- Industries
- 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.
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 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
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.
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8 of the 10
largest U.S. banks choose Zoom as their vendor of choice
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50%
of financial services firms employ video chat for customer interactions today; another 44% expect to do so in the coming yearFrost & Sullivan
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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
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Build meaningful relationships
Transform client engagement
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Improve employee experience
Empower employees to do their best work from anywhere
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Boost your bottom line
Create revenue-generating opportunities
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Host virtual events
Customize investor and employee events
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Build custom integrations
Reimagine service offerings
Build closer connections with your clients with a single, streamlined platform experience
Zoom Meetings
Personalize client interactions with HD video and audio, using cloud recording for faster follow-up
Zoom Phone
Keep one corporate number for all client communications
Zoom Rooms
Greet in-person clients with the Virtual Receptionist Kiosk or use digital signage for virtual appointment scheduling and check-in
App Marketplace
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
Zoom Meetings
Create inclusive, equitable collaboration across your distributed workforce
Zoom Phone
Enable flexible phone communications with availability on any device and support enhanced mobility for on-the-go workers
Zoom Rooms
Elevate team meetings through engaging, hybrid workspaces and inclusive features like Smart Gallery
Zoom Team Chat
Communicate quickly through instant messaging
Deploy innovative, omnichannel client services that instill authentic customer loyalty and grow the business
Zoom Meetings
Elevate traditional advisor sessions and make planning more interactive with features like in-meeting file sharing and Zoom Apps
Zoom Phone
Connect with clients around the globe with domestic calling in 45+ countries and territories
Zoom Contact Center
Support clients with face-to-face virtual banking and quick and effective customer support
Zoom Team Chat
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
Zoom Events
Expand your approach to networking with an all-in-one virtual event platform
OnZoom
Offer financial education classes for any skill level
Zoom Webinars
Scale company all-hands or compliance trainings for a large audience
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
Meaningful connections on a global scale
Foster meaningful connections and seamlessly exchange information by deploying solutions optimized for relationship-building.
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.
Stories of customer innovation
Capital One relies on leading technology to connect global teams, hire faster, and create new solutions for its customers.
Ally Financial deployed Zoom to enable an agile, digital-first approach that improved customer and employee experience alike.
Bridgewater Associates enabled effective collaboration during the pandemic with an innovative solution: outdoor Zoom Rooms.
