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Finance, future-proofed

Secure and reliable remote access for finance and accounting

Ambitions are high in the banking and financial sector when it comes to digital transformation. Secure, reliable, and easy-to-use, TeamViewer has a formidable track record in ensuring those ambitions are achieved.

With TeamViewer, financial institutions benefit from all-round security and flexibility

We make finances secure — for IT support, supervisors, bankers, and accountants

  • Permitting only authorized devices

    Conditional access and managed devices allow remote-based finance professionals to access your systems and view precisely the assets they need.

  • Easy to use without full deployment

    TeamViewer promotes an accessible and straight-forward connection across devices without the need of a full set-up. Ensure secure, authorized access for users without wasting time and resources.

  • Encouraging a seamless onboarding process

    For controlled access of new profiles and users in financial institutions, TeamViewer’s single sign-on (SSO) allows instantaneous configuration of individual and device access.

  • Supporting the audit process

    TeamViewer’s event logs ensure full visibility of connections and changes in the TeamViewer configurations thus facilitating audits for processes across your organization.

Young finance market analyst working on laptop

TeamViewer offers everything you need

  • Provide instant and personalized technical support
  • Simple to use and roll out, without full deployment
  • Collect help data with customers’ consent
  • Ensure business continuity through remote connectivity
  • On-demand access irrespective of working hours

With its flexibility, TeamViewer enables financial organizations to cultivate prime customer service and banking convenience.

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Tackling your key challenges and concerns in the finance industry

Professionals working on banking reports

Permitting only authorized devices

TeamViewer’s features of managed devices and conditional access allow technicians and IT support staff throughout banks, accountancy firms, and other financial institutions to control connections through a router. Firewall communications can block traffic down to one IP and still maintain connectivity to TeamViewer, eliminating risks from all other global remote access platforms.

Off-network devices can be configured with a registry key to only communicate through the router, meaning that even without the firewall, they are ignorant to any unauthorized TeamViewer connections. This ensures the security of the server that is being accessed by multiple devices across expansive networks and corporations.

The concern of ethical walls and other measures to restrict communication are required to avoid conflicts of interest. With TeamViewer, there is complete granular control at the router, which enables regulation of access times and only authorizes specific administrator approval for individual connections. Take comfort in knowing that with conditional access to govern who can access what, and under what circumstances, your financial institution can give limited access to designated groups and further control the rules between user and device.

White-collar employees working on a laptop at the finance department of a large corporation

Easy to use without full deployment

TeamViewer is the only remote access provider that can limit firewall traffic to one IP address without full deployment of the services to every single device within the financial institution. If you’re looking for secure, authorized access for users without wasting valuable time and resources, TeamViewer allows you to set up rules with conditional access and a firewall, while users can still connect even if a device is not fully set up.

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Encouraging a seamless onboarding process

In large corporations, there is a constant intake of new employees whose access to networks should comply with the highest standards of data security and will need to be aligned to auditing requirements.

With TeamViewer’s single sign-on (SSO) feature, people can be removed or added to the system, and their access point such as what device they use or network they are on can be configured and restricted through SSO. This combined with conditional access allows technicians setting up new profiles and users to automate rules and access.

Group of accountants analyzing business data and performance

Supporting the audit process

In the finance and banking sector, company-managed devices are subjected to audits both in-house and with inbound connections from service providers or suppliers. With TeamViewer, all changes in administration, as well as connections to company devices from external licenses are comprehensively logged and broken down into event logs which can be shared with auditing services.

Further complemented with enforced video recordings which is applied through the policy on the end device, you can ensure total visibility for specific systems. Also, TeamViewer can integrate with existing SIEM solutions through API and automate performance or produce specific reports.

Woman working on a laptop with protected screen

Data management and protection

To meet your obligations under GDPR and PSD2, one big management challenge is in ensuring data is collected with customers’ consent, and then processing it in such a way as to protect its integrity, availability, and confidentiality. You need to ensure that the same standards you apply to traditional working models are also extended to remote working and virtual banking initiatives.

With TeamViewer it is possible to add disclaimers on support modules, so you have authority with every connection. We are also GDPR compliant, unlike alternative solutions, as we know it is essential for customer data to be protected.

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Ensuring business continuity

Unplanned system downtime translates directly into lost revenue. This is why uptime rates and performance should be key priorities when choosing mission-critical cloud-based applications (e.g. customer relationship management, planning and reporting), as business continuity is enabled through remote connectivity.

