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Built for finance

AI-native customer intelligence for finance

Unlock customer understanding for the entire organization all within one secure, scalable platform.

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Built for complex and highly regulated teams

Whether you’re navigating SOC 2, GDPR, or internal audit protocols, Dovetail delivers built-in compliance and traceability.

Navigating enterprise security & compliance in customer intelligence solutions

Ensure the safety and privacy of your proprietary and customer data with advanced security and compliance measures.

Enterprise security and compliance

You care about security, reliability, privacy, and compliance, and we do too. Explore our industry-leading compliance, advanced security, and visit our trust center to learn more.

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SOC 2 Type II

Our report confirms that our security policies and controls consistently adhere to the highest industry standards.


ISO 27001:2022

Dovetail is ISO 27001 certified, showing our commitment to the highest requirements of information security.


HIPAA

Dovetail’s HIPAA certification shows we are committed to protecting the privacy and security of sensitive health information.


GDPR & CCPA

Find more here, including information about our practices, Data Processing Agreement, and more.

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Responsible AI

Learn how Dovetail uses enterprise AI, how we source components, and how customer data is—and isn’t—used in our services.

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Turn insights into revenue—without costly delays

Empower every department to access and act on a unified view of the customer. From product to compliance, Dovetail helps reduce silos, minimize risk, and accelerate decision-making.

Trusted by leading financial services organizations

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