- 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.

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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
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.