Co-browsing
Banking customers expect next-level guidance
Effortless, secure Co-Browsing for real-time collaboration – no downloads required.
Seamless Co-Browsing across digital touchpoints
Enhance advisor efficiency, reduce prep time, and foster deeper, more relevant client conversations.
Ensure customer satisfaction by providing visual assistance, even from standard phone calls.
Improve resolution times by providing visual support via collaborative browsing during discussions.
Customer support agents can strengthen conversations by guiding customers through processes interactively – whether in a video meeting or on a voice call.
Effortless for both customers and agents
Frictionless, intuitive Co-Browsing for a superior customer experience.
Our Co-Browsing tool works instantly within the browser, no software installations needed for agents or customers.
Contact center agents can highlight key areas on the page or request temporary remote navigation access (only with customer approval).
Customers always see exactly what is being browsed together, ensuring full transparency and control for more satisfied customers.
Empower customers with visual guidance
Support customers at critical moments with Co-Browsing technology.
Help customers complete account setup, submit documents, or verify information effortlessly. Secure loyal customers from day one.
Educate remote customers on self-service tools and guide them through transactions with step-by-step assistance.
Walk customers through investment portfolios, complex forms, or financial planning documents interactively.
We are going to combine two different things. AI with HI that I’m going to call ‘human intelligence’. And the goal for us is to deliver a new banking experience.
Maurice Lisi
Head of Digital Banking
Die Integration von Live-Chat und Co-Browsing hat unsere Fähigkeit, einen
effizienteren und qualitativ hochwertigeren Service zu bieten, verbessert.
Nicola Andreetta
Head of supportoATTIVO
Security and compliance at the core
Ensure data privacy and regulatory compliance with built-in protections and audit logs.
Hide sensitive fields (e.g. passwords, personal data) from customer service agents to protect customer information.
Only pre-approved web pages can be browsed together, preventing accidental exposure of unrelated content and protecting customer privacy.
All Co-Browsing sessions can be recorded and securely stored for compliance, audit, or training purposes.
How it works
Fast, secure, and easy to implement.
Embedded Co-Browsing relies on DOM (Document Object Model) for capturing and recreating the customer’s browser on the agent’s computer or device. DOM capturing runs in the customer’s browser and transfers a “clone” of the visual state of the browser to the agent.
Enable Co-Browsing by adding a lightweight JavaScript snippet to the <head> section of your website’s HTML.
