SURFLY FOR BANKS AND CREDIT UNIONS

Humanize the digital customer experience

Innovative and compliant digital interaction technology used by the world’s leading financial institutions to personalize and innovate their digital customer experience.

Free 14-day trial. No credit card required

Trusted by hundreds of companies and more than 200,000 users worldwide

  • Axa logo
  • Generali logo

Onboarding a new customer, opening an account, or completing a mortgage or loan application used to happen in a branch, but not anymore. Customers want a remote and personal digital journey that mimics the in-person experience. Using Surfly, banks and credit unions can quickly enable secure and compliant collaboration via co-browsing, video chat, and more across the websites, portals, apps, or platforms 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 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.

  • Catherine D
    23 November 2021

    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 enrollment.”

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  • Internal Consultant in Enterprise Financial Services

    25 March 2021

    Improve Your Customer Relationships

    “There are lots of co-browsing capabilities available today, especially as Covid has forced us all to be remote. Surfly is different. It enables a business to work directly with its customer rather than passing the control back and forth. Through its capabilities, businesses can not only train their own staff better, but, provide more personalized customer service by being able to go onto the screen with the customer and point out key messages, correct erroneous input, etc.”

    Read the full Surfly review on G2

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  • Consultant in Financial Services

    23 March 2021

    Good designed and easy-to- integrate product

    “The beauty of their solution! It’s simple, intuitive, and well-designed. The solution is also very easy to integrated into our platform, and maybe into any other platforms as well.”

    Read the full Surfly review on G2

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