at Financial Technnology Year
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Crestron Flex from Crestron
Complete room solution with touch screen control panels, integration with building management systems for premium client experience, customizable user interfaces branded for wealth management firms, one-touch join for scheduled meetings, and advanced room booking integrations with financial CRM systems.
Product analysis by function
Video Conferencing Equipment for Client Relationship Management
High-quality cameras, microphones, displays, and related technology for conducting virtual client meetings with professional audio-visual quality.
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Audio Quality
(0 Yes /0 Known /13 Possible features)
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Noise Cancellation Ability of microphones and software to filter out background sounds for clearer speech. |
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Echo Reduction Technology that minimizes or eliminates echo during conversations. |
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Full Duplex Capability Allows both parties to speak and be heard simultaneously without drop-outs. |
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Frequency Response Range Measures the audio frequency spectrum covered by the microphone for natural sound. |
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Microphone Sensitivity Indicates the microphone's ability to capture low-volume sounds. |
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Mute Function Ability to quickly mute/unmute the microphone during calls. |
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Adjustable Gain Option to manually control microphone input volume. |
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Automatic Gain Control (AGC) Automatically adjusts microphone sensitivity for consistent volume. |
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Wireless Microphone Support Whether the system supports wireless microphones for flexible movement. |
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Multiple Microphone Inputs Number of microphone input channels supported. |
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Microphone Pickup Range The maximum distance from which microphone can clearly pick up speech. |
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Audio Output Options Variety of output types supported (e.g., speakers, headphones, PA system). |
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Voice Activity Detection Detects when a participant is speaking for automated focus/switching. |
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Video Quality
(0 Yes /0 Known /13 Possible features)
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Resolution Maximum support for video resolution for crisp, detailed images. |
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Frame Rate Number of frames displayed per second for smooth video. |
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Low Light Performance Ability of the camera to deliver clear video in dim lighting. |
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Autofocus Automatically keeps subjects in sharp focus regardless of movement. |
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Automatic White Balance Automatically adjusts color balance for natural skin tones. |
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Zoom Capability Ability to zoom in/out optically or digitally during meetings. |
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Field of View Extent of the observable area captured by the camera. |
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Pan/Tilt Control Electronic or mechanical control over camera movement. |
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Multiple Camera Support System can handle more than one camera at a time. |
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Background Replacement/Blur Ability to blur or replace background for privacy and professionalism. |
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Facial Recognition Auto-framing Auto-framing technology that centers speaker(s) on screen. |
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Image Noise Reduction Minimizes video noise (grainy artifacts) in poor lighting conditions. |
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HDR Support High Dynamic Range for accurate colors and better contrast. |
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Connectivity
(5 Yes /5 Known /10 Possible features)
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Wired Connection Options Support for physical connectivity (USB, HDMI, Ethernet, etc.). |
Physical connection via USB, HDMI, Ethernet are standard. | |
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Wireless Connection Options Support for wireless connectivity (Wi-Fi, Bluetooth, etc.). |
Supports Wi-Fi and Bluetooth accessories (keyboards, remotes). | |
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Compatibility with Collaboration Platforms Works with platforms like Zoom, Teams, Webex, etc. |
Explicitly supports Microsoft Teams, Zoom, Webex, and more. | |
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Plug-and-Play Setup Ease of installation; works immediately upon connection. |
Plug-and-play setup via USB and Ethernet, with minimal configuration required. | |
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Multi-device Pairing Ability to connect and switch between multiple devices. |
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Cable Management Built-in features for organizing and concealing cables. |
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Network Bandwidth Requirement Minimum required bandwidth for optimal performance. |
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Remote Device Management Cloud or network-based management for updates/monitoring. |
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PoE (Power over Ethernet) Support Device can be powered via Ethernet cable for simplified installation. |
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Firmware/Software Updatability Ability to update software or firmware for new features/security. |
Firmware/software updatability is a standard feature and updates are regularly provided by Crestron. |
Display Technology
(1 Yes /1 Known /10 Possible features)
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Screen Size Diagonal measure of the display surface. |
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Screen Resolution Maximum pixel resolution supported. |
No information available | |
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Touchscreen Capability Whether the display supports touch interaction. |
