Trusted by leading companies and loved by 200,000+ users worldwide
Onboarding a new customer, opening an account, completing mortgage or loan applications used to happen in a branch, but not anymore. Customers want a human digital journey that mimics the in-person experience.
With Surfly, banks and credit unions can quickly enable compliant collaboration via co-browsing, video chat, and e-signing across the websites, portals, or apps that already make up their digital journey.
Challenge
Complete complex financial transactions remotely.
Surfly’s solution
A combination of digital interaction features that enable you to quickly and securely innovate along your current journey to actively collaborate, guide, and advise customers.
Result
A personal and human experience, with a focus on working together to complete a transaction collaboratively with the representative or the customer needing to think about the tools or technology being used to enable it.
Challenge
Utilizing the digital customer journey platforms and applications already in place.
Surfly’s solution
Surfly’s technology enables you to easily add a layer of interaction that works within your existing technology investments, platforms, applications, websites, or any other digital component. You can quickly innovate online journeys, enabling you to change, share, or secure web experiences without the need to change the original application or install additional software.
Result
The ability to recreate the in-person meeting experience and collaborate securely to open a new account, complete a mortgage application, and more, using your company’s current technology investment. This is just not possible using screen sharing solutions like Zoom or Teams.
Challenge
Security and compliance.
Surfly’s solution
Surfly employs TLS 1.3 transport security, full audit log features, and masking of sensitive customer data. We are also ISO 27001 certified and do not store any customer data. Ever.
Result
An enhanced experience that provides both you and your customers the highest levels of security and ensures that you remain fully compliant through all your financial based interactions.
Main use case:
Company:
Innovate using current technology investments with minimal change to the current infrastructure or customer journey.
Sales:
A start-to-sign solution that allows you to sign a new policy remotely.
Agent:
A secure and seamless way to communicate with customers and recreate the in-person meeting experience.
Support:
Quicker resolution times that can increase NPS and first call resolution.
Customer:
A personalized and collaborative customer experience.
Advisory:
A humanized digital customer journey that enables you to advise customers as if you were face-to-face.