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SHAKEN/STIR for Financial Advisory Firms

What is SHAKEN/STIR?

SHAKEN (Signature-based Handling of Asserted Information using toKENs) and STIR (Secure Telephone Identity Revisited) are FCC-mandated protocols developed to combat spam and robocalls by verifying caller identity. SHAKEN/STIR helps ensure that legitimate calls from financial advisory firms are not mislabeled as spam, improving call answer rates and overall communication reliability with clients.

How SHAKEN/STIR Works for Your Calls

When your calls are sent through the SHAKEN/STIR framework, the following occurs:

• Caller ID Authentication: SHAKEN/STIR digitally verifies each call, allowing carriers to confirm that the displayed caller ID matches the actual caller’s information.
• Trust Indicators: Based on SHAKEN/STIR verification, carriers may show a “Caller Verified” label to recipients, letting clients know your call is legitimate.
• Reputation Management: SHAKEN/STIR attestation is used by call analytics to classify calls. Verified calls are more likely to ring through as “Caller Verified” instead of being labeled “Potential Spam” or blocked.

Benefits of SHAKEN/STIR for Financial Advisory Firms

• Improved Answer Rates: Verified calls increase the chances of clients answering by providing a trustworthy indicator.
• Reduced Spam Labeling: SHAKEN/STIR verification helps ensure that your calls are recognized as legitimate.
• Protection Against Caller ID Spoofing: The SHAKEN/STIR framework prevents unauthorized use of your caller ID, safeguarding your firm’s reputation.

How to Implement SHAKEN/STIR with LeadCenter

To benefit from SHAKEN/STIR, ensure that your phone numbers registered with LeadCenter are enrolled in the SHAKEN/STIR framework:

1. Contact LeadCenter Support: To activate SHAKEN/STIR, email support@leadcenter.ai. Our team will assist with the setup process to ensure your numbers are registered for verification.
2. Verification Process: Once enabled, SHAKEN/STIR will automatically verify your outgoing calls. There are no additional steps needed on your end after activation.
3. Monitor Call Success: With SHAKEN/STIR active, monitor your call answer rates for improvement and reach out if you have any questions or need assistance with call reputation.

For any questions on SHAKEN/STIR setup or to activate it on your numbers, contact us at support@leadcenter.ai.