Case Study: FOCUS Investment Banking achieves broader client reach and $25K/year travel savings with Zoom Video Communications

Investment Banker Reaches More Clients Outside His Reach Through Zoom

Focus Investment Banking, led by partner John Slater, advises on multimillion-dollar transactions that require coordinating dispersed parties, marketing expertise, and building trust with prospects who only engage infrequently. Traditional outreach—phone calls or frequent travel—proved slow, costly, and impractical for reaching the many potential clients across the U.S. and abroad.

Slater adopted Zoom to drive marketing, host client–buyer/investor meetings, record interviews for his Capital Matters blog, and manage internal communications. The easy-to-use, high-quality platform integrates with Outlook, broadens brand exposure, enables cross-border deals from his Memphis office, and saves the firm at least $25,000 a year in travel while costing only a few tens of dollars a month.

FOCUS Investment Banking

John Slater

Partner & Capital Financing Team Leader