Finance & Banking
Secure onboarding, advisory and document signing.
Onboard customers, verify identities and run advisory calls — all on a single platform with the compliance, encryption and audit trail finance demands.
38 in finance & banking now
Kaiser
Finance & Banking
Pre-configured for your industry
Compliant video KYC with
Encrypted advisory rooms with
Audit-grade recording and immutable
Granular roles for advisors,
What's included
Everything finance & banking teams need on day one.
Each Finance & Banking room is pre-configured with the right policies, layouts, and integrations for the way you work.
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Compliant video KYC with document capture and liveness checks
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Encrypted advisory rooms with branded waiting screens
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Audit-grade recording and immutable logs
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Granular roles for advisors, compliance and clients
Ready for finance & banking on Kaiser?
Start with a pre-configured finance & banking room — no setup needed.