Surfly for Financial Services: Innovative and Compliant Digital Interactions
Leading banks, financial institutions, and wealth management firms use Surfly to enable secure collaboration via co-browsing, video chat, and e-signing across the sites, apps, or platforms that already make up their digital journey.
I put together these resources for you about the challenges you may be facing with remote onboarding, lending, or digital advisory and how Surfly can help you think about how you can make it feel seamless and personal, as if you and the customer were sitting side-by-side.
How customers interact with businesses in regulated industries has increased demand for tools that allow remote interaction on a compliant platform. Meet co-browsing, an interactive solution that is compliant by design: from masking customers’ personal info to logs that let you audit interactions.
2-MINS MINI MASTERCLASS WITH SURFLY CEO
How to Transform your App into a Collaborative Space
How Surfly Helps Financial Services Businesses Drive Digital Customer Acquisition and Onboarding
Customer journeys now have more remote touchpoints than ever before. Learn how Surfly helps Financial Services companies innovate their flows to engage with remote customers by leveraging co-browsing technology.
Surfly Co-browsing demo: the AXA use case
74% of CFOs Intend to Shift Employees to Remote Work Permanently
A Gartner survey of 317 CFOs and Finance leaders revealed that 74% will move at least 5% of their previously on-site workforce to permanent remote positions after the pandemic. “Most CFOs recognize that technology and society has evolved to make remote work more viable for a wider variety of positions than ever before”.
How AXA Empowered 1000+ Remote Agents to Create and Close Policies from Start to Finish
Learn how AXA innovated distribution and improved Remote CX by empowering over 1000 agents to connect and collaborate with their remote customers in a fast, easy, and secure way. Using Surfly's interactive and personal start-to-sign solution.
Remote CX is Everything: Here’s How to Get it Right
What truly makes for a good experience? Speed. Convenience. Consistency. Friendliness. And one big connector: human touch—that is, creating real connections by making technology feel more human and giving employees what they need to create better customer experiences. The challenge: use new technology with purpose to make the experience feel more human—without creating frustrations for customers and while empowering employees
What's the Difference Between Co-browsing and Screen Sharing?
At Surfly, this question comes up everyday, and it’s one that we
love to answer. We’ve enabled over 200,000 users to recreate the in-person meeting
experience with our co-browsing technology, in a way that can never be replicated with
MCKINSEY GROWTH STORY
Maximizing Value from Remote Customer Interactions
As customers grow increasingly comfortable using remote channels, these touchpoints create a significant opportunity to create additional customer value and revenue. Indeed, improving these telephone and digital channels may be the best chance most companies have to extract more value from their existing customers—something that is particularly relevant in mature markets with a subscription-based or service contract-based business model.
AMERICAN BANKERS ASSOCIATION RESEARCH
The Changing Face of Wealth Management Customers
Clients are changing. Delivery expectations are changing. Technologies are changing. Advisers are changing. Regulatory requirements are changing. Taken together, these changes invite bank leaders to take actions today to lean in and ride on top of the wave to the future state. “The banking industry needs to recognize that it is becoming viewed as a legacy niche player in the wealth management business”.
Redefine the Omnichannel Approach: Focus on What Truly Matters
Many companies try but fail to build an omnichannel experience for every channel and customer. Leaders should instead limit their focus to the top two or three cross-channel customer interactions.