Financial Services

Uncover expert insights on how AI in financial services is enhancing customer experience through virtual agents and driving measurable results.

Zoom Workplace

The Motley Fool's head of IT shares insights for succeeding in a hybrid world

4 min read

With so many different channels for communication, different business needs, and physical distance as a barrier, how can you best support a hybrid workforce?During our Hear from a Peer webinar, we sat down with Lawrence Morrisson, head of IT at The Motley Fool, an...

Financial Services

6 min read

The financial services industry isn’t what it used to be 10 years ago, or even five years ago. Whether it’s employees or customers, people now have high expectations for their experiences — and some institutions don’t have the infrastructure to keep up. Experience is now...

Financial Services

3 min read

It’s an omnichannel world, we’re just living in it. Today's customers want to choose how they engage with brands, whether it's by phone call, video meeting, instant message, or in-person interaction, making a seamless omnichannel experience vital for effective customer...

Customer Stories

Potential candidates interviewing via virtual recruiting

3 min read

Highly collaborative, people-centered, and always interested in taking employees and company goals to the next level, Capital One prioritizes helping its workforce stay efficient and productive, both inside and outside the office.As Capital One embraced video communications...

Financial Services

4 min read

With employees and clients alike opting for virtual communication, organizations with specific compliance requirements, like financial services institutions, can’t always rely on a paper trail to help regulated workers manage information. Regulated users — Zoom users in...

Financial Services

5 min read

With clients’ needs evolving, today’s wealth management firms have to acclimate traditional services — investment advice, estate planning, accounting, tax services, and more — for a new digital reality. Wealth management leaders know the right technology is no longer a...

Insights & Trends

How the World Connects: Why Half a Million Businesses Choose Zoom

5 min read

We help people stay connected so they can get more done together. Teams around the world use the entire Zoom platform to enable new ways of working, learning, providing healthcare, delivering services, hosting events, and empowering a hybrid workforce.Thanks to your...

Financial Services

3 min read

Digital collaboration used to be a novelty for the financial services industry. Known for its traditional office culture and paper-based processes, the industry suddenly had to find a new pace for change when it was tasked with operationalizing widespread remote work and...

Financial Services

5 min read

The financial services industry was once characterized by analog processes. The desktop phone was critical technology, paper contracts were a main form of communication, investment bankers used to fly from New York to London for one-hour meetings, and video was only a nice...

Financial Services

3 min read

Innovation and technology are part of Capital One’s DNA. This financial services leader has embraced digital transformation throughout its journey from startup to top-10 U.S. bank and considers it a priority to offer its employees the latest and greatest technology...

Customer Stories

2 min read

Check out our latest case study with the National Australia Bank (NAB), a leading innovator in the global financial services industry. An important element of NAB’s digital transformation focused on the updating of legacy technologies and adopting a cloud-first, multi-cloud...

Reports

Cloud Video Conferencing in Financial Services

4 min read

Note: This blog was modified 4/6/20 with an updated encryption reference.Cloud video conferencing adoption has gone mainstream, with 42.9% of organizations with more than 2,500 now using it, according to Nemertes’ recent study of visual communications and collaboration...

More on "Financial Services"

AI in financial services: Banking on the power of AI agents in customer experience

The Motley Fool's head of IT shares insights for succeeding in a hybrid world

Experience as a competitive advantage: our vision for modern financial services institutions

Personalizing Financial Services Client Engagement With Zoom Contact Center

Benefits of Virtual Recruiting at Capital One: More Diversity, Faster Hiring

What You Need to Know About Zoom’s Archiving Solution

Modernizing Wealth Management: The Technology Trends Evolving Advisor Work and Service Delivery

How the World Connects: Why Half a Million Businesses Choose Zoom

Financial Services CIOs Speak to Embracing New Ways of Working

Forecasting What’s Ahead for Digital Transformation Within Financial Services

5 Ways Zoom ‘Makes Life Easier’ for Capital One

How Zoom Has Been a 'Real Game-Changer’ for National Australia Bank

The Rise of Cloud Video Conferencing in Financial Services