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.
Build meaningful relationships
Transform client engagement
Build closer connections with your clients with a single, streamlined platform experience
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
Boost your bottom line
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
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
Expand your approach to networking with an all-in-one virtual event platform
Offer financial education classes for any skill level
Scale company all-hands or compliance trainings for a large audience
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
Essential integrations for engaging experiences
Streamline workflows by deploying integrations designed to support secure and compliant communications. From archiving to legal hold to eDiscovery to data loss prevention (DLP), these integrations help you meet regulatory requirements and bring preferred applications into the Zoom experience.
Meaningful connections on a global scale
Foster meaningful connections and seamlessly exchange information by deploying solutions optimized for relationship-building.
Global cloud phone coverage
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.
Innovative video communications
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.
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.
Zoom for financial services
Discover how to use Zoom to build closer customer and employee connections and future-proof your business.
Zoom Phone for financial services
Stories of customer innovation
Capital One relies on leading technology to connect global teams, hire faster, and create new solutions for its customers.
With Zoom’s intuitive platform, Nasdaq was able to simplify its communications and create a seamless user experience.
Ally Financial deployed Zoom to enable an agile, digital-first approach that improved customer and employee experience alike.
FINRA shares how Zoom lets their employees work from where they want to, on any device, all while meeting the needs of their high security profile.
Bridgewater Associates enabled effective collaboration during the pandemic with an innovative solution: outdoor Zoom Rooms.