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Fact Sheet

Co-Browsing: the ultimate guide

Secure & Profitable Online Engagement for the Financial Sector

“Co-browsing technology is rarely used outside industries like financial services and telecoms, but it merits wider implementation. Application leaders supporting customer service should consider it a hidden gem for enabling differentiation and bridging the gap between human- and AI-driven interaction” (Gartner).

Using co-browsing, banks can fill in this gap between online self-service interaction and traditional communication methods.  We’ve seen time and time again that this "missing link" between the online and the offline world has a direct effect on customer satisfaction, sales conversion, and customer loyalty.  In this white paper, we’ll explore some of these benefits that result from using Unblu solutions.

  1. Private Banking in Belgium
    Case Study

    Private Banking in Belgium

    A leading private bank in Belgium implemented Unblu co-browsing to augment the way advisors sell products through their banking websites.

  2. SZKB - Supporting local customers with their financial goals
    Case Study

    SZKB - Supporting local customers with their financial goals

    Discover how SZKB and 80% of Swiss Cantonal Banks are using Unblu co-browsing solutions to enable call center agents to increase efficiency and quality of service.

  3. Pax Insurance - Enhancing Hybrid Consulting
    Case Study

    Pax Insurance - Enhancing Hybrid Consulting

    Pax Insurance, a leading Insurance provider in Switzerland has selected Unblu to support them in enhancing both its direct sales and broker network strategy.

  4. The 2022 Digital Wealth Management Outlook
    Whitepaper

    The 2022 Digital Wealth Management Outlook

    Based on observations, events and stats from the forefront of private banking, Unblu’s 2022 Digital Wealth Management Outlook offers a roadmap to help strategists and executives orient their teams in uncharted territory.

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