HomeIndustriesFinancial Services


Video Software for Financial Services Institutions

Financial services institutions need video infrastructure that meets their security standards. Panopto delivers enterprise-grade video management with the compliance features your organization requires.

Video Platform for Financial Services Institutions

Video for financial services institutions:
Panopto VCMS


Enterprise Video Platform
Built for Financial Services Security


Financial Services Video Platform Demo in 2 Minutes

See How Financial Institutions Use Panopto for Compliance Training and Risk Management

Secured Video Platform for Financial Services Institutions

Secure video library meeting banking industry compliance standards

SOC 2 Type II Certified with End-to-End Encryption for Financial Data

Your compliance training videos, client meeting recordings, and internal communications contain sensitive information. Store them on infrastructure that meets financial services security requirements.

Panopto’s AI-powered Smart Search indexes your entire video library automatically. Employees find the training content they need in seconds. Advanced security features protect information while maintaining the compliance standards your auditors expect.

Find Regulatory Training Videos by Topic, Speaker, or Compliance Requirement

Employees can search your entire video library using simple keywords. Type “AML procedures” or “fiduciary duty” and find every video where that topic was discussed, no matter who presented it or when it was recorded.

Store, manage, and find crucial knowledge in one secure, cloud-based platform. Everyone gets access to the same information without compromising security.

Simple and quick search for videos
Meeting recording with Video Platform from Panopto

Intelligent meeting recording for financial services organizations

Automatically Capture and Transcribe Client Meetings and Training Sessions

Panopto integrates with Zoom, Microsoft Teams, and WebEx. Record your meetings using the conferencing platform you already use. When the meeting ends, Panopto automatically stores the recording in your video library and adds automated captions. Your team can search meeting content later without manually transcribing anything.

Meet regulatory accessibility requirements across your financial institution

Multi-Language Support for Global Financial Teams

Your training content needs to reach employees who speak different languages and have different learning needs. Panopto’s automatic speech recognition captions videos in over 20 languages without manual transcription.

Employees with hearing impairments get captions automatically. Non-native speakers can read along with audio. Everyone gets the same training content in a format that works for them, which helps you meet accessibility requirements across your institution.

Accessibility with Video Platform from Panopto

Find our latest blog posts


Frequently Asked Questions:

Does Panopto meet financial services compliance requirements?

Panopto is SOC 2 Type II certified and provides the security controls financial institutions need. You can configure role-based access, integrate with your SSO systems, and maintain complete audit trails for regulatory reviews.

Can we record client meetings without violating privacy requirements?

Yes. You control who can view each recording through granular permission settings. Recordings stay in your secure library and are only accessible to authorized personnel. Always follow your organization’s policies about client consent and notification before recording.

How quickly can employees find specific compliance information in training videos?

 Immediately. Panopto transcribes and indexes videos automatically. Employees search for any term and jump directly to that moment in the video. They don’t need to watch hours of training to find two minutes of relevant guidance.

What happens to training records when employees leave the organization? 

Training completion data and viewing records remain in your system for audit purposes. Videos stay in your library regardless of employee turnover. You maintain the documentation regulators require without depending on individual employees to preserve records.