Solutions for the Financial Industry
Whether you work for a national commercial bank or a large, global investment firm, you need to communicate with internal teams, investors, customers, partners and other financial companies. Staying ahead of market trends, customer demands and the competition is the key to your success. But how can you do that when the people you need to meet with are around the country or the world?
Stay connected and Create Better Relationships
We give you comprehensive audio, web and video conferencing services that you can use for everyday meetings where you review contracts and discuss strategies and high-profile events in which you make corporate announcements or train employees on new federal regulations. We have more services supported by our years of experience that you can use to better manage relationships and stay connected with the people who are critical to getting your job done.
Meet quickly and easily with anyone in the World
Our solutions for the financial industry are tailored to help you improve your communication and stay on top of your clients' and colleagues' needs. Building relationships with shareholders, finalizing strategies and making quick decisions require tools that let you meet easily, on a moment's notice, with anyone in the world. With our audio, web and video conferencing services, you can:
- Hold online meetings with co-workers, clients and vendors
- Make corporate announcements to global employees and the press
- Host client events that include guest speakers, investment tips and hot topics
- Negotiate and structure mergers and acquisitions
- Conduct virtual roadshows
- Offer training and certification classes for employees and new hires
When you're tasked with developing a risk management plan, training teams on new regulations, handling a client's acquisition or learning about the latest research, you don't have time to travel to every seminar or customer location. With our solutions, you're able to meet on the phone and over the web, so you can move your business forward without leaving your office.
A Partner You Can Trust
In a time-sensitive industry, where the demand to meet the critical financial needs of corporations, consumers, financial institutions, governments and institutional investors worldwide is high, you need to find faster and more productive ways of communicating. We provide feature-rich and easy-to-use audio, web and video conferencing services so you can provide updates to clients, keep in touch with investors, review contracts and collaborate with teams and vendors right from your desk.
Financial Features
We give you comprehensive audio, web and video conferencing services that you can use for everyday meetings where you review contracts and discuss strategies and high-profile events in which you make corporate announcements or train employees on new federal regulations. We have more services supported by our years of experience that you can use to better manage relationships and stay connected with the people who are critical to getting your job done
Features and Services
Building relationships with shareholders, finalizing strategies and meeting with clients and coworkers require tools that let you meet quickly and easily with anyone in the world. With our solutions, you get everything you need to connect with people, make decisions and give project updates or hold corporate announcements and conduct online training sessions.
Everyday Meetings
For daily communication and meetings with internal teams, customers, vendors and partners, we offer easy-to-use conferencing tools to help you get things done quickly.
- Reservationless-Plus® - meet at a scheduled time or at a moment's notice using this feature-rich and easy-to-use audio conferencing service that makes conducting sessions simple and convenient. The calls can even be recorded for future playback.
- Automated - conduct a conference call without the assistance of an operator by dialing a permanent dial-in number. Everyone enters a private passcode and is then placed directly into the meeting. PAC codes or ”deal codes” can be used for each call making it easy to bill back to a specific client or cost center.
- ITFS (International Toll-Free Service) - provide convenient, toll-free access to your U.S.-based conference calls for participants located internationally. The ITFS phone number uses the originating country's national numbering format; therefore the toll-free number will vary by country. Your international participants will have the exact same call experience as those dialing in from the U.S.
- Conference Visuals - host interactive, collaborative meetings by showing presentations, software and web sites.
- Meeting Visuals - use the Internet to share a PowerPoint® presentation, demonstrate software or show web site navigation.
- InView® - meet with your clients face-to-face using multipoint video conferencing. If you don't have your own video conferencing equipment, we work with over 9000 public rooms that are available to reserve for your meetings.
High-Profile Events
When hosting large-scale company announcements, training sessions and lead generation seminars, we offer more services and features to help you reach a world-wide audience.
- Registration Services - manage your events and keep track of participants by deciding what information you would like to gather from each registrant and choosing from handy options such as email reminders and custom-scripted messages. With both phone and web access to choose from, you can construct a registration program that best suits your needs.
- Reminder Calls - ensure a strong event turn-out by having the registrants of your conference receive a reminder call, fax or email 24-48 hours in advance of your scheduled conference.
- Operator Assisted - get added professionalism and features with assistance from our expert audio conferencing operators. They can help you manage the call as participants join and will be with you every step of the way. For calls where security is a main concern, participants can join using a secure password that you specify when making the reservation.
- TrainingCenter, powered by WebEx - deliver live, interactive training sessions. Share presentations, software and web sites, test and poll your participants and hold breakout sessions.
- EventCenter™, powered by WebEx - get everything you need to manage your online event, from planning the seminar to conducting the meeting to post-event follow-up.
- EncoreSM - keep your session accessible to anyone who missed your call or would like to listen again through a digital recording.
- Participant Report - compile an accurate post-call follow-up or lead list by receiving a summary report that details names, entry/exit times, phone numbers and up to four additional pieces of information.
- Transcription - maintain accurate records of your conference by electing to receive a written transcript of your call delivered in an electronic or hard copy format within 12, 24 or 48 hours of your meeting. Transcripts give you a simple way to review precisely what was discussed during the meeting.
- Polling - conduct on-the-spot surveys facilitated by you or our expert operators. The questions can be prepared in advance and participants respond by pressing a key on their touch-tone phones. Results are provided during the conference or sent to you at the conclusion of the session.
- Leader-ViewSM - gain greater insight into who's on your call through this online call management tool that displays a private, real-time view of the participants in your conference. See who is listening and who is waiting to ask a question.
- Approved Participant List - add extra security to your call by requiring each participant to be validated against a list of approved participants before joining the call. All you need to do is email the approved list of participants, which includes all information required for validating the participant's identity, at least 24 hours prior to the start of your meeting.
- Walk-Through - ensure that everyone speaking during your conference is well-prepared prior to addressing the media or any other audience. Our dedicated event team works with you to conduct a dry run to make sure everyone is on the same page.
- Communication Line - speak with an operator outside of the main conference to convey behind-the-scenes information, orchestrate guest speakers or give timing cues. A Communication Line makes it easier to manage all the details of a large conference.
Extra Support from the Experts
If you're short on time and resources or just want some extra assistance to make sure your event is flawless, our expert event services team helps you plan, conduct and wrap-up your seminar so you can focus on your message. From recommending appropriate features and conducting rehearsals to monitoring the live event and gathering report information, our dedicated specialists work with you, ensuring a more professional and successful seminar.
Crisis Communication
When you've got an emergency or important information to share, there's no time to waste. Our online tools let you quickly notify internal and external teams so everyone knows what's going on.
CrisisConnect Online
Take control of all your critical communication broadcasts online. Send email, text and voice mail broadcasts when there is important market information, system outages or other notifications to share with your leadership team, employees or customers on-the-fly from any phone or through the CrisisConnect Online web-based interface using text-to-speech recognition technologies. Broadcasts can be sent to multiple phone numbers stored for recipients. Real-time, online reports show who has received the message and who still needs to be contacted.
Billing Management Services
We offer several features and systems that let you conveniently track and manage conference usage and expenses.
- Project Accounting Code - maintain better control of conference charges by tracking PAC codes that will help you identify which charges need to billed back to clients or cost centers.
- Online Reports - gain control of your firm's conferencing activity by accessing your secure, online account 24/7. Track conferencing usage by service, by month, by user and more, through one of the many reports available. This system makes it easy to accurately track conferencing expenditures back to individual cases and clients in advance of receiving your invoices.
- Electronic Invoicing - streamline your client bill back process by receiving monthly invoices in a standardized electronic format eliminating the need for paper copies.