Polycom^® Financial Services Solutions

Branch-Level Communications

Bank customers prefer to seek service and product information by physically visiting branch locations. Many banks, however, are saddled with an obsolescent branch infrastructure that is poorly aligned with their sales goals. Polycom's real-time collaboration between branch offices and headquarter locations can facilitate a new era of customer service that includes distance learning, remote experts, and more timely and actionable corporate communications. This collaborative environment can ultimately transform the obsolescent branch into a vibrant sales channel that is more responsive and able to offer more products and services, such as access to remote experts.

Polycom Voice Solutions – For enterprises, IP telephony allows high-quality, reliable communications between global offices at a fraction of the cost of traditional analog lines. HD Voice also helps with global finance issues like cultural differences, and language barriers. The ability to be heard clearly and concisely is key to ensuring accuracy and comprehension.

Polycom Telepresence Solutions – Finance is using HD video in a number of ways. In addition to reducing business costs, HD video has become an essential component of training departments and is becoming more of a customer interface in branch offices, in the form of kiosks. HD content (lively presentations, videos, for example) improves retention in meetings and better-trained employees. Further, Polycom Loss Packet Recovery™ and H.264 High Profile technologies optimize image quality at lower costs and even in low-bandwidth areas.

Polycom Recording and Streaming Solutions – Polycom Recording and Streaming solutions enable banks to create, manage and deliver real-time and multiple forms of content to reach branch locations regardless of point of access (conference room, desktop, streaming). This enables a comprehensive and visually compelling communication strategy that spans executive and corporate communications, training, and shared knowledge across the organization.

Polycom Infrastructure Solutions – Designed to increase user adoption of video collaboration tools and maximize ROI, Polycom conference platforms deliver unmatched performance, flexible resource optimization, and high-quality user experiences to all parts of your organization. For HR applications where large numbers of people need to connect at one time, a solid infrastructure and bridging solution is essential. Recording and archiving options help distribute communications more widely and can help meet compliance needs for certain industries.

Polycom Professional and Support Services – As investments in IT resources decline, internal staff are often faced with shortages in bandwidth and/or technology-specific expertise. In addition, geographically dispersed collaboration solutions make it difficult to effectively deploy and support these technologies. By utilizing Polycom's global network of industry and technology experts, financial institutions receive assistance with the assessment, planning, implementation, and support of new technology, at a fraction of the cost of additional, internal headcount.

High-Net-Worth Customers

Financial institutions are changing from being "transaction specialists" to becoming "relationship managers"—experts and counselors in an expanded set of complex areas, such as tax and retirement planning and estate planning. High-net-worth clients and the mass affluent market are migrating to firms that can articulate and deliver world-class advice and guidance. Polycom provides these customers with real-time access to financial experts and to elite services that meet their high expectations.

Polycom Telepresence Solutions – Instead of an in-person meeting, any video conference with a high-net-worth customer must be as close to "in-person" as possible. Polycom HD audio, video and content solutions provide life-like meetings with remote experts from all over the globe, thus removing the need for travel. Further, Polycom Loss Packet Recovery™ and H.264 High Profile technologies optimize image quality at lower costs and even in low-bandwidth areas.

Polycom Immersive Telepresence Solutions – Ideal for the financial industry where deals in the billions of dollars are conducted on a daily basis, immersive telepresence is what drives many face-to-face interactions between executives with high-net-worth customers in finance. These solutions are ideal for introducing high-net-worth customers to financial experts throughout the bank, regardless of location, in a face-to-face environment.

Polycom Infrastructure Solutions – Designed to increase user adoption of video collaboration tools and maximize ROI, Polycom conference platforms deliver unmatched performance, flexible resource optimization, and high quality user experiences to all parts of your organization. For HR applications where large numbers of people need to connect at one time, a solid infrastructure and bridging solution is essential. Recording and archiving options help distribute communications more widely and can help meet compliance needs for certain industries.

Polycom Security and Remote Access – Polycom Video Border Proxy™ (VBP™) NAT/Firewall traversal solutions remove communication barriers and allow teams to collaborate more effectively over video. Supplanting or integrating with existing firewalls to provide a trusted route for remote users into room and personal telepresence and traditional video conferences, the Polycom VBP solution also optimizes video quality by prioritizing video traffic over data traffic and providing both shortest-path routing and traffic shaping.

Polycom Professional and Support Services – As investments in IT resources decline, internal staff are often faced with shortages in bandwidth and/or technology-specific expertise. In addition, geographically dispersed collaboration solutions make it difficult to effectively deploy and support these technologies. By utilizing Polycom's global network of industry and technology experts, financial institutions receive assistance with the assessment, planning, implementation, and support of new technology, at a fraction of the cost of additional, internal headcount.

Morning Call/Squawk Box

A morning call is a tradition in the financial industry in which market research and other relevant information is broadcast to traders and brokers prior to the opening bell. Polycom solutions allow the call to be broadcast over voice, video, or wireless solutions. Recorded and archived sessions can be replayed throughout the day, increasing productivity through content sharing.

Polycom Voice Solutions – For enterprises, IP telephony allows high-quality, reliable communications between global offices at a fraction of the cost of traditional analog lines. Polycom HD Voice™ technology also helps with trading floor issues such as language barriers and increased trading floor noise. The ability to be heard clearly and concisely is key to ensuring accuracy and comprehension.

Polycom Telepresence Solutions – Finance is using HD video in a number of ways. In addition to reducing business costs, HD video is also becoming a critical component of financial trading floors, replacing traditional audio only conversations. HD video and content (presentations, videos, for example) enhance audio-only calls, improving overall information retention among traders. Further, Polycom Loss Packet Recovery™ and H.264 High Profile technologies optimize image quality at lower costs and even in low-bandwidth areas.

Polycom Recording and Streaming Solutions – Polycom Recording and Streaming solutions enable trading floor operations to create, manage and deliver real-time or multi- content to reach branch locations, trading floor traders, and associated operations regardless of point of access (conference room, desktop, streaming). This enables a more robust distribution and recording of timely market data.

Polycom Infrastructure Solutions – Designed to increase user adoption of video collaboration tools and maximize ROI, Polycom conference platforms deliver unmatched performance, flexible resource optimization, and high quality user experiences to all parts of your organization. For global financial organizations where large numbers of people need to connect at one time, a solid infrastructure and bridging solution is essential.

Polycom Video Content Management Solutions – Polycom Video Content Management solutions enable financial institutions to create, manage, and deliver live and on-demand streaming video, including captured video conference sessions, that employees can view online from anywhere and at any time.

Polycom Professional and Support Services – As investments in IT resources decline, internal staff are often faced with shortages in bandwidth and/or technology-specific expertise. In addition, geographically dispersed collaboration solutions make it difficult to effectively deploy and support these technologies. By utilizing Polycom's global network of industry and technology experts, financial institutions receive assistance with the assessment, planning, implementation, and support of new technology, at a fraction of the cost of additional, internal headcount.