Modern Video for Financial Services — Powered by Agentic AI

Strict Regulatory Obligations

Meet FINRA/SEC, FCA, MAS and eDiscovery requirements with retention, legal hold, and audit trails for video.

Sensitive Data Exposure

Minimize PII/PHI/PCI risk with granular RBAC, encryption, watermarking, and AI redaction.

Poor Search & Discovery

Unstructured recordings are hard to find. Turn speech into searchable text with transcripts and entities.

Siloed Repositories

Zoom/Teams/Webex, VMs, and cloud buckets remain disconnected, hindering governance and analytics.

Scalability & Data Residency

Multi-region hosting and on‑prem/hybrid deployments to honor data sovereignty and performance needs.

Manual, Slow Insights

Analysts spend hours reviewing calls and meetings. Automate summaries, sentiment, and risk flags.

Compliant Video Governance

Retention policies, WORM support, legal hold, and tamper‑evident audit trails for regulated content.

Agentic AI Automation

Auto‑tagging, topic extraction, entity detection, summaries, and risk cues across recordings.

Enterprise‑Grade Security

SSO/SCIM, fine‑grained RBAC, KMS‑backed encryption at rest/in transit, DRM & watermarking.

Flexible Deployment

Cloud, on‑prem, or hybrid with multi‑tenant controls and data residency options.

Trader & Advisor Surveillance

Record, retain, and analyze communications; surface risk keywords and anomalous behaviors via AI.

Wealth & Retail Banking Onboarding

Personalized, trackable video journeys for account opening, KYC steps, and product education.

Compliance Training at Scale

Role‑based video learning with quizzes, attestations, completion tracking, and audit exports.

Investor Relations & Earnings Calls

AI chapters, transcripts, highlights, and sentiment to power faster research and analyst notes.

Branch & Field Communications

Secure channels for policy updates and product launches with read receipts and Q&A.

Claims & Fraud Investigation (Insurance)

Centralize video evidence, extract entities, and auto‑redact PII before external sharing.

Auto‑Ingest & Normalize

Ingest from Zoom, Teams, Webex, S3/Azure, normalize formats, and enrich with AI metadata.

Semantic Search

Search across transcripts, speakers, topics, tickers, and custom entities like KYC IDs.

AI Redaction

Detect and blur faces, IDs, and sensitive on‑screen text before external sharing.

Summaries & Sentiment

Get executive summaries, chapters, and sentiment trends for faster decision‑making.

Market Entity Extraction

Capture mentions of companies, instruments, regulations, and risk events with timestamps.

Policy Automation

Apply retention and access policies based on content type, user role, and region.

RBAC & SSO/SCIM

Fine‑grained roles, SCIM provisioning, SAML/OIDC SSO, delegated administration.

Encryption & KMS

At rest/in transit encryption with customer‑managed keys and key rotation.

Retention & Legal Hold

Immutable storage (WORM), holds, audit logs, and export for regulators.

Data Residency

Choose regions and enforce cross‑border policies for sovereignty.

UC Apps

Zoom, Microsoft Teams, Webex recordings auto‑capture and publish with governance.

Storage

AWS S3/Glacier, Azure Blob, on‑prem NAS, and object stores.

Analytics & BI

Export metadata to Snowflake/BigQuery; webhooks for downstream workflows.

Developer APIs

REST APIs, webhooks, and SDKs to embed video and automate policies.

Deployment Options

SaaS, on‑prem, or hybrid with private networking and single‑tenant options.

CDN & Performance

Global CDN, adaptive bitrate streaming, and content pre‑positioning.