Trusted AI for banks, lenders, and advisors.
From loan intake to advisor scheduling and collections outreach, MediaBloom operates inside your controls - with full audit trails and supervisory review.
Overview
MediaBloom for Financial, end to end.
Financial services operate under controls that rule out most consumer-grade AI. MediaBloom is built for that reality: SOC 2 Type II certified, supervisor-reviewable, and compliant with Regulation F, TCPA, UDAAP, and state lending disclosure rules.
Community banks, credit unions, mortgage lenders, specialty finance companies, and RIAs run loan intake, advisor scheduling, KYC follow-up, and compliant collections outreach through MediaBloom - inside Salesforce FSC, nCino, Encompass, Redtail, and Blend.
Industry challenges
The problems financial teams actually face.
Every call or text must satisfy Reg F, TCPA, and state UDAAP rules. Non-compliant vendors expose the institution to penalties.
Compliance teams need complete, searchable call records with flagged keywords and defensible audit trails.
Financial advisors and loan officers should spend time advising, not qualifying. AI handles the qualification and scheduling.
Why MediaBloom
Built for financial, not retrofitted.
- SOC 2 Type II controls, encryption, role-based access, and full audit logging.
- Regulation F and TCPA-aware outreach with approved scripts and time-window enforcement.
- Native integrations with Salesforce FSC, nCino, Encompass, Redtail, Blend, and Plaid.
- Supervisor dashboards with keyword flagging, call scoring, and complaint surfacing.
Channels we cover
One platform across every inbound and outbound channel.
What makes it fit
Domain-aware from day one
Controls-first
SOC 2 Type II, role-based access, and full audit trails.
Advisor scheduling
Routing by license, state, and product line.
Collections-safe
Regulation F and TCPA-aware outreach.
Workflows
Automate the moments that move the business
- Loan intake
- Advisor scheduling
- KYC follow-up
- Collections outreach
Integrations
Lives inside your existing stack
See MediaBloom deployed for Financial in a 20-minute demo.
FAQ
Questions from financial operators.
Is MediaBloom SOC 2 certified?
Yes. We maintain SOC 2 Type II certification with annual external audit, and we can share our latest report under NDA.
Does it comply with Regulation F?
Yes. Our collections workflows enforce 7-in-7 contact limits, consumer-provided restricted hours and channels, validation-notice logic, and documented consent.
Can it integrate with Encompass and nCino?
Yes. Native integrations exist for both, with field-level mapping, document triggers, and stage-based automation.