How forward-thinking financial organisations are transforming collaboration, hybrid work and client experiences with future-facing video meeting solutions from Neat.

The financial sector has always been rooted in trust, precision and communication. Today, those qualities are being redefined by how institutions embrace digital transformation – not just in services and security – but in how people connect across branch networks, global offices and remote locations. Whether it’s a multinational reinsurer, a regional pension fund provider or a community bank, the ability to collaborate seamlessly through video is no longer a luxury. It’s foundational.

Neat’s devices are helping finance organisations move beyond outdated meeting systems, enabling them to support modern hybrid work models, drive efficiency, and elevate customer engagement. Here’s how some of the world’s most progressive financial services organisations are leading the charge.

FNBO simplifies meetings across its entire workplace

In the past, most meetings at 165-year-old independent, family-owned bank First National Bank of Omaha (FNBO) happened face-to-face. Then, as remote work became the norm, the bank needed a better way to keep its teams connected. The IT team evaluated options and landed on Neat, deploying Neat Bar, Neat Bar Pro, Neat Pad, and Neat Board across hundreds of spaces, from small huddle rooms to large conference areas.

With Neat Bar Pro, FNBO could outfit larger rooms with powerful dual-screen capabilities, enabling presenters and remote participants to share content while still maintaining visual connection. Its 16x microphone array, advanced echo cancellation and dual-speaker system ensured everyone could hear and be heard, even in open or high-ceilinged spaces.

Everyone can be seen and heard equally. Everyone can participate equally.

AV Systems Manager, FNBO.

The bank also took advantage of Neat Pad, a simple and intuitive touchscreen controller and scheduling display, which made room management easier and eliminated reliance on legacy touch panels or hard-to-manage remotes. The result: a consistent and reliable user experience that supports the bank’s push toward modern, frictionless collaboration.

Neat’s devices require minimal cabling, offer native support for Zoom, Microsoft Teams, and Google Meet; and come with wall, table or screen mounts for clean setups – something FNBO appreciated when rolling out devices across newly designed offices.

Peapack-Gladstone Bank puts people first in hybrid meetings

As a boutique financial services provider, Peapack-Gladstone Bank needed to maintain the high-touch nature of client relationships while supporting hybrid work internally. The challenge? Traditional conference phones and clunky laptops created more friction than flow.

With Neat, the bank created a flexible, video-ready environment using Neat Board and Neat Bar, both of which support wireless content sharing and native Zoom Rooms functionality. Employees could start meetings instantly, collaborate on shared content and conduct client sessions without worrying about HDMI cables or laptop batteries.

Neat’s easy-to-use, secure wireless sharing has been a game changer for us.

CTO, Peapack-Gladstone Bank.

Neat Board added an extra layer of value, functioning not only as a 65-inch touchscreen for video calls but also as a digital whiteboard. Staff could brainstorm in-room and have remote participants engage in real time, a capability that helps preserve creativity and collaboration, even when people aren’t in the same physical location. Today Neat offers three kinds of Neat Board, for a range of customer needs:

• Neat Board 32: All-in-one touchscreen for small spaces and desks.
• Neat Board 50: All-in-one touchscreen for small spaces and huddle rooms.
• Neat Board Pro: All-in-one touchscreen for medium to large rooms.

These intuitive features allowed Peapack-Gladstone Bank to reduce intra-office travel, improve scheduling across branches, and create a more unified meeting culture. All without sacrificing the personal connection that clients expect from their banking partners.

SCOR’s lightning-fast global deployment shows what’s possible

As a global reinsurer with offices in 35 countries, SCOR faced an enormous challenge: how to standardize its meeting room technology across dozens of international sites – quickly. Legacy systems were expensive to maintain, inconsistent and difficult for users.

In just 90 days, Neat helped SCOR to equip nearly 90% of its meeting rooms with Neat Bar Pro, supported by Neat Pad for in-room control. The rollout slashed global audio visual costs by 40%, improved consistency for users, and enabled the IT team to manage all devices remotely.