Touch control panels are a core part of the Flex solution. | |
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Integrated Cameras Cameras built into the display unit. |
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Multi-screen Support Ability to use several displays in a meeting room setup. |
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Brightness Adjustment User can change the display’s brightness to suit the environment. |
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Display Refresh Rate Frequency at which the display redraws images. |
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Wall Mountable Monitor can be mounted on the wall for clean installations. |
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Split Screen/Multiview Can display multiple video streams simultaneously. |
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Integrated Speakers Built-in audio output on the display. |
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System Integration
(5 Yes /5 Known /10 Possible features)
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CRM Integration Direct connection/integration with CRM software (e.g., Salesforce, Microsoft Dynamics). |
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Calendar Sync Synchronizes with organization or personal meeting calendars. |
Calendar sync with popular platforms (Exchange, Outlook, O365, Teams) is built in. Supports room booking and scheduled meeting joins. | |
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Single Sign-On (SSO) Supports organization-wide identity and access management. |
Single Sign-On (SSO) is supported via Microsoft and supported platforms. | |
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API Availability Availability of APIs for custom integrations. |
APIs available for deeper integration with back-end systems and building management. | |
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Contact Directory Access Easy access to stored and searchable contact details. |
Crestron Flex integrates with Outlook, Exchange, and Teams, allowing directory/contact access for meetings. | |
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Automated Meeting Logging Automatically logs meeting summaries and attendance in CRM. |
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Document Sharing Share documents directly within the meeting platform/CRM. |
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Notes Synchronization Ability to synchronize notes taken during meetings to CRM records. |
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Third-party App Integration Integrates with productivity or workflow applications (Trello, Slack, etc.). |
Third-party app integration is supported via Teams/Zoom and building automation APIs. | |
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Meeting Recording Storage Automatically stores meeting recordings into CRM or fund management systems. |
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Security & Privacy
(4 Yes /4 Known /10 Possible features)
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End-to-End Encryption Protects the entire communication by encrypting video and audio streams. |
End-to-end encryption supported where underpinning service (MS Teams, Zoom) is configured to use it. | |
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User Authentication Requires secure credentials for access and system usage. |
Supports platform-native user authentication (Teams, Exchange, etc). | |
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Role-based Access Control Assigns different permissions to users based on their role. |
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Waiting Room/Lobby Ability to control entry to meetings via waiting rooms. |
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Audit Trail/Logging Tracks access and activity for compliance and security review. |
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Data Residency Options Allows specification of where meeting data is stored geographically. |
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Compliance Certifications Product has certifications for standards like GDPR, SOC2. |
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Watermarking Applies visual watermarks to video to deter unauthorized recording/distribution. |
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Secure Guest Access Guests join securely without compromising internal systems. |
Guests and external partners can join scheduled meetings securely via established conferencing platforms. | |
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Automatic Locking Meetings can be automatically locked after starting to block new entries. |
Lobby / waiting room features supported through integrated conferencing services (Teams, Zoom). |
User Experience
(4 Yes /4 Known /10 Possible features)
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Intuitive User Interface User interface design is simple and logical, requiring minimal training. |
Marketing notes emphasize intuitive and customizable user interfaces with touch panels requiring minimal training. | |
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Quick Setup System can be made operational in minimal time. |
One-touch join and streamlined setup highlighted on product page. | |
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On-device Controls Physical controls are available directly on equipment. |
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Custom Branding Ability to brand the system/UI with organization logos/colors. |
Custom branding is explicitly supported, as clients in wealth management can brand UI with firm colors/logos. | |
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User Profiles Supports multiple user profiles for personalization. |
Supports user profiles for room booking, personalized settings, and access control. | |
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Voice Commands Control device functions via natural language commands. |
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Automatic Updates System auto-installs updates to ensure best performance and security. |
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Accessibility Features Options for users with disabilities (closed captions, magnification, etc). |
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Multi-language Support System is usable in multiple languages. |
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Mobile Device Remote Control Support for app or phone as a remote control for device functions. |
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Collaboration Tools
(7 Yes /7 Known /10 Possible features)
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Screen Sharing Present content from computer or mobile devices to participants. |
