Approved Vendor

Video Communications for Financial Services Professionals

Meet face-to-face with clients, vendors, and team members from anywhere, anytime on any device.

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The discount code applies to new purchases and services only. If you don’t see the discount applied in the top order summary, click the “apply” button on the bottom right to ensure the coupon is applied before checkout. If you have an existing paid Zoom account, please email and copy with your Zoom account number and reference discount code "symmetryfinancial-zoom" to apply the discount (the discount will be applied for future billing).

Face-to-face client experience

Build rapport and establish trust with new and existing clients faster and more efficiently.

Screen sharing

Walk your client through their portfolio, highlight trends in the market, and review vital content.

Accelerate decision-making

Bring the right people together to accelerate decision making, no matter where they are located.

User-friendly technology

Simple for your clients and team members to join and participate in meetings.

Any device and operating system

Consistent high-quality video allows meeting participants to join virtually, from a computer or any mobile device.

Security and encryption

Multi-layer security with 256-bit AES encryption, data sovereignty, and role-based access control.

About Zoom

Zoom is the leading provider of secure video communication services, featuring flawless video, integrated audio, wireless content sharing, and instant chat. With consistent and reliable high-quality, even in low-bandwidth environments, financial services professionals and brokerages can offer white glove customer service with high-quality, reliable, and easy-to-use video communications.