Revolutionizing CX in the Finance Industry

In the competitive world of finance, providing exceptional digital customer support is key to keeping clients happy and building trust. Samesurf’s co-browsing technology can change how banks interact with their customers online, making support more effective, secure, and satisfying. Let’s explore how Samesurf can revolutionize the digital customer experience in the finance industry.

Achieve Full Context On Any Platform

With Samesurf’s co-browsing technology, financial institutions can give instant support right on the client’s webpage. This allows agents to see exactly what the customer is doing without taking control of their device. This distinct point of differentiation has led to an average 28% increase in client conversions compared to utilizing live chat on a solitary basis. By working with clients in real-time and on the same page, finance professionals are able to solve issues faster and improve the overall customer experience.

Safeguard Data with Enhanced Security

Data security is crucial in today’s security conscious environment, with data breaches on the rise. Samesurf makes sure that sensitive information stays protected during co-browsing sessions. Our patented screen redaction technology hides sensitive details such as credit card numbers and other secure elements from the view of unauthorized parties in real time. This focus on privacy has led to a 33% average increase in customer satisfaction ratings compared to companies that use live chat alone. With our technology, clients can trust that their information is secure while receiving the help that they need.

Empower Agents with Visual Guidance

Samesurf’s co-browsing solution helps agents give visual guidance, reducing the chances that customers will need to contact support again. This feature has achieved a 38% average increase in first-call resolution rates compared to standard support methods. By viewing exactly the same content as their customers while guiding them through the entire process in a highly visual manner, agents are able to resolve issues more quickly while educating their clients on how to use their internal systems.  

Conclusion

Samesurf’s co-browsing technology is currently revolutionizing the digital customer experience in the finance and other highly regulated industries. By offering full context on any platform, protecting sensitive data, and giving online clients instantly visual guidance, financial institutions are able to significantly enhance their customer support and sales initiatives. Discover the next level of digital banking with Samesurf and provide a more interactive, secure, and satisfactory experience for your clients.

Visit samesurf.com to learn more or go to https://www.samesurf.com/request-demo to request a demo.