Screen sharing (content presentation) is standard in Teams, Zoom; Flex is certified hardware for these. | |
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Whiteboarding Draw, annotate, and brainstorm with digital whiteboard functions. |
Interactive display options and companion whiteboarding applications are offered in Flex systems. | |
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Live Polls/Surveys Collect feedback or gauge opinions instantly in meetings. |
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Instant Messaging/Chat Real-time text-based communication alongside video feed. |
Crestron systems support in-meeting chat where supported by the platform (Teams, Zoom). | |
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Annotation Tools Ability to highlight, mark up, or annotate shared documents. |
Touch panels and companion annotation tools supported when using touch-enabled displays in Flex systems. | |
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Breakout Rooms Split larger meetings into smaller groups for focused discussion. |
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Hand Raising Participants can indicate desire to speak or comment. |
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File Sharing Easily upload and share files within meetings. |
File sharing is carried through meeting platform (Teams, Zoom), and device does not block these features. | |
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Meeting Recording Record video, audio, and shared content for later review. |
Crestron Flex supports automatic cloud and local meeting recording in line with conferencing provider's capabilities. | |
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Transcription Provides automated written record of spoken conversation. |
Automated transcription is available through Teams/Zoom integration and is supported on Flex hardware. |
Reliability & Performance
(1 Yes /1 Known /10 Possible features)
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System Uptime Percent of time the system is operational and available. |
. | No information available |
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Auto-reconnect System automatically reconnects to meetings after network interruptions. |
System can auto-reconnect to meetings if network is interrupted. | |
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Startup Time Time taken for the system to boot up and become ready. |
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Latency Average time delay between transmission and reception. |
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Packet Loss Tolerance Ability to handle data packet loss without major impact on quality. |
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Adaptive Bitrate Streaming Dynamically adjusts video/audio stream quality to network conditions. |
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Redundancy Options Backup power and data links to protect against service interruptions. |
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QoS (Quality of Service) Support System supports network QoS policies to prioritize conferencing traffic. |
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Firmware Stability Track record of minimal crashes or software bugs. |
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Diagnostic Tools Built-in features for troubleshooting and performance analysis. |
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Room Adaptability
(0 Yes /0 Known /10 Possible features)
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Camera Auto-framing System automatically frames and crops video to group participants. |
. | No information available |
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Acoustic Echo Cancellation Optimizes sound in environments with poor acoustics. |
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Flexible Mounting Options Cameras, mics, and displays can be mounted (ceiling/wall/table). |
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Portable/All-in-One Form Factor Devices are self-contained and easy to move (portable or all-in-one designs). |
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Expandable with Additional Components Ability to add more cameras, mics, or accessories as needed. |
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Preset Room Configurations System stores and recalls configurations for multiple rooms. |
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Wide Angle Lens Option Camera supports wide-angle lens for small or irregularly shaped rooms. |
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Speaker Tracking Automatically focuses camera and audio on the active speaker. |
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Ambient Light Sensor Display or camera adjusts settings based on room lighting. |
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Cable Length (Maximum) Longest supported cable length for flexible room setup. |
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Support & Maintainability
(2 Yes /2 Known /10 Possible features)
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Warranty Period Duration and extent of manufacturer warranty coverage. |
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Remote Diagnostics Ability for remote support staff to diagnose/fix issues. |
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End-user Training Materials Availability of documentation, tutorials, and/or videos for users. |
Crestron provides end-user training materials online, including video walkthroughs and manuals. | |
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Component Modular Design Equipment is designed in replaceable modules for fast repair and upgrades. |
. | No information available |
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Vendor Support SLA Vendor provides a defined service-level agreement for support requests. |
Vendor (Crestron) provides enterprise SLAs for support, documented in commercial offerings. | |
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Regular Firmware Updates Device regularly receives firmware/security updates from vendor. |
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Hot Swap Capability Parts can be swapped with no system downtime. |
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Asset Management Integration Integration with asset/IT management systems for inventory and tracking. |
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Spare Parts Availability Vendor ensures timely delivery of replacement parts. |
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Service History Tracking Tracks maintenance and repair history for each device. |
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