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talkevent enhances their fintech software with collaborative functionality, enabling better customer relationships

Client

talkevent, Germany

Challenge:

talkevent wanted to quickly enable collaborative functionality within their fintech software solution that enhances customer engagement and is used by over 200 financial institutions. Specifically they needed to recreate the convenience and security of in-person meetings online by integrating co-browsing functionality within their software.

 

Solution:

Utilizing Surfly’s flexible and well documented APIs, talkevent was able to fully integrate co-browsing features into their software with minimal code to change, deploy, or test. Within just 2 weeks they were all set and ready to launch!

 

Results:

Due to this expedited time to market, talkevent quickly responded to their customers needs and enabled their customers’ agents to instantly upgrade any chat conversation into a fully collaborative digital experience. This enabled their users to create better, happier, and more collaborative customer relationships.

What talkevent says:

“Surfly’s co-browsing features have been incredible additions to our diverse and powerful suite of customer engagement features. We were particularly impressed by the speed to market – in just 2 weeks we were all set and ready to launch!”

Story:

When talkevent wanted to quickly enable collaborative functionality within their fintech software solution, they turned to Surfly. Their software, which enhances customer engagement and is used by over 200 financial institutions globally, already had a suite of functionalities and they needed a solution that could get integrated quickly and seamlessly without interfering with the rest of their tech stack.

They decided to integrate Surfly’s Co-browsing technology to recreate the convenience and security of in-person meetings online.

Utilizing Surfly’s flexible and well-documented APIs, they were able to fully integrate our co-browsing features into their software with minimal code to change, deploy, or test. Within just 2 weeks they were all set and ready to launch!

Due to this expedited time to market, talkevent quickly responded to their customers needs and enabled their customers’ agents to instantly upgrade any chat conversation into a fully collaborative digital experience. This enabled their users to create better, happier, and more collaborative customer relationships.

 

 

Key Benefits

  • For talkevent

    Innovate quickly using current technology investments, and with minimal change to the current infrastructure

    talkevent was seamlessly able to add co-browsing technology within its existing tech stack in just 2 weeks

  • For talkevent's customers
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Awards and Honors

  • Catherine D
    23 November 2020

    Great additional service to our company

    “It is so easy! No one has to download anything for us to connect and the steps needing to make the connection is simple. It has great features that make it easy to show multiple websites and even be able to show documents loaded in my computer. To be able to swap control of the cursor back and forth is also great, so the end user can feel a part of their own enrolment.”

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  • Enterprise Insurance

    29 March 2021

    Why Surfly impressed me?

    “Surfly’s co-browsing solution is easy to use for both customers and agents, and the back-end system allow business to customize many different settings like user interface and the back list/ white list, and so on.
    What attracted me most is Surfly’s e-signature feature and document collaboration, which can help the insurance industry develop the digital online service significantly.”

    Read the full Surfly review on G2

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  • Administrator in Enterprise Financial Services

    25 May 2020

    A hassle-free solution that is friendly to use, easy to integrate, and affordable to adopt.

    “Universal browsing with video chat and document upload/download is a perfect combination for digital insurance! And I think the free trial and online resource is really helpful for early evaluation.”

    Read the full Surfly review on G2

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    • G2 high performer europe badge