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Solutions for Financial Services

Look and sound incredible from anywhere. Poly’s professional-grade video, phone and headset solutions offer a new competitive advantage in how you meet with clients and colleagues. 

Subsectors

Professionalize your virtual meetings

As the world of financial services goes virtual, Poly’s blue-chip audio and video solutions elevate your professional image and sound clarity from anywhere. Bring your soft skills to life with legendary audio and video that provides rich, human-like experiences, blocks noise distractions, eliminates shadowy lighting, and keeps the focus on you and your messaging. 

Mergers & Acquisitions

As a dealmaker, there's nothing more important than maintaining your professional image and messaging. So we paired Poly’s pro-grade audio and video solutions to elevate your videoconference experience and impress clients. Poly’s blue chip audio and video solutions elevate your videoconference experience to impress clients, make life easier for hybrid workers, and gives those even in the back of the conference room equal weight and prominence on the big screen.

Capital Markets

As trading floors decentralize, Poly conference solutions retains the human connection in your virtual collaboration strategy. Generate the buzz of face-to-face communication by looking and sounding your best no matter where the trading activity happens. As trading floors move from centralized to anywhere, Poly retains the human connection in your hybrid work strategy. With audio and video solutions that eliminate the background noise of trading floor activity and capture more subtle body language on screen helping traders and sellers collaborate virtually and deliver more distraction-free pitches to clients. 

Wealth Management & Financial Advisors

It’s true, clients want a human connection even when meeting virtual. Count on Poly to enable a white-glove videoconference experience that feels like you’re sitting across the room together.  And as virtual becomes your new competitive differentiator, Poly’s audio and video solutions shut out background noise and optimize room lighting for a video experience that instills comfort and trust.

Institutional Investors

In a world brimming with risk, Poly offers you the most worry-free hybrid meeting experience possible. Virtually connect with colleagues, advisors and money managers with innovative audio and video that provide the same comfort as in-person. Stay virtually connected with colleagues, advisors and money managers using innovative audio and video solutions that make everyone feel like they’re in the same room, no matter where they work.

Retail Banking & Insurance

Video conferencing technology is key to fostering collaboration and a shared work culture across branches and geographies. Let Poly set your institution up with powerful meeting tools so virtual engagements with teams and customers are always personal and professional. With everything from headsets to all-in-one video bars and beyond, we’ll help you maintain relationships, productivity, and member loyalty via Poly’s legendary audio and video.

eBook

Hybrid Work in Financial Services

While in-person relationship building is still alive and well in the Financial Services industry, employees and clients are demanding remote solutions to keep up with the ways of the world. See how hybrid work can make an impact across various sectors of the industry in this eBook.

Solutions

Solutions for Every Space

Whether meeting from home, in-office, or travelling between, create a quiet zone virtually anywhere. Poly audio and video solutions block out distractions, minimize noise and optimize low lighting. Finally, you can rely on your personal calls to be seen and heard clearly, even if the space isn’t all that private. 

  • Voyager Focus 2
    Voyager Focus 2
    Voyager Focus 2
    Stereo Bluetooth headset

    We couldn't build a wall around you to block out background noise, so we did the next best thing: created a "focus zone" with the new Voyager Focus 2 headset. All the Poly next-level engineering you expect with the wear-it-all-day comfort you need.

  • Poly Sync 20
    Poly Sync 20
    Poly Sync 20
    Personal, USB/Bluetooth smart speakerphone

    Let’s face it: the audio on your laptop and smartphone aren’t great. Sound like the professional you are with Poly Sync 20 USB/Bluetooth smart speakerphone—for remarkable audio anywhere.

  • Poly Studio P15
    Poly Studio P15
    Poly Studio P15
    Personal video bar

    Sound good and look even better with the Poly Studio P15 video bar— all from one sleek device. Delivering premium audio and video, it’s fast and easy to take your video calling experience up a notch, no matter where you're working.

  • Blackwire 5200 Series
    Blackwire 5200 Series
    Blackwire 5200 Series
    Corded USB headset

    Connect and work easily with the Blackwire 5200 Series. Simple to use, its USB/USB-C and 3.5 mm connectivity lets you work on a variety of devices. And it’s so comfortable, you’ll be able to wear it all day.

