Industry · Financial services
Pulse for client pipelines, Relay for compliant communication archiving, Ember for client questions — all auditable, all SOC 2.
Sector benchmark
Comms archived
Sector pressures
Pressure · 01Every email, text, and call must be archived and reviewable. Most tools weren't built for it.
Pressure · 02KYC, document collection, signature chasing — all manual.
Pressure · 03More time on paperwork than with clients.
Built for the regulators
SOC 1 + SOC 2
Audited annually
PCI-ready
Tokenized payments
FINRA-aligned
Comms archived
AML / KYC
Workflow templates
Sector use cases
Every Relay conversation immutable, searchable, exportable for review. Surveillance integrations included.
Document checklists, KYC flows, e-signature — clients self-serve, advisors approve.
Statement requests, beneficiary updates, scheduling — handled with audit trails. Advisors focus on planning.
The stack
Devon Ortiz
Head of Operations · Sundial Wealth
Customer spotlight
“Beleav passed our broker-dealer compliance review on the first pass. The audit team specifically called out the archiving model.”
Trusted across the sector
Keep exploring
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Beleav is the unified GTM-to-CS-to-ops stack purpose-built for SaaS. Lower CAC, higher NRR, less tooling tax.
OpenFor DTC + retail
Relay catches every DM and ticket, Muse runs the content engine, Ember handles WISMO at 3am. The retention stack DTC has been waiting for.
OpenFor clinics & health tech
Orbit books appointments with no-show prevention, Relay routes patient questions, Ember handles intake and reminders — all under a signed BAA.
OpenFor brokerages & agents
Pulse routes inbound from Zillow and your site, Orbit books showings, Harbor runs disclosures and signing, Ember replies to listing inquiries.
OpenGet started · For wealth, lending & insurance
SOC 2 Type II audited. SEC archiving partners pre-integrated.