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zoom-finance

One seamless and secure platform for today’s financial services institutions

Financial services organizations can use Zoom’s unified communication platform to enable flexible work, deliver innovative and personalized client services, and build out revenue-generating opportunities.

 

 
Trusted communications

Compliant client and team communications

Our secure unified communication platform helps financial services institutions build meaningful relationships, all with security and privacy controls that support compliance.

 

 
A range of possibilities

A new level of client engagement

From omnichannel services to on-site insurance claim handling, our video-first, flexible platform helps elevate traditional customer interactions and expand innovation.

 

 
Flexible ways of working

Flexible ways of working

Zoom’s flexible architecture is built with your employees’ needs in mind, including strategic solutions and features that enable employees to do their best work from anywhere.

 

Seamless and secure unified communications

Zoom’s comprehensive unified communications platform delivers innovative solutions that can easily scale and accommodate hybrid work models — all while supporting security, privacy, and compliance requirements.

From video banking to investor community events, provide enhanced client support from start to finish with Zoom’s dynamic unified communications platform, which is anchored by reliable, HD video and audio.

 

Collaboration technology that nurtures client loyalty

Whether you’re a small wealth management firm or one of the world’s largest banks, remove the complexity caused by multiple service providers while providing the personal touch today’s clients crave.

Zoom unifies video, phone, chat, and smart workspaces so you can stay connected with one platform. Compliance archiving and data loss prevention (DLP) integrations help support security and compliance without sacrificing the ease and speed of seamless collaboration.