11 customer service tips for banks and financial services
Technology combined with human expertise can help financial institutions deliver a world-class service that puts the customer first.
Is co-browsing safe? Here's what financial institutions should know
Unlike screen-sharing, co-browsing only shares the web or mobile application so the customer's data is never compromised.
How does co-browsing work? Explaining the digital tool for better online conversations
Co-browsing software, or collaborative browsing, allows bank agents to join customers in their browsing sessions in real-time.
What is co-browsing? Different types and use cases
Co-browsing is helping banks to improve their Customer Service, increase their Sales and promote their Customer Engagement.
How to create high-touch digital experiences for Credit Union members using co-browsing
How using Unblu’s co-browsing tool could create more productive conversations with credit union members and enhance the digital experience.
How to use co-browsing to boost loan applications
Learn how to use co-browsing to build more meaningful and productive interactions with customers as you guide them through important financial decisions.
How to use Unblu for conversational customer support
Learn how to integrate conversational banking tools to elevate the quality of your customer service while reducing costs.
How to use Unblu co-browsing to ease retail banking customer service
Adopting digital solutions allows banks to reduce support time and costs and gives customers the opportunity to interact with their bank in a way that suits them.
Co-Browsing vs. Screen Sharing: what’s the difference?
Banks can use Co-browsing alongside a phone call, a chat session, or a messenger conversation and ultimately create a more personalized experience for their customers. But remember Co-browsing is…
How to convert your bank's website prospects with Unblu co-browsing
By stepping in at the right moment using digital tools, bank agents can guide customers through the initial steps of their journey reducing drop-offs.
Digital banking transformation in the times of COVID-19
At times when physical interaction becomes difficult - such as with COVID-19 - a hybrid customer journey can work to create a winning customer experience.
Co-browsing best practices to improve customer experience
Co-browsing has the potential to transform customer service. Learn the best ways to use it to both improve customer satisfaction and grow your business.