Zoom for Financial Services

    Increase productivity and reduce costs with secure, frictionless video communications

    Transform your workforce

    Zoom’s cloud-based video communications solution is easy to deploy, manage, and scale. Now financial institutions can bring together global teams and offer high-touch customer service with high-quality, reliable, and easy-to-use video communications.

    Zoom solutions for financial services

    Boost productivity

    Drastically reduce travel costs with virtual meetings, recruiting, and compliance training.

    Maximize your resources

    Utilize resources and hardware you already have; expand your capabilities and customer offerings.

    Expand customer services

    Increase customer engagement and satisfaction with real-time video communications.

    Capabilities that enhance the way people work


    HD Video and Audio

    Exceptional clarity and quality for meetings, town halls, quarterly business reviews, and webinars.


    Security and encryption

    Multi-layer security with 256-bit AES encryption, data sovereignty, and role-based access control.


    Integrations and compliance

    Zoom integrates with Smarsh and Global Relay compliance archiving solutions, and Salesforce.


    Enhanced collaboration features

    Collaborate with colleagues and customers by annotating directly on the shared screen so that notations are visible to all attendees.


    Any device and operating system

    Consistent high-quality video allow meeting participants to join virtually, from any device, boosting attendance and engagement.


    Accessibility for all participants

    Ensure that everyone can participate equitably with closed captioning and keyboard shortcuts.

    Improve internal communications

    Reduce travel costs and encourage collaboration across departments and teams, for meetings, global collaboration sessions, recruiting, and compliance training on video.

    Watch how FINRA uses Zoom for team collaboration across the organization.

    Offer engaging customer experiences

    Meet the growing demand for consumer digitization and build customer trust, loyalty, and satisfaction with personalized face-to-face meetings, support, and video banking services.

    Read this white paper by Frost & Sullivan that examines how video collaboration technologies are changing financial services.

    Collaborate with partners and external advisors

    Build trust and engagement with partners and external advisors across the globe with video communications.

    See how Zoom has improved Nasdaq’s client engagement with face-to-face video meetings.

    “In the case of Zoom, we actually get active people coming up and saying, ‘Hey, this is awesome. This has really been a real game-changer for my business unit.”

    Trent Harris Head of Collaboration and Unified Communications for NAB

    Organizations that love Zoom

    Start Zooming today!