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Collaboration for Financial Services

Innovate and transform financial services

Non-traditional competitors including online retailers are motivating banks, commercial lenders, and other financial institutions to adopt digital strategies that attract younger customers. Improve customer and employee relationships with collaboration technology.

Embrace technology and attract customers

Financial services companies are adopting customer-centric banking and investing technologies. This satisfies increasing customer demand for secure options, from online banking to collaborative tools like video conferencing. Improves efficiencies while reducing risks.

  • 79%
    of financial digital leaders encourage the cross-pollination of digital ideas.

    Roubini ThoughtLab, 2017
  • 80%
    of financial services companies are investing in new digital technologies.

    Accenture, 2017
  • 2/3
    of study respondents expect technology to have the greatest impact on the financial industry.

    Deloitte, 2017

Improve efficiency and expand services

Secure customer loyalty

Customers want faster responses and personalized care. In the financial services sector, where speed and security are crucial, collaboration options differentiate companies.

Promote teamwork

Conferencing tools simplify collaborating with clients and co-workers. Interacting face-to-face with customers, business partners, and colleagues improves meetings and efficiency.

Build trust with better communication

Financial services teams benefit from unified communications, from desktop collaboration to conference rooms. Customers and clients expect options that expedite transactions.

Video calls simplify communication

"Before, arranging video meetings at external locations meant relying on external videoconferencing service providers. Now, we have a worry-free way to collaborate with partners and member firms."

Frank Calderon, FINRA