Hire With Confidence.
Every Time.
Licenses verified. Backgrounds checked.
Compliance documented. Before they ever reach your desk.
Credentials verified
Faster time-to-hire
Compliance gaps
We understand regulated hiring
In financial services, every hire carries regulatory weight. We get it.
Built for regulated industries
Screening that understands compliance isn't optional.
ARIA
Compliant Screening
First-pass screening with built-in compliance checks. Only qualified, verifiable candidates move forward.
SCOUT
License & Credential Verification
Automated FINRA, state license, and credential verification. Background checks integrated.
SOPHIA
Executive Assessment
Leadership evaluation for senior advisors, managers, and executives. Assess judgment, not just credentials.
Custom Agents
Role-Specific
Underwriters, analysts, agents—build agents tailored to your specific roles and requirements.
Every check. Every candidate. Every time.
Compliance isn't a feature—it's the foundation. Every screening includes the verifications your regulators expect.
License Verification
Series 7, 63, 65, 66, state insurance licenses—automatically verified
Background Check Integration
Criminal, credit, and employment verification in one workflow
Audit-Ready Documentation
Complete records of every screening decision and verification
Continuing Education Tracking
Verify CE requirements are met before extending offers
SOC 2 Type II
Enterprise-grade security
256-bit Encryption
Data encrypted at rest & transit
FINRA Compatible
Built for broker-dealer compliance
Audit Trail
Complete decision documentation
Before Hello Recruiter
8-12 weeks from application to start date
Manual license verification via FINRA BrokerCheck
Scattered documentation across systems
Compliance gaps discovered after onboarding
Best candidates lost to faster competitors
With Hello Recruiter
3-4 weeks from application to start date
Automated license verification in real-time
Single audit-ready record for every candidate
Compliance verified before first interview
Move fast without cutting compliance corners
Lower cost-per-hire
Credentials verified
Compliance violations
Saved per hire
