Lifesize for Financial Services
Communications solutions for the way financial services work.
Lifesize communications solutions are designed to help you build trusted client relationships. Our unified cloud video conferencing software and room system platform provides a seamless HD consultation experience that is easy to deploy and use. Our cloud contact center platform will empower your agents and differentiate your brand. Lifesize offers maximum application flexibility and customization to support your different service offerings while maintaining quality and scalability.
Seamless Experience
Focus on your clients with a seamless HD video experience.
Deliver a true HD client experience through our mobile-ready, browser-based video solution that is easy to deploy and use.
Easy for Clients
Ensure a straightforward client consultation experience that requires no downloads, can be launched in a web browser via one click from a text message or email, and offers a fully-featured mobile app.
Engaging for Advisors
Offer vivid meeting experiences in 4K quality that produce deeper virtual collaboration and a stronger communication culture within your organization and with the outside world.
Control for Administrators
Customize the client experience for your firm and manage all users and room systems centrally through the advanced Lifesize Admin Console, making technology easy to install, use and maintain.
Ultimate Flexibility
Handle different client environments with ultimate platform flexibility.
Stretch your investment in hybrid work solutions through premium multi-app meeting room systems as well as cloud video conferencing and collaboration services flexible enough to integrate with many other business apps. Connect with your clients anytime, anywhere, on any service.
Interoperable Room Devices
Pair Lifesize 4K meeting room systems with most popular third-party cloud video conferencing services including Microsoft Teams, Google Meet, Cisco Webex, Zoom, GoToMeeting and more.
Simple Yet Customizable
Easily tune and customize your Lifesize deployment to meet the needs of your firm and client service model.
Robust APIs
Leverage our open APIs to better manage directories, unique workflows and meeting scheduling, and to interface with other key business information systems.
Why Lifesize?
Video Communication for Accessible Financial Institutions
Client Consultations
Secure Content Sharing
Group Collaboration and Training
Meeting Room Connectivity
Branch Office and Internal Communication
Remote Employee Work
Enhanced Customer Service
Optimized for Financial Services
Provide no-compromise, secure client services.
Deliver the highest level of client service through award-winning communications solutions that comply with relevant regulations and offer enterprise-grade security and scalability.
Trusted
Join thousands of financial services and banking institutions around the world using a platform tested in the most rigorous environments and recognized by leading industry analysts like Gartner.
Scalable
Rely on our AWS cloud infrastructure, global professional deployment services network and 24/7 support to deliver the highest level of client service availability while scaling to any geography.
Secure and Compliant
Ensure security and compliance through enterprise-grade encryption by default, single sign-on compatibility, a rigid focus on GDPR and other major regulations, and independent third-party security and privacy certifications via AWS.
Contact Center for Financial Services
Reach and support your clients through a future-proof platform.
Empower your contact center agents wherever they are with a cloud-native, browser-ready Lifesize CxEngage contact center. Power up your customer experience with omnichannel support and AI capabilities, all on a single, tightly integrated platform.
Rapid Deployment
Expect rapid, scalable contact center deployments that keep your agents engaged and your clients happy.
True Omnichannel Support
Connect with your clients any way they want through a truly seamless omnichannel experience.
Native Video
Discover how interacting through a native video channel helps agents build relationships and solve client problems faster.
-
![omnichannel contact center for retail]()
“Without a tool like Lifesize, it would be impossible for us to continue operating and communicating on the level we need to continue thriving in what is a very difficult time for businesses.”
Joe Steele, HEAD OF WORKPLACE TECHNOLOGY, Starling Bank
See the case study
Repeatedly recognized by analysts
A top choice for customer success.
Better communication is mission-critical. Our passion for developing innovative and intuitive cloud technologies has made us a top choice for customer success by leading contact center and meeting solutions industry analysts.
G2
“An extraordinary video solution for coworkers and teammates.”
Capterra
“Video conferencing software/hardware at its best.”
Gartner Peer Insights
“Very happy with the implementation in our contact center.”
Join leading financial services organizations around the world working with Lifesize.
Lifesize Solutions
Make the future of work effortless.
We bring over a decade of know-how to deliver trusted cloud contact center and video meeting solutions that help your business run smoothly today — and tomorrow.
Modernize Your Contact Center
Deliver consistent agent experience and customer engagement that will differentiate your brand.
Work better with the latest trends and tips.
Best Practices
Workforce Management Guide for Contact Center Leaders (& Why it’s Important)
There are two constants in the contact center. Customer expectations are evolving, and contact center leaders…
