Financial services is an industry built on trust. Clients rely on you to keep their money safe, give them sage advice, and make decisions with their best interest in mind. To build on that trust, embracing video as part of your virtual selling strategy is a wonderful way to connect with your clients face-to-face in our new digital world. But using video in the financial services industry requires certain checks and balances, like making sure that you’re using an enterprise video platform that provides secure video sharing.
Security and legal compliance add another layer of complexity to virtual selling in the financial services industry. Luckily, some enterprise video platforms have implemented measures to ensure that when you create, share, and host video, you’re doing so within the guidelines and legal requirements of your company.