Neat is the iPhone of video!

CTO, SCOR.

Neat Bar Pro came into its own here, handling everything from high-end boardrooms to larger hybrid meeting spaces. Thanks to its wide-angle lens, advanced audio pickup and adaptive camera framing, meetings were not only high-quality, they felt personal – even when people were continents apart.

Neat’s signature feature, Neat Symmetry, ensured all participants were presented equally on screen, regardless of where they sat in the room. This created a more inclusive experience, where body language and facial expressions weren’t lost in wide-angle group shots.

With mobile Neat Board and easy mounting options, SCOR also introduced flexibility into its physical environments. Teams could move Neat devices to wherever collaboration needed to happen, whether that was a traditional boardroom or a pop-up project space.

PGGM builds a hybrid-first culture with ease and reliability

Based in the Netherlands, PGGM is one of Europe’s leading pension fund service providers, managing over €200 billion in assets. The organisation has been at the forefront of hybrid work, and its IT strategy reflects that forward-thinking mindset.

PGGM adopted Neat Bar for its Microsoft Teams-based collaboration ecosystem, leveraging Neat’s certified Teams Rooms support. Initially, the company had experimented with other hardware providers, but persistent technical issues led the IT team to pivot. Neat’s reliability and elegant integration proved transformative.

Deployments were rapid and user-friendly. Each Neat device powered dual-screen setups with Neat Pad providing simple one-touch controls, and Neat’s direct integration with Microsoft Teams allowed users to join meetings seamlessly with no learning curve. Additionally, Neat Center was used to extend the audio reach in larger spaces, and enable remote meeting participants to feel even more like they are a part of the conversation happening in the room.

What stood out to PGGM was the consistency of experience. Whether staff were in the office or working remotely, meetings just worked. And when compliance and security requirements are paramount, as they are in pension fund services, having technology that “just works” is critical.

How Neat’s technology elevates the financial workplace

Across all these customer stories, a pattern emerges: Neat is not just replacing old tech – it’s transforming the very nature of meetings. Here’s why financial institutions are choosing Neat:

1. A portfolio built for flexibility

From Neat Bar for small to medium spaces to Neat Bar Pro for larger rooms and Neat Board for creative collaboration, Neat offers a full suite of devices that adapt to any space. They integrate natively with Zoom, Microsoft Teams, and Google Meet, with no need for external PCs or complex audio visual integrations.

2. Intelligent, inclusive video

Neat Symmetry frames each participant individually, a crucial feature for hybrid meetings where remote participants previously felt sidelined. Combined with wide-angle lenses, 4K video and spatial audio, every voice and face is part of the conversation.

3. Simplicity in setup and use

All Neat devices are designed to be plug-and-play, with no complex programming required. Wall mounts, screen mounts and table stands are included, and Neat Pad provides touch control and room scheduling in one.

4. Remote management and scalability

With Neat Pulse, IT teams gain full control over their device fleets – pushing updates, monitoring health and scaling deployments globally with ease.

5. Aesthetic and acoustic design

Built with form and function in mind, Neat devices blend into modern interiors while enhancing acoustic performance with directional microphones, noise suppression and echo cancellation. This makes them ideal for finance offices where discretion and clarity are both vital.

From cost centers to true collaboration hubs

What used to be considered “just a meeting room” is now a cornerstone of hybrid work strategy in finance. Thanks to Neat, banks and financial services companies are turning their offices into collaboration hubs that enable distributed teams to operate with unity, agility and precision.

Whether it’s reducing travel between branches, supporting flexible work policies, or ensuring every client conversation feels as natural as an in-person meeting, Neat devices are powering a new standard for workplace collaboration.

And in a world where trust and connection matter more than ever, that’s a competitive advantage no financial institution can afford to overlook.

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