The same principles apply to your connectivity and communication technology. If a remotely-based employee is temporarily unable to access core systems, it means that important activities go unactioned. You need to prioritize technical reliability when choosing remote connectivity, access, and support software in the same way as you would for any other business-critical software.

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Prioritizing productivity

For remote-based financial professionals to maintain optimal levels of productivity, they need access on demand to all key applications, systems, and files. This should include the ability to remotely log onto office-based machines and use key resources, irrespective of working hours and whether those machines are switched on.

TeamViewer allows IT experts to troubleshoot problems instantly and configure and monitor devices without disrupting the end users.

Business woman studing financial market to calculate possible risks and profits

Cybersecurity

Remote working and virtual customer interactions increase your cyber attack surface. Robust encryption is required to protect data in transit. Security measures such as encryption and two-factor authentication are also necessary to safeguard remote connectivity sessions.

At TeamViewer, our mission is to help you help others.

Enhanced convenience for banking professionals, and streamlined utilization of operational time, coupled with seamless accessibility for customers — these are just a few of the advantages offered by TeamViewer's innovations.

Award-winning software for both individuals and companies

TeamViewer Remote: Connectivity, access, and remote control technology you can rely on

TeamViewer Remote enables you to connect to any device, any time, any place. Now even more secure and easier to use than ever, our flexible connectivity platform is your go-to solution for building stronger customer relationships and delivering always-on support.

Business team working on financial, accounting, and banking reports in office

Enabling remote and hybrid working models

For unifying in-office and remote workflows, ensuring security and compliance as well as boosting employee productivity, TeamViewer provides full support for decentralized and multi-branch financial and banking institutions.

Remotely-based employees and those on the move can use TeamViewer to access and operate office computers, company systems, applications, and files 24/7 from any device. With built-in Wake-on-LAN support, hybrid workers can soft power down on-site machines, safe in the knowledge they can reactivate them remotely if and when access is required.

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Rapid technical support for staff and customers

The pace of digital transformation in banking and finance means that employees have an increasingly powerful tech stack at their fingertips. When technical issues occur, rapid resolution is a must. TeamViewer is a cost-effective way to deliver instant technical support to your workforce.

The same solution can be used to provide support to customers (e.g. online banking or client portal users). It allows helpdesk and support staff to connect seamlessly with users and get eyes on the issue in an instant. Triage workflows can be streamlined significantly, with simple issues fixed immediately and more complex problems escalated to appropriate team members.

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Supporting your onboarding and training programs with AR assistance

TeamViewer is your go-to tool for delivering individual training sessions, as well as for delivery of in-person sessions. Use the control solution to share your screen directly to training participants’ screens and take them through in real time. Or discover how augmented reality can mean exceptional levels of support and a massive reduction in service downtime.

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Ensuring quality control

Once you have accessed a device with TeamViewer Remote, you can use our screen recording feature to start recording that device’s screen contents — including audio.

Once a connection is established between two devices, customer support sessions can also be recorded through remote control for future reference. Supervisors can also use this capability to analyse employees’ work for training, compliance, and quality control purposes.

Take your remote support and access to the next level

Enhance your TeamViewer experience, know more about your devices, and proactively keep your IT infrastructure healthy, stable, and secure. Boost your IT efficiency and centrally manage, monitor, track, patch, and protect your computers, devices, and software — all from a single platform with TeamViewer Remote Management.

TeamViewer Frontline: Unlock the potential of augmented reality for always-on finance

Supporting and maintaining your own kiosks? TeamViewer Frontline is our all-in-one AR platform that can help, while also enhancing the training of technical staff.

TeamViewer Frontline solutions

Spotlight

Customer success

Why choose TeamViewer?

Security

TeamViewer gives you the reassurance of industry-leading security combined with a proven track record in the banking and financial sector. End-to-end encryption ensures no one who shouldn’t can access your connections, data or file transfers — not even us.

Accessibility

TeamViewer is 100% device-agnostic. This means customers and employees can connect from any device, to any device or operating system including any Android devices, regardless of manufacturer, as well as screen sharing for iPhones and iPads.

Performance

With fast connection set-up, high transmission speeds, and superior picture quality, TeamViewer is hardwired to ensure dynamic interactions between customers and your institution, as well as more productive collaboration and communication between employees and financial centres.