Polycom Solutions for Financial Services

Bring financial services expertise to your customers. Anywhere. Polycom video, voice and content solutions offer a competitive advantage for the way you deliver services.

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Branch Communications

Transform your branches into vibrant sales channels.

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Branch Communications

Through video, voice and content sharing, turn your branches into powerful sales and customer service channels without having to add additional staff onsite.

What you can do

  • Increase branch services for customers
  • Create more personalized consultations
  • Conduct loan application meetings via video
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Family Office/High Net Worth

Deliver high-touch services to elite clientelle.

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Family Office/High Net Worth

Your most affluent clients expect exceptional, personalized service on demand. Meet them where they are via Polycom video, voice and content sharing solutions.

What you can do

  • Make experts available anywhere/anytime
  • Create highly personalized consultations at the client's convenience
  • Be present for client's most important decisions
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Video Trading/Morning Call

Broadcast morning call live or on-demand.

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Video Trading/Morning Call

For your trader's morning call, Polycom video, voice and content sharing solutions enable you to broadcast the call live or on-demand. Record and archive sessions for replay to increase productivity throughout the day.

What you can do

  • Prepare morning calls ahead of time
  • Record sessions for replay
  • Share via voice, video or wireless

Resources

Put the face back into financial services

Discover how financial services organisations can become more agile to ensure they keep ahead of the FinTech revolution

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Customers

"Polycom has absolutely made us more productive and efficient. More importantly, we’ve been able to improve the quality of life for our employees by reducing travel time while making a positive impact on our environment."

- Dan Darling, CIO, TBS Inc