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Cobrowsing for Financial Services.

Screen share and Cobrowse

With Blitzz, allow your specialists to seamlessly collaborate with clients right within your app or website, providing expert advice and navigating them through online transactions. Forge authentic human connections within your digital environments to elevate satisfaction, enhance portfolio growth, and strengthen customer allegiance.
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Trusted By  Leading Insurance Providers

 

Elevate banking experience With Video

 
Enable the features you need, and deliver the UX to match your brand.

  • Completing Forms
  • Filling out applications
  • Electronically signing documents
  • Submitting identification
  • Navigating from one page to another
 
RESPONSIVE PLATFORM
Connect with customers anywhere.

Agents are empowered with the ability to view the screens of users across desktop software, websites, browser apps, and mobile applications. Blitzz Cobrowse delivers a seamless experience for both agents and customers, bridging the gap across all digital interfaces.
Devices
 
RESPONSIVE PLATFORM
Hide sensitive data.

Automatically mask sensitive data such as credit card details, social security numbers, and more from the agent while a visitor enters them on their screen during a Cobrowse Session.

Cobrowse Integrations for Financial Services

Blitzz Cobrowse works seamlessly with your Financial Services tech stack. Launch secure cobrowsing sessions directly from your:

 

What Financial Services Leaders Say About Blitzz Cobrowse

We always train our people to try to “see through the phone”; Blitzz makes it possible to do so in reality. Intuitive to learn and use…

Rick N.
VP of Operations

 

Start Your 30-Day Blitzz Success Challenge

Cobrowse Impact

Resolve customer issues 41% faster

No more asking for bug descriptions and screenshots. Blitzz Cobrowse lets you see your customer’s screen live, or even take over their screen to guide the way – decreasing handle times and increasing CSAT/NPS.

Cobrowse Impact

Boost first-contact resolutions by 47%

Engaging with a potential customer and want to maintain their interest? Blitzz Cobrowse provides sales representatives and agents with instant connectivity and two-way screen sharing, increasing opportunities to enhance satisfaction and secure more successful deals.

Cobrowse Impact

Control agent access to customer data

Guarantee that agents can access sensitive customer data only when necessary, with the explicit consent of the customer. Enhance compliance and minimize risk compared to using admin panels and granting full account access.

Ready to Get Results?

The Blitzz Success Challenge is for companies that want to test remote support to confirm it reduces site visits and delivers a great experience.

Join the Blitzz Challenge

Next Steps

We’d be happy to give a product demo, answer any technical questions, or share best practices.

Schedule a Demo
Contact Sales