Zoom for Financial Services

Increase productivity and reduce costs with secure, frictionless video communications

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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 complete end-to-end 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.