- Financial Services
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.
8 of the 10
largest U.S. banks choose Zoom as their vendor of choice
of financial services firms employ video chat for customer interactions today; another 44% expect to do so in the coming yearFrost & Sullivan
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
Personalize client interactions with HD video and audio, using cloud recording for faster follow-up
Keep one corporate number for all client communications
Secure client information and enable compliance with easy-to-deploy archiving and DLP integrations
Give your team the ability to embrace flexible work with easy-to-use, video-first communication solutions
Create inclusive, equitable collaboration across your distributed workforce
Enable flexible phone communications with availability on any device and support enhanced mobility for on-the-go workers
Communicate quickly through instant messaging
Deploy innovative, omnichannel client services that instill authentic customer loyalty and grow the business
Elevate traditional advisor sessions and make planning more interactive with features like in-meeting file sharing and Zoom Apps
Connect with clients around the globe with domestic calling in 45+ countries and territories
Provide real-time updates to clients, sharing important files in the blink of an eye
Connect with your community and expand engagement with employees, clients, and investors alike
Expand your approach to networking with an all-in-one virtual event platform
Offer financial education classes for any skill level
Scale company all-hands or compliance trainings for a large audience
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
Meaningful connections on a global scale
Foster meaningful connections and seamlessly exchange information by deploying solutions optimized for relationship-building.
Global cloud phone coverage
Meet your clients’ needs, wherever they are in the world. Zoom Phone offers global coverage with local dialing codes in 45+ countries and territories, plus flexible options to extend your geographic reach further.
Innovative video communications
Elevate your phone calls to video: talk through a new loan process face-to-face, walk through presentations on updates to a claims process, or add a personal touch to a portfolio review — all in a secure environment you can engage with from home, the office, or on the road.
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.
Your Zoom for financial services questions, answered
Find resources to help you explore how Zoom’s unified communication platform could benefit your financial services organization.
Zoom for financial services
Discover how to use Zoom to build closer customer and employee connections and future-proof your business.
Zoom Phone for financial services
How Zoom Phone can help your financial services institution deliver a quality, reliable experience.
Stories of customer innovation
Capital One relies on leading technology to connect global teams, hire faster, and create new solutions for its customers.
With Zoom’s intuitive platform, Nasdaq was able to simplify its communications and create a seamless user experience.
Ally Financial deployed Zoom to enable an agile, digital-first approach that improved customer and employee experience alike.
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.