Sehen Sie, was Ihre Kunden sehen – in Echtzeit

Unblu Co-Browsing supports GDPR and PCI-DSS compliance by sharing only the approved page or field, not the full screen, and by masking sensitive data such as account numbers before an advisor ever sees it. Every session can be selectively recorded and stored for audit, satisfying financial-services record-keeping requirements such as MiFID II, without capturing unrelated screen content the way full-desktop screen sharing does.

Co-Browsing can be highly secure when it shares only an approved web session rather than the full screen. Unblu Co-Browsing protects sensitive information with field masking, page-level access control, and selective session recording with full audit logs. Data is AES256-encrypted at rest and TLS 1.2 is enforced in transit, and the platform meets ISO 27001:2022 and SOC 2 Type 2 standards, so advisors can collaborate with customers without exposing Client Identifying Data (CID) or full-desktop content the way generic screen-sharing tools do.

Co-Browsing improves customer support by letting an advisor see and guide a customer through a web page in real time instead of relying on verbal descriptions alone. Clients and advisors can collaborate as though they were in the same room, with full highlighting and annotation, which shortens handle time and improves first-contact resolution on complex requests like account setup or portfolio reviews. Because sessions carry across Live Chat, phone, and Video & Voice, support agents keep visual context through channel switches instead of starting over.

The main features of Co-Browsing include real-time joint navigation, agent highlighting and annotation tools, and no-download browser access. For customer-facing teams at banks and insurers, the features that matter most are security controls: data masking, page-level access control, and session recording with audit logs. Unblu Co-Browsing adds PIN-based sessions for phone support, works across Live Chat and Video & Voice without losing context, and extends to native mobile apps through Mobile Co-Apping for on-the-go digital channels.

Screen sharing broadcasts a user's whole screen or application and usually needs an installed app and repeated permissions. Co-Browsing shares only a specific web session inside the browser, so the advisor sees just the page being worked on. With Unblu Co-Browsing, banks define which on-screen functions an advisor can use, sensitive fields can be hidden with field masking, and navigating to a new page doesn't end the session, capabilities generic tools like Zoom or Teams don't support natively.

Co-Browsing, also known as collaborative browsing, is real-time collaboration technology that lets a support agent or advisor and a customer engage in joint navigation of the same web page, directly in the browser. It works by capturing the DOM in the customer's browser and recreating the visual state on the agent's screen, sharing only the agreed browser tab rather than the full desktop, with no downloads or plugins required. Unlike screen sharing, Co-Browsing never exposes the customer's full desktop. Unblu Co-Browsing is purpose-built for banks and financial institutions.

Co-Browsing steigert die Effizienz von Beratern, indem Webseiten, Formulare oder andere digitale Inhalte sicher geteilt und gemeinsam bearbeitet werden können. Kunden und Berater arbeiten dabei so, als sässen sie im selben Raum – inklusive Option für Annotationen, Markierungen und Hervorhebungen. Das beschleunigt Prozesse, reduziert Rückfragen und erhöht die Abschlussquote.

Co-Browsing ist grundsätzlich auch in mobilen Browsern möglich. Die deutlich bequemere und von Unblu empfohlene Variante ist jedoch Mobile Co-Browsing bzw. Co-Apping. Dabei handelt es sich um eine mobile-native Alternative, die dieselben Funktionen wie Co-Browsing bietet – jedoch direkt in der App-Umgebung. Das sorgt für eine bessere User Experience auf Smartphones und Tablets.

Die Unblu Plattform erfüllt höchste internationale Sicherheitsstandards, darunter ISO 27001:2022 und SOC 2 Type 2, und wird regelmässig getestet. Alle Interaktionen zwischen Beratern / Agenten und Kunden werden verschlüsselt, revisionssicher gespeichert und sind gemäss regulatorischen Anforderungen jederzeit nachvollziehbar und zugänglich.

Co-Browsing ermöglicht ein effizienteres, visuelles und kollaboratives Onboarding-Erlebnis. Alle Teilnehmenden einer Session sehen denselben Inhalt und können gemeinsam interagieren, um beispielsweise die Kontoeröffnung abzuschliessen, Dokumente einzureichen oder Informationen unkompliziert zu verifizieren. Co-Browsing funktioniert ohne Download, ist sicherer als klassisches Screen-Sharing und bietet eine besonders reibungslose digitale Zusammenarbeit.