Customer Stories

Financial Services

Maybank Securities (Thailand)

Maybank Securities (Thailand) transforms financial landscapes with the help of Zoom

Serving ultra-high net worth clients, Maybank Securities (Thailand) leaned on multiple Zoom solutions to optimise productivity and bring its distributed workforce together.

About Maybank Securities (Thailand) Public Company Limited

Industry: Financial Services

Solutions: 

  • Zoom Meetings
  • Zoom Phone

Challenges:

  • Maximising productivity with a sales force of 600 investment consultants
  • Inadequate data from the company’s previous system hindered insights into productivity drivers
  • Coping with industry disruptions driven by technology and evolving models
  • Moving beyond call volumes for more meaningful client engagements 

Benefits:

  • Increased sales through data-driven insights into client interactions
  • More resilience and competitiveness amid disruptions
  • Better alignment with business objectives
  • Seamless transition to remote work

A profound partnership extends beyond a mere software upgrade. It involves collaborative efforts during implementation, a shared portal, and a requisite amount of patience. The objective is to make sure the effective deployment of software tailored precisely to the client's needs, and that's the dynamic collaboration we share with Zoom.

Arapat Sangkharat

Chief Executive Officer of Maybank Securities (Thailand)

About Maybank Securities (Thailand) Public Company Limited

Industry: Financial Services

Solutions: 

  • Zoom Meetings
  • Zoom Phone

Challenges:

  • Maximising productivity with a sales force of 600 investment consultants
  • Inadequate data from the company’s previous system hindered insights into productivity drivers
  • Coping with industry disruptions driven by technology and evolving models
  • Moving beyond call volumes for more meaningful client engagements 

Benefits:

  • Increased sales through data-driven insights into client interactions
  • More resilience and competitiveness amid disruptions
  • Better alignment with business objectives
  • Seamless transition to remote work

A profound partnership extends beyond a mere software upgrade. It involves collaborative efforts during implementation, a shared portal, and a requisite amount of patience. The objective is to make sure the effective deployment of software tailored precisely to the client's needs, and that's the dynamic collaboration we share with Zoom.

Arapat Sangkharat

Chief Executive Officer of Maybank Securities (Thailand)

Maybank Securities (Thailand) has consistently claimed the top financial services position in Thailand for an impressive 16 consecutive years. Serving ultra-high net worth clients, the company is renowned for its focus on equity brokerage services with a bank-like identity.

Arapat Sangkharat, the chief executive officer of Maybank Securities (Thailand), joined the company with a vision of transforming it into a pioneering securities firm that could be capable of overcoming industry disruptions and evolving business models.

Zoom helps Maybank Securities (Thailand) connect employees across the globe and gain deeper insights with data

Maybank Securities (Thailand) strategically deployed multiple Zoom solutions to help navigate various challenges. Initially, the firm needed to bring its geographically dispersed workforce together during the COVID-19 pandemic, so it used Zoom Meetings to foster collaboration among its nearly 1,000 employees.

In addition to needing a virtual meetings solution, Maybank Securities (Thailand) also needed to optimise the productivity of its extensive sales force, comprised of almost 600 investment consultants. Without the right analytics, the team lacked the data-driven insights it needed to carve a path toward increased productivity.

Zoom Phone emerged as the solution that would best address the firm’s needs. Not only did Zoom Phone help support the company’s regulatory call recording compliance obligations, it provided invaluable data around client interactions. With the ability to track call metrics, analyze client engagements, and uncover patterns around productivity challenges, Maybank Securities (Thailand) enhanced its sales strategy and experienced a substantial boost in operational efficiency and overall productivity.  

Today, Maybank Securities (Thailand) uses Zoom Phone to handle more than 100,000 calls per month, and focuses on ensuring each call yields positive results, enhances client interactions, and drives a more significant share of the wallet.

A collaboration that goes beyond software implementation

Maybank Securities (Thailand)’s collaboration with Zoom helped to serve as a true catalyst for transformation in the ever-evolving landscape of financial services.

A profound partnership extends beyond a mere software upgrade. It involves collaborative efforts during implementation, a shared portal, and a requisite amount of patience. The objective is to make sure the effective deployment of software tailored precisely to the client's needs, and that's the dynamic collaboration we share with Zoom.

Arapat Sangkharat

Chief Executive Officer of Maybank Securities (Thailand)

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