  • CCX 400
    CCX 400
    CCX 400
    Entry-level business media desk phone with color touchscreen.

    Sometimes all you need is a reliable desktop phone with touch screen convenience. An always-on, always-ready phone you can always count on. The CCX 400 is an entry-level business media phone that’s easy to use. Its interface is simple and intuitive. And contacts and meetings are one tap away on a color touch screen.

  • CCX 350
    CCX 350
    CCX 350
    Entry-level IP desk phone

    Get everything you want from a desk phone: The CCX 350 IP phone offers legendary HD audio from Poly and full Microsoft Teams integration, giving you phenomenal value at a great price.

  • Poly Studio P5
    Poly Studio P5
    Poly Studio P5
    Professional Webcam

    Look so good that you’ll crush every meeting with the Poly Studio P5 webcam, built for those serious about quality video. Fine-tuned Poly optics do wonders for your professional image, no matter where you work, with brilliant colors and incredible clarity. The rugged design makes this webcam perfect for professionals of all types.

  • Savi 7300 Office Series
    Savi 7300 Office Series
    Savi 7300 Office Series
    Ultra-secure wireless DECT™ headset system

    Armor up with Savi 7300 Office Series to keep conversations private. The ultra-secure DECT™ wireless headset is the perfect choice for financial, medical, government and contact centers or anywhere sensitive conversations happen.

  • CCX 700
    CCX 700
    CCX 700
    Video with your performance business media desk phone

    Feel the connection. Video is front and center on the Poly CCX 700 business media phone (Open SIP). An integrated video camera and a large 7" screen makes this the perfect phone for managers and executives. Count on Poly legendary audio quality so conversations stay on track. And it’s easy to install anywhere—Wi-Fi is included. Now let’s talk options. Choose a handset or no handset.

  • Poly Studio P21
    Poly Studio P21
    Poly Studio P21
    Personal Meeting Display

    Users who want the simplicity of one integrated device, introducing the Poly Studio P21 personal meeting display. It delivers a complete video conferencing experience with a single USB connection to your PC or Mac so it can be used with any video app. Simply amazing.

  • Voyager 6200 UC
    Voyager 6200 UC
    Voyager 6200 UC
    Bluetooth Neckband Headset

    Voyager 6200 UC is a Bluetooth® neckband headset with earbuds that has the versatility to go beyond the office. Transitioning to your next conversation is easy: Connect with colleagues working remotely, listen to music to focus distraction-free or drop an earbud to tune in to the conversation around you. You can count on Voyager 6200 UC for outstanding audio every time.

  • Voyager 5200 Office and UC Series
    Voyager 5200 Office and UC Series
    Voyager 5200 Office and UC Series
    Mono Bluetooth® Headset System

    In and out of the office? We’ve got you covered. The Plantronics Voyager 5200 Office and UC headset moves with you. Count on professional-grade sound, no matter where you take the call. Now you can work in any environment on any of your devices, with versatile connectivity and Bluetooth technology. Go get ‘em.

  • Poly Sync 20
    Poly Sync 20
    Poly Sync 20
    Personal, USB/Bluetooth smart speakerphone

    Let’s face it: the audio on your laptop and smartphone aren’t great. Sound like the professional you are with Poly Sync 20 USB/Bluetooth smart speakerphone—for remarkable audio anywhere.

  • Poly Studio P5
    Poly Studio P5
    Poly Studio P5
    Professional Webcam

    Look so good that you’ll crush every meeting with the Poly Studio P5 webcam, built for those serious about quality video. Fine-tuned Poly optics do wonders for your professional image, no matter where you work, with brilliant colors and incredible clarity. The rugged design makes this webcam perfect for professionals of all types.

Different conference rooms have different needs. Whether it's a bigger room that demands speaker tracking and multiple microphones, or collaboration rooms that just need wireless sharing and whiteboarding, Poly solutions will excel across your range of meeting spaces. 

  • Poly Studio P15
    Poly Studio P15
    Poly Studio P15
    Personal video bar

    Sound good and look even better with the Poly Studio P15 video bar— all from one sleek device. Delivering premium audio and video, it’s fast and easy to take your video calling experience up a notch, no matter where you're working.

