Use Case – Financial Industry
Meet Your Clients With Confidence
An Effective Meeting Solution for Financial Services
Clear, consistent communication is the cornerstone of the financial services industry. It’s necessary for building trust, making intelligent decisions, and staying abreast of the constantly changing financial landscape. However, there are a number of obstacles to great communication:
- Phone calls don’t transmit visual data, making it difficult to convey complex information including graphs or reports.
- Email entails a delay between responses and typically requires a lot of back and forth for decision-making.
- Face-to-face meetings are costly and time consuming and may not occur as often as all parties would prefer.
Veeting Rooms web video meeting and collaboration services overcome these obstacles by improving the efficiency of communication with internal and external stakeholders.
Enjoy High Touch Client Relationships
Strengthen existing client relationships and build new ones using online video meetings for consultation and education. Share reports and analyses, use screen-sharing to explore real-time data, and leverage all our presentation tools to ensure clients can make well-informed decisions. After each meeting, participants automatically receive emailed copies of all uploaded documents, spreadsheets, and notes for future reference.
Engage with Staff and Improve Service
Veeting Rooms are accessible to all of the employees in your central office and:
- At remote or satellite offices (even internationally)
- At home offices or co-working locations
- Embedded at partner or client facilities
- On the road
Multiple teams can use this secure and confidential service throughout the day. With no limit on the length or frequency of meetings, our web conferencing solution can be used to communicate with traders and agents about client needs and investment opportunities. You can also introduce new team members to one another in a friendly online environment to build rapport, and share training presentations and other orientation materials with ease.
We Provide Everything Financial Services Firms Want
At Veeting Rooms, we’ve queried our customers about what’s most important to them. We’re pleased to report that we excel at delivering exactly what businesses like yours are asking for:
- High security, privacy, and confidentiality: Our servers are exclusively located in Switzerland where strong data privacy laws safeguard you and your clients. End-to-end encryption and multiple layers of security protect against intrusion.
- Excellent quality and rich feature set: Our high definition video and clear audio along with screen sharing and additional features support outstanding communication.
- Simple and easy to use: Veeting Rooms provide low-cost collaboration using only standard web browser software and the built-in camera and microphone in laptops and smart devices. Participants other than the administrator do not need to set up an account to join a meeting. Schedule a virtual meeting today to give our solution a try!
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