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.

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

  • 8 of the 10

    largest U.S. banks choose Zoom as their vendor of choice

  • 50%

    of financial services firms employ video chat for customer interactions today; another 44% expect to do so in the coming yearFrost & Sullivan

  • Over half

    of the world’s largest banks have chosen Zoom as their vendor of choice

Your communications platform for innovative client services & streamlined operations

  • Build meaningful relationships

    Transform client engagement

  • Improve employee experience

    Empower employees to do their best work from anywhere

  • Boost your bottom line

    Create revenue-generating opportunities

  • Host virtual events

    Customize investor and employee events

  • Build custom integrations

    Reimagine service offerings

Build closer connections with your clients with a single, streamlined platform experience

Zoom Meetings Icon

Zoom Meetings

Personalize client interactions with HD video and audio, using cloud recording for faster follow-up

Zoom Phone Icon

Zoom Phone

Keep one corporate number for all client communications

Zoom Rooms Icon

Zoom Rooms

Greet in-person clients with the Virtual Receptionist Kiosk or use digital signage for virtual appointment scheduling and check-in

Zoom Apps Icon

App Marketplace

Secure client information and enable compliance with easy-to-deploy archiving and DLP integrations

Improve employee experience

Give your team the ability to embrace flexible work with easy-to-use, video-first communication solutions

Zoom Meetings Icon

Zoom Meetings

Create inclusive, equitable collaboration across your distributed workforce

Zoom Phone Icon

Zoom Phone

Enable flexible phone communications with availability on any device and support enhanced mobility for on-the-go workers

Zoom Rooms Icon

Zoom Rooms

Elevate team meetings through engaging, hybrid workspaces and inclusive features like Smart Gallery

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Zoom Team Chat

Communicate quickly through instant messaging

Boost your bottom line

Deploy innovative, omnichannel client services that instill authentic customer loyalty and grow the business

Zoom Meetings Icon

Zoom Meetings

Elevate traditional advisor sessions and make planning more interactive with features like in-meeting file sharing and Zoom Apps

Zoom Phone Icon

Zoom Phone

Connect with clients around the globe with domestic calling in 45+ countries and territories

Zoom Contact Center Icon

Zoom Contact Center

Support clients with face-to-face virtual banking and quick and effective customer support

Zoom Team Chat Icon

Zoom Team Chat

Provide real-time updates to clients, sharing important files in the blink of an eye

Host virtual events

Connect with your community and expand engagement with employees, clients, and investors alike

Zoom Events Icon

Zoom Events

Expand your approach to networking with an all-in-one virtual event platform

OnZoom

OnZoom

Offer financial education classes for any skill level

Zoom Webinars

Zoom Webinars

Scale company all-hands or compliance trainings for a large audience

Zoom Meetings Icon

Zoom Meetings

Create a safe and engaging environment to host regular syncs with shareholders

Build powerful integrations or video-first banking apps with our intuitive developer platform

APIs

Enable a tighter integration of workstreams with Zoom APIs

SDKs

SDKs

Develop Zoom functionality within third-party apps with Video and Meeting SDKs

Webhooks

Webhooks

Automate operational and administrative workflows with Zoom webhooks

Seamless and secure unified communications

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.

Why Zoom for Financial Services
Collaboration technology that nurtures client loyalty

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.

Explore Integrations

Stories of customer innovation

Capital One relies on leading technology to connect global teams, hire faster, and create new solutions for its customers.

Capital One Watch the Video
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With Zoom’s intuitive platform, Nasdaq was able to simplify its communications and create a seamless user experience.

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Ally Financial deployed Zoom to enable an agile, digital-first approach that improved customer and employee experience alike.

Ally Financial Read the Story
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FINRA shares how Zoom lets their employees work from where they want to, on any device, all while meeting the needs of their high security profile.

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Bridgewater Associates enabled effective collaboration during the pandemic with an innovative solution: outdoor Zoom Rooms.

Bridgewater Associates Watch the Video
Solutions
Discover More Stories
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  • Ally Financial Logo
  • FINRA Logo
  • Bridgewater Associates Logo

Get started with Zoom

Small Firms & Institutions

Start using Zoom at

$14.99/ per month, up to nine licenses

Businesses & enterprises

Learn about our prepaid packages for mid-sized, large, and enterprise organizations