Video Meetings Made Simple for the Financial Industry

Secure, Reliable Virtual Meeting Software for Banks, Brokers & Insurance Firms

In today’s fast-paced financial sector, every minute counts. Synergy SKY eliminates platform barriers, enabling banks, brokerages, and insurance firms to connect existing Cisco, HP Poly, Huawei, and other SIP video endpoints to Microsoft Teams, Zoom, Webex, Google Meet, and Apple FaceTime — without replacing your current equipment.

Our standards-based video conferencing solution removes the technical complexity of cross-platform meetings, so financial professionals can focus on client service instead of connection problems. .

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Why Financial Firms Choose Synergy SKY

1. One-click joining for Teams, Zoom, Google Meet, FaceTime, and more — directly from your Cisco / HP Poly endpoints

2. Seamless client communication — join any external meeting platform without setup headaches

3. Reduced technical interruptions during critical consultations

4. Maximized ROI on your existing video hardware investments

5. Safelink URL rewrite fix — preserves SIP URIs in external meeting invitations for smooth connections

Result: Faster meeting starts, fewer disruptions, and a consistent professional experience for clients.

We connect millions of meetings for:

Challenge

Unable to simply and securely collaborate with clients

Communicating regularly, clearly, and seamlessly with employees, clients and prospective clients play a crucial role for financial companies in achieving their goals but due to the presence of multiple video technologies, collaboration has become increasingly complex. Users are unable to carry out presentation and application sharing between Cisco and Poly SIP devices and external meetings and lack other support and features on cross-platform meetings.

Solution

Make it possible to connect your SIP devices to more meeting platforms

Synergy SKY enables users to join any form of client meetings with a push of a single button. Users can connect their Cisco and/or Poly meeting room system to any internal and external MS Teams, Google Meet, Zoom or Webex meetings. Powerpoint Live and application sharing is supported and users will get a single user experience; for scheduling, planning and joining meetings.

Designed for the Demands of Financial Services

Secure, Standards-Based, and IT-Friendly

Synergy SKY CONNECT solves the cross-platform integration challenges financial IT teams face. Our patented technology bridges SIP endpoints and web-based meeting platforms — no workflow disruption, no equipment replacement.

Key advantages for financial IT teams:

ISO/IEC 27001-certified security to meet stringent compliance requirements.
Proven interoperability across multiple platforms and devices.
Standards-based architecture — avoids proprietary lock-in and ensures future-proof compatibility.
Scalable deployment for branch offices, trading floors, and remote advisors.

Make your video meetings easy for everyone

Client Managers & Financial Officers

Join every meeting on time

IT Specialists

No more complex video conferencing challenges

Office Administrators

Spend less time planning, scheduling, and managing meetings

Use Case

How a FTSE 100, Multinational Financial Institution solved its video conferencing interoperability challenges with Synergy SKY CONNECT.

Synergy SKY successfully tackled the firm's previous struggles by overcoming two major obstacles - achieving cross-platform interoperability and ensuring a seamless and user-friendly experience.

With the easy deployment of Synergy SKY, it was made possible to connect to anyone on any platform from their meeting rooms. The solution was designed to cater to individual meeting spaces, whether it be 4 or 24 people with an all-around superb experience.

Use case

A FTSE 100 financial institution solved its video conferencing issues with Synergy SKY CONNECT, achieving cross-platform interoperability and a seamless user experience. The solution enabled easy connections from any meeting room, accommodating 4 to 24 people.

"This same client can now join any Microsoft Teams call from their SIP endpoints (in this case, Cisco), any tenant, anywhere in the world even when Cloud Video Interop (CVI) is not available"

Future-Proof Your Financial Video Communications

Leading financial institutions choose Synergy SKY when security, reliability, and client trust are non-negotiable. Our solution simplifies the “plumbing” behind video conferencing, ensuring every meeting starts on time and runs without distractions.

By following industry standards, Synergy SKY CONNECT is ready to support any web meeting platform — and is already supporting more platforms than anyone else under a single license. This flexibility ensures your investment remains future-ready, no matter how technology or client preferences evolve.

Start delivering better client experiences today — with cross-platform video conferencing that works the way finance demands.

Frequently Asked Questions

Synergy SKY bridges SIP video endpoints from Cisco, Poly, Huawei, and others to Microsoft Teams, Zoom, Webex, Google Meet, and FaceTime without replacing existing equipment. This makes external client meetings seamless, no matter the platform.

Yes. Synergy SKY is ISO/IEC 27001-certified, ensuring compliance with strict financial industry security and data protection standards. You maintain full control over data sovereignty and encryption.

Yes. We provide a reliable solution to preserve SIP URIs in external meeting invitations, ensuring smooth cross-platform connections even when Safelink modifies the original meeting links.

No. Synergy SKY maximizes your existing investment by integrating current SIP video endpoints with modern web meeting platforms, avoiding unnecessary hardware upgrades.

Absolutely. Our standards-based technology delivers consistent, high-quality video conferencing for offices, branch locations, and remote advisors — ensuring every meeting starts on time.