Compliant payments for financial services

Meet FCA and PCI requirements simultaneously. Process payments securely across banking, lending, and advisory services without card data ever touching your systems.

Industry Challenges

The payment risks in financial services

Dual FCA and PCI obligations, insider fraud risk, and complex payment workflows demand purpose-built solutions — not generic card terminals.

FCA Compliance Complexity

Financial services face some of the strictest regulatory requirements in the UK. Meeting FCA conduct rules, consumer duty obligations, and PCI DSS simultaneously creates a compliance landscape that generic payment tools cannot navigate.

Fraud and Insider Threat

Phone-based payments in financial services are a prime target for fraud. Agents handling card data create an insider threat vector that is difficult to monitor, especially across large or outsourced contact centre teams.

Complex Payment Workflows

Financial services often require multi-step payment processes — partial payments, split transactions, instalment schedules, and recurring billing — all of which must remain fully compliant at every stage.

Audit Trail Demands

Regulators demand complete, tamper-proof records of every transaction. Manual payment processes make it difficult to maintain the detailed audit trails that FCA compliance teams and external auditors require.

How Paytia Helps

Purpose-built for financial services

Every feature addresses the unique regulatory and security demands of the financial sector.

DTMF Masking Technology

Proprietary technology replaces keypad tones in real time. Agents process payments across all financial products without hearing or seeing card data — eliminating the insider threat entirely.

FCA-Ready Compliance

Designed to meet FCA conduct and Consumer Duty requirements alongside PCI DSS. Dual compliance from a single integration, with evidence trails that satisfy both regulatory frameworks.

Zero Card Data Exposure

Card data never enters your environment. No agent, no system, no call recording ever contains payment credentials — removing the entire attack surface from your financial services operation.

Complete Audit Trail

Every transaction is logged with full audit history including timestamps, agent IDs, and payment outcomes. Demonstrate compliance to FCA and PCI auditors with detailed, tamper-proof records.

SCA and 3D Secure

Strong Customer Authentication built in. Paytia supports 3D Secure and other SCA methods required under PSD2 for secure card-not-present transactions in financial services.

Multi-Gateway Support

Process through your existing payment gateway — Stripe, Worldpay, Barclaycard, Adyen, and more. Integrate with your current treasury and reconciliation systems without switching providers.

FCA

Compliant

Level 1

PCI certified

Zero

Card data exposure

Complete

Audit trail

Benefits

Why financial services choose Paytia

Dual FCA and PCI DSS compliance from a single integration

Zero insider threat — agents never access card data

Complete audit trail satisfies FCA and PCI auditors

SCA and 3D Secure support for PSD2 compliance

Call recordings remain compliant without pausing or redaction

Works with existing payment gateways and treasury systems

API integration with CRM and back-office reconciliation

Scales across contact centres, branches, and remote staff

FAQ

Common questions

How does Paytia help with FCA Consumer Duty?

By removing card data from agent interactions, Paytia reduces the risk of consumer harm from data breaches. The complete audit trail demonstrates that your payment processes are designed with consumer protection at the core — a key Consumer Duty requirement.

Can Paytia handle payments for regulated financial products?

Yes. Paytia processes payments across lending, insurance, investment, and advisory services. The platform handles the payment capture securely while your systems manage the regulatory product logic.

How does DTMF masking work with call recording?

Call recordings continue as normal, but the DTMF tones containing card data are replaced with flat tones in real time. Your recordings are fully compliant — no need to pause recording or redact card details afterwards.

What about Strong Customer Authentication requirements?

Paytia supports 3D Secure authentication as part of the payment flow. When SCA is required, the customer completes the authentication challenge on their phone during the call without interrupting the conversation.

Can we integrate Paytia with our existing CRM and back-office systems?

Yes. Paytia provides APIs and webhooks that integrate with CRM platforms, treasury systems, and back-office reconciliation tools. Payment data flows into your existing workflows without manual re-keying.

Ready to secure payments in financial services?

See how Paytia delivers FCA and PCI compliance in a single integration. Book a personalised demo with our team.