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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.

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omnichannel contact center for financial services
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.

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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.

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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.


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.


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.

scalable video conferencing solutions for finance
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.

cxengage for financial contact center services
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.

  • 2020 Gartner Magic Quadrant for Contact Center-as-a-Service
  • 2020 Gartner Magic Quadrant for Meeting Solutions
  • 2020 Aragon Research Globe for Web and Video Conferencing
reduce contact center turn over rates with cxengage by serenova
See how we stack up

“An extraordinary video solution for coworkers and teammates.”

See how we stack up

“Video conferencing software/hardware at its best.”

See how we stack up
Gartner Peer Insights

“Very happy with the implementation in our contact center.”

Join leading financial services organizations around the world working with Lifesize.

Federal Savings Bank
RCB Bank

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