Video solutions for the financial sector

Improve customer experience

Engage your clients with video meetings for a more authentic interaction than phone meetings, building stronger relationships. Give your customers more flexibility to meet where they want, how they want, reducing the need to travel to a local branch.

• accelerate sales cycles
• improve loan processing times
• increase user satisfaction
• reduce the time needed to address a customer’s concerns or questions

Pexip allows your clients to easily join a video meeting, regardless of where they are and what systems they are using. Financial advisors can continue to use their own enterprise video conferencing tools such as Microsoft Teams, Skype for Business, Google Hangouts Meet, or dedicated video conferencing systems. Clients can join plugin-free using their web browser, or via the Pexip app on their laptop or mobile device. Pexip makes it easy for all parties to join using the workflows they already know.

With Pexip, you can easily adapt the platform to comply with existing regulations and requirements. The entire video conferencing platform can be deployed and used within a secure environment, allowing your organization to control your data at all times.

To mitigate issues such as insider trading,  organizations can separate departments’ information in a number of ways, from PIN-protecting meetings to completely separate deployments within the same data center.

Financial organizations have integrated Pexip into a secure, logged-in web page within their company website, allowing their customers to access meetings while maintaining their company's branding.This customization not only maintains the security of the platform and provides an easy joining experience, but it also provides a sense of security to end users.