Financial Services Management Consultants


Change is constant, forcing financial firms to shift how they do business. The way you associate with your clients is evolving as well. So, whether you’re helping them manage risk, reduce costs, boost customer loyalty, or achieve digital transformation, the insights you provide prepare your clients to seize emerging opportunities in the marketplace.

But to lead the way, these financial organizations must foster inclusive, educated, and collaborative interactivity on both internal and external fronts. Why not show your clients your dedication to communication and effective video collaboration with a private-branded solution, integrated with your existing tech stack, with security, privacy, recordings, and documents that you control?

You deliver nimble strategies for dynamic markets.

We deliver secure collaboration for the virtual world.

Introducing Cordoniq


The enterprise secure video collaboration platform that offers ‘concierge’ custom open standards-based API integration for just about anything in your tech stack.

Learn how we can provide a single, seamless, custom-branded video collaboration solution that delivers a premium conferencing experience.

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What sets us apart

Let’s face it, every video collaboration solution claims they’re secure. But there’s security, and then there’s Fort Knox. We’re the latter.

Our solution is trusted by the Department of Defense, the Pentagon, Special Operations Forces, and the National Guard. So, you know when we say we provide U.S. military-grade security, we mean it.

While many “one size fits all” video conferencing products only utilize symmetric encryption, Cordoniq offers true end-to-end security, with the latest TLS standards on all platforms.

Ever wonder where your video conference recordings, handouts, and shared documents are stored and if they’re really safe?

The world can be a scary place rife with security leaks, hackers, and cyber attacks. As a financial services management consultant, providing clients a safe online environment means everything. The last thing you want to do is put their data at risk.

With Cordoniq, you decide where the information from your video collaboration sessions is stored, whether it’s within your secure data centers, hybrid cloud, or with major cloud providers. This way your recordings, documents and files remain 100% confidential and safe. Best of all, you always know where your data is located.

For a growing consultancy like yours, client relationships are sacred. That’s why you want to give them the most personalized and professional experience possible.

We’re here to help. With Cordoniq, you customize our video collaboration platform to reflect your company’s brand. Clients want to feel confident working with you. What better way to earn it, than to “own” your interface? Start by tailoring the solution with your logo, and color palette.

Then integrate the HR, practice management, productivity, sales, marketing, and accounting tools you’re already using, into a seamless and secure video collaboration package. This will enhance productivity and provide a cohesive meeting experience.

Cordoniq also provides interactive tools to foster an engaging and productive working environment with clients and team members.

  • Share screens and documents safely in over 70 different format types
  • Use Share Web Content to browse and interact with applications, independent from other conference attendees
  • Utilize breakout rooms to engage with clients and employees
  • Communicate with full chat support in over 70 languages
  • Enjoy HD quality video, noise and echo cancellation, and exportable chat
  • Integrate virtually any app with our dynamic seamless API integration
  • Utilize annotation and enhanced drawing tools in your whiteboarding sessions
  • Pre-populate virtual rooms with digital content specific to your meeting

Take advantage of our concierge services, by integrating Cordoniq with the market’s most popular solutions in these financial services software categories:

  • Brokerage Trading
  • Core Banking
  • Digital Banking
  • Digital Customer Onboarding
  • Digital Mortgage Closing
  • Financial Analytics
  • Financial Data APIs
  • Financial Predictive Analytics
  • Financial Research
  • Financial Risk Management
  • Financial Services
  • Fixed Income Pricing Data
  • Insurance
  • Investment Accounting
  • Investment Portfolio Management
  • Investor Relations
  • Loans
  • Mergers & Acquisitions
  • Mobile Banking
  • Risk-Based Authentication
  • Robo-Advisory
  • Tax Practice Management
  • Venture Capital Management

Ready to own your video collaboration
experience?