across any device. This eliminated the need for time-consuming manual call transcription and storage. The implementation also allowed Baseplan to avoid capital expenditure on hardware through Dubber's flexible, scalable subscription model, giving the firm confidence in its compliance.

Baseplan Software