Case Study: RegTech startup Theta Lake achieves scalable unified communications and integrated compliance with RingCentral

RegTech Startup Theta Lake Uses Unified Communications to Unleash Innovation, Everywhere

Theta Lake is a Santa Barbara–based RegTech startup (founded 2017) that uses AI to help regulated industries keep digital communications compliant. As the company grew—adding customers, partners, and international offices—it struggled with fragmented tools (separate apps for chat, video, phone and SMS) that hindered onboarding, team cohesion, and its ability to scale.

Theta Lake integrated its compliance suite into RingCentral’s unified communications platform via APIs, consolidating SMS, chat, video, voicemail and file sharing into one environment. The rollout standardized operations, improved collaboration and employee retention, made their tools discoverable through RingCentral’s App Gallery, and enabled smoother growth while delivering compliance across all digital channels for customers.

ThetaLake

Anthony Cresci

VP of Business Development and Operations