advanced whiteboarding for finance professionals

Interactive video meetings

When a traditional online meeting ends, all communication is gone. Vectera works fundamentally different: Create persistent video rooms for each of your clients and keep track of all content and communication in one single place.

All notes, documents and meeting recordings remain available in this virtual meeting room.

The client can come back to the virtual room any time to revisit the previous conversations. Next time you meet the client again, you can pick up the conversation where you have left.

The possibilities are endless: Share your screen to guide your client through their accounting software. Make notes in Vectera with your tablet and stylus. Upload and discuss balance sheets, expenses or any other document in real time.

Schedule meetings with zero effort

Easily schedule meetings with new or existing clients. Connect your agenda and clients will be able to book a free meeting slot.

You can customize buffer times, availabilities, custom questions during the booking process ("What is your vat number?") to ease to process of planning meetings.

When a new client books a meeting, a new meeting room will be generated. When a client returns for a new appointment. The meeting room will be re-used that was previously used.

Integrates with Microsoft Exchange / Microsoft Exchange online / Microsoft Office 365 / Google apps for business / iCloud / Microsoft Outlook Online / Microsoft Live

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Meet with 1 click video

Say yes to simplicity! No downloads, no frustrations. The platform is entirely web based and enables direct access with 1 link. No plugins/downloads required.

All streams are end-to-end encrypted for maximum security. Stable video connection with audio-only fallback. Engineered to pass through the most restrictive firewalls.

Record (part of) your meetings for future reference. Recordings can be uploaded directly to the cloud which enables access for you and the other participants for future reference.

Make your brand stand out

The only thing your client needs to join a video conversation is a browser. No need to download (and update!) software packages and installers. Vectera lets you start a video meeting with 1 click. Much better!

Vectera rooms are important touchpoints with your client. A solid first impression is key for new clients.

Add your logo and graphical identity for consistent branding with the whitelabel plan. Included in the whitelabel plan is the ability to integrate the meeting scheduler and the entire meeting interface with minimal effort on your website.

Accessible from any device financial