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Solutions – Vertical Market Solutions – Financial

Video-enabled interaction transforms the delivery of financial organizations’ products and services. Having life-like video meetings is a cost-effective alternative to in-person interactions, driving revenue generation and delivery of services. Think of your branches as a network of resources, not just physical locations – the network is optimized to better serve customer segments and manage demand, increasing staff productivity.



  • Customer Acquisition - Growth/Expansion

    Visual collaboration can be used to grow a business, expand into new markets and manage customer opportunities. Applications include:

    • Customer planning, tracking and review
    • Regular, visual contact with customers
    • White glove services
    • Training (employees, branch, partners)
    • Acquisition/organization integration
  • Customer Retention

    Video collaboration tools for remote resources can be used to enhance brand-to-headquarters support; end user-to-branch support; visual information; and service kiosks for multi-product or multi-language experts.

    Applications include:

    • Improved branch office strategies
    • Remote expert
    • Improved staffing models
    • New products/programs launch and Q&A
    • Multi-lingual support

    Benefits include:

    • Reduced time/cost per support call
    • Improved customer satisfaction
    • Competitive differentiation
  • Knowledge Worker Collaboration: Training/Distance Learning

    Video enables remote, interactive training, utilizing more frequent sessions versus one-time, on-site classes. And, experts can present remotely. Video also eliminates extensive planning or traveling.

    Applications include:

    • New product/policy training
    • Best practices training

    Benefits include:

    • Knowledgeable sales force
    • Minimize time out of field
    • Reduced travel costs



As a true visual communication managed services provider, Pinnaca delivers a portfolio of comprehensive solutions designed to help financial organizations achieve their business initiatives. Learn from users in the financial industry who have partnered with Pinnaca to implement industry-leading video technologies. Benefit from our video applications, achievements and best practices.


Solutions vary, but all follow the principle of higher value interactions equaling a better experience for both customer and advisor. Here are solutions currently deployed by financial organizations today:

  • Video communication enables on-demand staffing
  • Video technology is used by Human Resources departments to conduct remote interviews, recruiting, and employee training
  • Video technology is used in branch offices & customer centers dealing with loans or business services
  • Video terminals are outfitted in branches to provide customers with access to remote experts
  • Video streaming provides services to customers while they are within the bank
  • Streaming/webcasting provides staff education and training
  • Video communication & technology is used by executives to attend board meetings & deliver leadership announcements


  • Improved customer experience
  • Reduced expenditures for travel/technology/support
  • Competitive differentiation
  • Increased revenue generation


  • Financial Service Experts
  • Customers
  • Partners
  • Administration


Resources coming soon!