Co-Browsing
Real-time collaboration for meaningful conversations
Co-browsing software lets you collaborate in real-time with your customers. A Relationship Manager can work with a customer to discuss opportunities, fill out forms or purchase products online.
Nothing to download
There are no downloads, no installations, no plug-ins. Just instrument your website with a single line of Javascript code and customers can share their browser tabs with a single click.
150+ financial services implementations
Integrating secure Co-Browsing into an existing banking or insurance infrastructure can be challenging. We partner with the most popular front-ends in the financial services space.
Private and Secure
The co-browsing modules are completely encrypted and secured. Sensitive information is masked and is never seen by the agent or even sent to the server.
Types of Co-Browsing tools
There are different ways co-browsing technology can be implemented in a bank or insurance company to meet their conversational banking aspirations and deliver a world-class customer experience to their customers and prospects.
Agent's view
Embedded Co-Browsing
Designed for highly secure environments. Join customers on a web domain or application you own.
Agent's view
Universal Co-Browsing
An extra layer of flexibility, Universal Co-Browsing enables participants to navigate to anywhere on the web together.
Agent's view
Document Co-Browsing
Share and view documents simultaneously with your customers.
Agent's view
Mobile App Co-Browsing
Join customers on their mobile apps when they need support or advice.
Co-browsing implementation in the financial sector
DownloadWhy Unblu Co-Browsing for financial services
Nothing to download
Unblu is completely browser-based and works inside the browser without any software installation. Neither the agent nor the end customer needs to install any software.
No server side storage of sensitive data
By tagging elements of the website/customer portal, Unblu allows to exclude data or skip elements from the capturing process. Sensitive data is never transmitted from the customer's browser to the Unblu server.
Existing security setup is not compromised
Unblu co-browsing is integrated behind the Web Application Firewall of the instrumented application and becomes part of the application infrastructure.
Render complex e-banking pages
Unblu’s patented Co-Browsing technology can handle most modern e-banking systems that rely on HTML 5 logic.
Able to support cross-domain use-cases
With an Unblu cross-domain setup you can instrument both websites with the same Unblu account and allow sessions to continue from one domain to the other.
Keep the context
There is no transfer of the session to a proxy server— the client remains in the context of their original session on your web application and request IPs do not change in flight.
Using Unblu's Conversational Platform, we can provide our clients with a way to support and guide members at every step of their digital journey.
Dean Rathwell General Manager, Digital Banking
With this new online function, LUKB's advisors can make the documents on their screens visible on their customers' devices. That way, the documents or online applications can be clearly explained in a conversation.
Stefan Lüthy Head of Digitization and Multichannel Management at LUKB
More than 250 specialist investment advisors in our network, distributed throughout Spain, have been equipped with this new technology which allows them to attend and advise their clients remotely.
Carlos Ruiz Network Director of Renta 4 Banco
As a key part of our digital banking initiatives, Unblu’s co-browsing has enabled us to provide unrivalled customer support, allowing our customer care and financial advisors to reach “through” the screen and be right there alongside our customers, whenever and wherever they need us.
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Fact Sheet
Download a PDF version of our Product Guide