Call Center Integration

Seamless Call Center Protection and Integration with Zoom Phone

Enterprise-grade verification without disrupting your workflow

For RIA firms and wealth management organizations, Polyguard integrates directly with your existing call center infrastructure, including Zoom Phone and other major platforms.

Competitive Advantage

In a market where clients increasingly question communication security, Polyguard gives your firm a demonstrable edge in protecting high-net-worth relationships from sophisticated fraud attempts.

How it works:

  • Inbound Call Enhancement: When clients using PSL call your center, your representatives immediately see their verified identity status and key information directly in your existing interface.

  • Outbound Call Protection: When calling Polyguard users, the system automatically converts to a PSL call, providing your clients with immediate visual verification they're speaking with their actual advisor.

  • Risk Assessment: For traditional calls, Polyguard leverages STIR/SHAKEN protocols to provide the maximum available information about caller authenticity, flagging potential risks in real-time.

  • Future-Proof Security: As communication security protocols evolve, Polyguard's work with IETF standards ensures your firm stays at the forefront of protection without requiring system overhauls.