  • Poly Studio
    Poly Studio
    Poly Studio
    Premium USB video bar

    Premium performance for huddle rooms everywhere. Poly Studio delivers best-in-class audio and video in an easy-to-use USB video bar. The features you need for a price you can afford.

  • Poly Sync 20
    Poly Sync 20
    Poly Sync 20
    Personal, USB/Bluetooth smart speakerphone

    Let’s face it: the audio on your laptop and smartphone aren’t great. Sound like the professional you are with Poly Sync 20 USB/Bluetooth smart speakerphone—for remarkable audio anywhere.

  • Poly Studio
    Poly Studio
    Poly Studio
    Premium USB video bar

    Premium performance for huddle rooms everywhere. Poly Studio delivers best-in-class audio and video in an easy-to-use USB video bar. The features you need for a price you can afford.

  • Poly Studio X30
    Poly Studio X30
    Poly Studio X30
    Radically simple video bar

    Poly Studio X family Video Bars deliver radical simplicity in a single sleek device. Now you can huddle happy in smaller rooms and connect easy in conference rooms whatever video collaboration software you use.

  • TC8
    TC8
    TC8
    Intuitive touch interface for Poly Studio X family and G7500

    This intuitive touch interface provides easy access to Poly video conferencing solutions. The sleek design features an 8” high-resolution touch display to ensure that the control options are clear and accessible.

  • Poly Studio X50
    Poly Studio X50
    Poly Studio X50
    Radically simple video bar

    Poly Studio X family Video Bars deliver radical simplicity in a single sleek device. Now you can huddle happy in smaller rooms and connect easy in conference rooms whatever video collaboration software you use

  • TC8
    TC8
    TC8
    Intuitive touch interface for Poly Studio X family and G7500

    This intuitive touch interface provides easy access to Poly video conferencing solutions. The sleek design features an 8” high-resolution touch display to ensure that the control options are clear and accessible.

  • Trio C60
    Trio C60
    Trio C60
    Smart conference phone for any meeting space

    Smart conferencing for rooms of every size. Brilliant audio without interruptions. And the Trio C60 plays nicely with everyone, delivering native experiences on your favorite collaboration platforms.

  • Poly Studio X70
    Poly Studio X70
    Poly Studio X70
    Video bar for large conference rooms

    Poly Studio X70 is a beautifully engineered, premium video conferencing solution that combines razor-sharp 4K video with boardroom-filling stereo sound for simply the best meeting experience available.

The modern office has workspaces of all shapes and sizes. Collaboration with remote peers and clients now means having the right voice, video, and content solutions to let everyone see, hear, and participate equally. Our complete portfolio of devices have you covered for all environments and platforms.

  • Voyager 4300 UC Series
    Voyager 4300 UC Series
    Voyager 4300 UC Series
    Bluetooth Office headset

    Free your workers from their desks with the perfect entry-level Bluetooth® wireless headset. Meet the Voyager 4300 UC Series. It’s everything your teams need to stay productive and connect to all their devices whether at home or in the office.

  • EncorePro 500 Series
    EncorePro 500 Series
    EncorePro 500 Series
    Smarter headsets for contact centers

    The all-day comfort, reliability, and durability our EncorePro Family is known for, with the addition of built-in call control. The EncorePro 500 USB Series is ready for every call because every call matters.

  • DA Series
    DA Series
    DA Series
    Smarter digital adapters for Poly QD headsets

    USB audio processor that connects QD equipped headsets to PC

  • Poly Studio P5
    Poly Studio P5
    Poly Studio P5
    Professional Webcam

    Look so good that you’ll crush every meeting with the Poly Studio P5 webcam, built for those serious about quality video. Fine-tuned Poly optics do wonders for your professional image, no matter where you work, with brilliant colors and incredible clarity. The rugged design makes this webcam perfect for professionals of all types.

  • Savi 8200 Office
    Savi 8200 Office
    Savi 8200 Office
    Wireless DECT™ headset system

    Make every conversation clear with the Savi 8200 Office Series—with top-quality wireless DECT™ audio. Give your workers the headset that will help them get more done, with style-meets comfort.

