Case Study: Leading Financial Service Company achieves seamless global collaboration with Zoom Video Communications

Leading Financial Service Company - Customer Case Study

A global growth equity firm managing about $24B across five regions needed a simple, reliable way for its dispersed teams to run regular strategic and business-review meetings. With a cloud-first, mobile-first culture (85% of communications already in the cloud) and legacy room systems and bridges, the company sought a single conferencing platform that worked consistently across desktop, mobile and conference rooms.

The firm selected Zoom for its simplicity, quality and cost-effectiveness, rolling it out to desktop and mobile users and installing Zoom Rooms to replace hardware-based systems. The move consolidated infrastructure, preserved the firm’s collaborative culture, reduced operational overhead, and delivered greater agility, reliability and scalability for global video collaboration.