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Visual Remote Assistant
for Banking & FinTech

Accelerate KYC Verification & Customer Onboarding With Real-Time Visual Support

Complete identity verification, document authentication, and customer onboarding without branch visits. Blitzz Visual Remote Assistance delivers secure, app-free cobrowsing software that connects your banking team directly to customers—reducing verification times, preventing fraud, and improving customer satisfaction across account opening, loan processing, and compliance workflows.
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Trusted By Leading Banks & FinTech Companies

 

Transform Your Banking Customer Experience With Blitzz

 
Accelerate KYC & Customer Onboarding:

KYC identity verification and customer onboarding are critical friction points in banking. With rising fraud attempts and increasing regulatory requirements, financial institutions need smarter ways to verify identities and onboard customers. Here's what your banking teams can accomplish with Blitzz visual remote assistance and cobrowsing for banking:

  • Complete KYC Identity Verification Remotely
  • Verify Documents and IDs in Real-Time via Live Video
  • Guide Customers Through Digital Account Opening
  • Authenticate Signatures and Forms Visually
  • Support Loan Application Processing Remotely
  • Reduce Branch Traffic and Operational Costs
  • Improve Digital Customer Engagement Throughout Onboarding
 

Powerful Visual Remote Assistant Features Built for Banking

App-Free, One-Click Video Connection

Customers shouldn't need to download apps or navigate complicated setup processes during account opening or verification. Blitzz remote visual support works instantly through any smartphone browser—no app store visits, no technical barriers. Banking representatives simply send a secure link via SMS or email, and the customer clicks to connect. This app-free approach dramatically increases verification completion rates and accelerates time-to-account-opening for retail banking, wealth management, and commercial accounts.

HD Video Capture With Secure Document Verification

KYC verification requires clear, detailed visual documentation for accurate identity confirmation and regulatory compliance. Blitzz delivers high-definition video streaming with the ability to capture timestamped photos during live sessions. Banking agents can zoom, annotate, and guide customers to capture specific ID angles, proof of address documents, and signature specimens. All documentation is automatically saved and linked to the customer file, creating a complete audit trail that supports compliance requirements and reduces fraud risk.

Secure Cobrowsing Solution for Banking Compliance

Financial data demands the highest level of protection, and Blitzz meets enterprise banking security requirements with end-to-end encryption, SOC-2 compliance, and comprehensive audit trails. Every visual customer support session is recorded (with consent), securely stored, and accessible only to authorized personnel. The secure cobrowsing solution allows agents to guide customers through online banking portals, application forms, and digital signatures—with automatic PII masking to protect sensitive information.

Visual Remote Assistance Integrations for Banking

Blitzz Visual Remote Assistance works seamlessly with your banking technology stack. Launch secure visual assistance sessions directly from your:

 

What Banking Leaders Say About Blitzz Visual Remote Assistance

I once traveled hours to fix a wiring issue that could have easily been solved in minutes using video. That's a lot of time and expense for a very simple fix. Blitzz helps us address questions and issues from contractors faster and remotely, allowing contractors to get back to their project quickly—sometimes within minutes.

APR_User
Ken Kramer
Technical Service Advisor @ APR Supply Co.

View Case Study
 

Start Your 30-Day Banking Visual Assistance Success Challenge

Cobrowse Impact

Reduce KYC Verification Times by Up to 80%

With Blitzz visual remote assistance, banking agents connect with customers in minutes instead of requiring branch visits. See identity documents, proof of address, and customer signatures in real-time without scheduling appointments. Accelerate the verification process, reduce abandonment rates, and complete account openings faster than ever before.

Cobrowse Impact

Reduce Branch Traffic by Up to 60%

Every unnecessary branch visit costs your organization time, staffing resources, and customer convenience. Blitzz collaborative browsing enables remote identity verification and guided digital onboarding for qualifying customers—eliminating travel friction, reducing lobby wait times, and freeing your branch staff to focus on complex advisory services that truly require in-person presence.

Cobrowse Impact

Increase Customer Satisfaction and Account Completion Rates

Today's banking customers expect fast, convenient service—especially during account opening. Visual remote assistance lets customers complete identity verification from their location, on their schedule, without taking time off work or traveling to branches. The result: faster account activations, clearer communication, and significantly improved customer experience scores across your retail and commercial banking lines.

Ready to Transform Your Banking Customer Experience?

Blitzz Visual Remote Assistance helps your financial institution validate how app-free digital customer engagement streamlines KYC verification, reduces operational costs, and improves customer satisfaction across retail banking, commercial accounts, and wealth management services.

Join the Blitzz Challenge

Frequently Asked Questions

Have Question? We are here to help

What is visual remote assistance for banking?

Visual remote assistance for banking is real-time visual support conducted via live video connection between banking agents and customers. Instead of requiring branch visits for identity verification or document signing, customers use their smartphone camera to show identification documents, proof of address, and signatures—while the banking agent guides the process, captures documentation, and completes KYC verification remotely. This customer service technology dramatically reduces onboarding times and operational costs while maintaining compliance standards.

How is visual remote assistance different from video banking?

Traditional video banking provides face-to-face conversation but lacks interactive document verification capabilities. Visual remote assistance is interactive and agent-guided, allowing real-time direction to capture specific document angles, verify identity features, and authenticate signatures during the live session. Agents can zoom, annotate, and mark specific areas while using cobrowsing to guide customers through digital forms—ensuring comprehensive visual evidence that supports accurate KYC verification and regulatory compliance.

Is Blitzz Visual Remote Assistance secure and compliant for banking?

Yes. Blitzz is built with enterprise-grade security, including end-to-end encryption, SOC-2 compliance, and comprehensive audit trails required for banking operations. All visual assistance sessions can be recorded with consent, securely stored, and accessed only by authorized personnel. The platform includes automatic PII masking during cobrowsing sessions, meets data protection requirements for major banks and credit unions, and integrates with existing core banking systems to maintain compliance throughout the verification workflow.

Do customers need to download an app for remote identity verification?

No. Blitzz uses app-free, one-click access so customers don't need to download any software or navigate app stores. They simply click a secure link sent via SMS or email and connect instantly from any smartphone browser. This removes technical barriers, increases verification completion rates, and delivers a frictionless experience for customers who want to open accounts quickly without unnecessary steps.

What types of banking processes can use visual remote assistance?

Banking teams can use Blitzz visual remote assistance for:

  • KYC identity verification and document authentication
  • New account opening and digital onboarding
  • Loan application processing and document collection
  • Mortgage verification and property documentation
  • Wealth management client onboarding
  • Commercial account verification
  • Fraud investigation and dispute resolution
  • Remote notarization support

Visual assistance technology helps complete verifications up to 80% faster while reducing branch traffic significantly.

Next Steps

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

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