  • Savi 8200 UC
    Savi 8200 UC
    Savi 8200 UC
    Wireless USB DECT™ headsets

    Make every conversation clear with the Savi 8200 UC Series—with top-quality wireless DECT™ audio. Give your workers the headset that will help them get more done, with style-meets comfort.

  • CCX 500/505
    CCX 500/505
    CCX 500/505
    Mid-range business media desk phone with color touchscreen.

    Meet the new standard in touch screen desktop phones. The CCX 500 and CCX 505 business media phones have workers feeling confident they’ll sound professional on every call. No word or inflection is missed, thanks to Poly legendary audio quality. Install anywhere with Wi-Fi included on the CCX 505. Robust provisioning and management capabilities take the headache out of telephony deployment and support.

  • CCX 400
    CCX 400
    CCX 400
    Entry-level business media desk phone with color touchscreen.

    Sometimes all you need is a reliable desktop phone with touch screen convenience. An always-on, always-ready phone you can always count on. The CCX 400 is an entry-level business media phone that’s easy to use. Its interface is simple and intuitive. And contacts and meetings are one tap away on a color touch screen.

  • CCX 350
    CCX 350
    CCX 350
    Entry-level IP desk phone

    Get everything you want from a desk phone: The CCX 350 IP phone offers legendary HD audio from Poly and full Microsoft Teams integration, giving you phenomenal value at a great price.

Resources

eBook
Hybrid Work in Financial Services: Risk or Opportunity?

While in-person relationship building is still alive and well in the Financial Services industry, employees and clients are demanding remote solutions to keep up with the ways of the world. See how hybrid work can make an impact across various sectors of the industry in this eBook.

Learn More
Webinar
Empowering Financial Services Professionals to Elevate Client Meetings

Finance professionals are beginning to separate themselves into two tiers when engaging clients remotely. Which tier are you on?

Watch Webinar
Infographic
Three Hybrid Work Challenges in Financial Services

While handshakes and face-to-face meetings are still critical to building client relationships, more and more of the daily work of Financial Services professionals is taking place virtually.

Download Infographic
Infographic
5 Moves to Succeed in the Workforce Transformation Game

Employees are done with five days of commuting and cubicles. At Poly, we can help empower teams at credit unions, banks and other organizations to be their most productive and thrive in the new normal.

Download Infographic
Report
The Impact of Isolation on Contact Center Agents

The contact center hybrid work model is here to stay. Empowering agents to work from anywhere while mitigating any of the negative social effects is a new competitive differentiator — to keep workers happy, create positive customer interactions and protect your brand.

Download Report
Blog
Poly and Zoom: 2021 in Review

Poly and Zoom take hybrid collaboration to greater heights with thoughtful innovations.

Learn More
Blog
Hybrid Call Centers: The Best of Both Worlds?

Does hybrid work deliver the best of both worlds or is it a compromise that misses the mark and leaves remote employees wanting?

Learn More
Blog
Return to Work Planning: Why Persona Development is a Priority

As business leaders plan for permanent and often hybrid workplace options for their employees moving forward, there is a corresponding issue to address: What technology kits do they need, based on their workstyles, responsibilities, and locations to ensure optimal employee productivity and satisfaction?

Learn More
Blog
Poly Named Finalist in Microsoft Partner of the Year Awards

Poly and Microsoft go way back. The combination of Poly and Microsoft is indispensable to any organization committed to delivering the richest and most complete collaboration experience for their team members.

Learn More
Blog
Celebrating 30 Million Units of Blackwire Headsets

This summer, as Poly celebrates 60 years of powering mission-critical communications, we’ve achieved another impressive milestone: we just shipped our 30 Millionth Blackwire headset, bolstering our leadership position in the category.

Learn More
Blog
Celebrating 60 Years of Innovation

Over sixty years ago, Plantronics was introduced to the world. It marked the start of a company that would change the way people communicate, a remarkable journey that has taken us to the moon and back.

Learn More
Next Steps

Connect with us today

Ready to deploy a world-class communications solution? Poly is here to help. Contact us or a certified partner in your area today to get started.