One seamless and secure platform for today’s financial services institutions

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.

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  • Shield with lock
    Compliant client and team communications

    Our secure unified communication platform helps financial institutions build meaningful relationships, all with security, privacy, compliance and other advanced enterprise capabilities.

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    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.

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    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.

8 of the 10
largest U.S. banks choose Zoom as their vendor of choice
50%
of financial services firms employ video chat for customer interactions today; another 44% expect to do so in the coming year
Frost & Sullivan
Over half
of the world’s largest banks have chosen Zoom as their vendor of choice
Your communications platform for innovative client services & streamlined operations

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.

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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.

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.

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Stories of customer innovation

Get started with Zoom

Small firms & institutions

Start using Zoom at

$15.99 /per month, up to nine licenses
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Businesses & enterprises

Learn about our prepaid packages for mid-sized, large, and enterprise organizations

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