💰 One seamless, secure platform for financial institutions

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.

largest U.S. banks choose Zoom as their vendor of choice

of financial services firms employ video chat for customer interactions today; another 44% expect to do so in the coming year

Frost & Sullivan

of the world’s largest banks have chosen Zoom as their vendor of choice

Your communications platform for innovative client services & streamlined operations

Build meaningful relationships

Transform client engagement

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

Improve employee experience

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

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

Boost your bottom line

Create revenue-generating opportunities

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

Host virtual events

Customize investor and employee events

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 custom integrations

Reimagine service offerings

Build powerful integrations or video-first banking apps with our intuitive developer platform

APIs

Enable a tighter integration of workstreams with Zoom APIs
Video SDKs

Develop Zoom functionality within third-party apps with Video and Meeting SDKs
Webhooks

Automate operational and administrative workflows with Zoom webhooks

Meaningful connections on a global scale

Foster meaningful connections and seamlessly exchange information by deploying solutions optimized for relationship-building.

Meet your clients' needs, wherever they are in the world. Zoom Phone offers global coverage with local dialing codes in 45+ countries and territories, plus flexible options to extend your geographic reach further.

Learn About Phone

Elevate your phone calls to video: talk through a new loan process face-to-face, walk through presentations on updates to a claims process, or add a personal touch to a portfolio review — all in a secure environment you can engage with from home, the office, or on the road.

Learn About Meetings

Scale to 50,000 attendees with video webinars for compliance trainings, company-wide all hands, and conferences.

Learn About Webinars

Zoom Compliance Manager powered by Theta Lake

Comprehensive communications compliance solution for archiving, e-Discovery, legal hold, risk management and data governance.

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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.

Why Zoom for Financial Services

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.

Explore Integrations

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.

Discover how to use Zoom to build closer customer and employee connections and future-proof your business.

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How Zoom Phone can help your financial services institution deliver a quality, reliable experience.

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Zoom’s comprehensive platform meets the dynamic needs of financial institutions looking to connect with customers and provide more unifying financial experiences.

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Security, privacy, & compliance