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.
Transform client engagement
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
Greet in-person clients with the Virtual Receptionist Kiosk or use digital signage for virtual appointment scheduling and check-in
Secure client information and enable compliance with easy-to-deploy archiving and DLP integrations
Empower employees to do their best work from anywhere
Give your team the ability to embrace flexible work with easy-to-use, video-first communication solutions
Enable flexible phone communications with availability on any device and support enhanced mobility for on-the-go workers
Elevate team meetings through engaging, hybrid workspaces and inclusive features like Smart Gallery
Create revenue-generating opportunities
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
Support clients with face-to-face virtual banking and quick and effective customer support
Customize investor and employee events
Connect with your community and expand engagement with employees, clients, and investors alike
Reimagine service offerings
Build powerful integrations or video-first banking apps with our intuitive developer platform
Foster meaningful connections and seamlessly exchange information by deploying solutions optimized for relationship-building.
Find resources to help you explore how Zoom’s unified communication platform could benefit your financial services organization.
