Everything you need to know about universal
co-browsing

Surfly is proud to announce a major milestone on our journey to redefine customer experience: we’ve been recognized as the 2025 Dev-one Partner of the Year by NICE CXone, the global leader in cloud contact center solutions (CCaaS). This award, presented at NICE Interactions 2025 in Las Vegas, shines a spotlight on the power of combining cutting-edge automation with the irreplaceable value of human insight.

Co-browsing lets users interact with the same webpage in real time — no downloads needed. Unlike screen sharing, which is passive and prone to lag, co-browsing is faster, more secure, and fully interactive. It’s ideal for customer support, boosting satisfaction and efficiency.

Learn how co-browsing technology helps insurance companies improve policy selection, claims submissions, troubleshooting, onboarding, and error correction. Discover why co-browsing is a better choice than traditional screen-sharing with its focus on security, privacy, and regulatory compliance.

Discover 5 reliable alternatives to Oracle Co-browse software, which phased out in December 2024. Each option offers features to improve customer support and enhance security.

Co-browsing software lets you take full control of your digital experience. You can share in every step a customer takes and improve your ability to support them through real-time assistance. Whether it’s remote buying, application assistance or just plain help, co-browsing adds a human touch to the digital space. Below, we’ll introduce you to 5 of the best co-browsing software tools available right now.

For a business to survive in today’s competitive world it has to put customer engagement at the top of its list of priorities. There are lots of ways you can keep customers engaged but if you want to deliver a seamless customer experience, it’s best to turn to one of the many customer engagement platforms, tools, or software.

Today’s customers expect more. More personalization, more convenience, more options, and more flexibility. According to Salesforce, 66% of customers expect companies to understand their needs and expectations, and 68% of customers expect brands to demonstrate empathy. Customers today want you to personalize their entire experience and make them the center of your universe. But, to make this happen, it is no longer enough to just add more communication channels or improve customer service. Such a change needs a mindset shift.

Learn how conversational marketing tools like chatbots, live chat, and video chat can enhance customer relationships, increase conversions, and optimize your marketing strategy.

Discover clever customer service psychological tipshacks for dealing with customers effectively. Learn how to build trust, avoid buyer’s remorse, and create lasting customer relationships.

Discover how to enhance user retention with personalized, interactive, and seamless SaaS onboarding strategies

Discover the truth behind common misconceptions surrounding co-browsing technology and how companies are leveraging it to enhance their online collaboration.

According to a survey by the Huffington Post, respondents said they would rather give up their firstborn child than deal with their home insurer. While we can safely assume these respondents were joking, the sentiment is well taken. So, why do people hate buying insurance so much? Let’s take a look at what market research has to say about consumers and their distaste for insurance companies.

Let’s say you want to make a simple dashboard page, where you’d like to use iframes to embed content from 3rd-party websites. By using Surfly’s proxy, you can bypass X-Frame-Options headers and ensure seamless functionality within your iframes.

We’re going to show you the future of shopping: Collaborative shopping! Everyone is talking about the best way to work remotely these days, but have you ever thought about the best way to shop remotely? At Surfly, we like to call it collaborative shopping, or co-shopping. Who says people can’t shop with their friends anymore? As long as they have a web browser and use Surfly’s co-browsing technology, they can shop with anyone across the world.

Engaged customers are more likely to buy from you again, write positive reviews, recommend you to friends and family, give you testimonials, and share valuable feedback on your product or service. That’s why it’s critical to develop a solid customer engagement strategy and to optimize it continuously.

You might not have heard the term “visual engagement,” but if you work in marketing, sales, or customer service, visual engagement is probably a big part of what you do, especially as we move towards increasingly remote and hybrid models of working and selling. While the term might not be widely used (yet), the technology is. Visual engagement tools are at the forefront of new models of customer engagement and digitalization. A solid visual engagement strategy can boost ROI and reveal hidden opportunities in your customer journey. This guide will explain the basics of visual engagement, talk about why it matters, and give a brief rundown of the main types of visual engagement tools.

Improving cross-selling and customer retention through relationship marketing, relationship selling, and customer engagement is key to organizational success. Customer engagement, in particular, can have an outsized impact on your company’s revenue.

Every purchase is the result of a relationship. Companies who realize that and prioritize developing long-term business relationships with people in their target market will see increased profits. These companies accomplish that through relationship marketing.

Surfly co-browsing is an advanced, secure alternative to screen sharing. It is a completely browser-based solution where an agent or a healthcare professional browses a website together with the customer and guides them through their web journey.

Know Your Customer rules have shaped the customer onboarding process in the banking industry for at least 20 years. But financial crime regulations continue to present a challenge to financial institutions that must maintain compliance while also providing a great customer experience. Electronic KYC (eKYC) can be an effective way to meet that challenge.