Cobrowsing for Financial Services & Banks
Guide customers through loans, investments, and online banking in real time. See their screen, take control securely, and resolve complex financial transactions on the spot — no downloads, no screen-sharing links.
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Cobrowsing built for financial services
When a customer gets stuck mid-transaction, jump straight onto their screen and guide them through it. Fullview lets your agents see exactly what the customer sees and take secure control to complete loan applications, account setup, and payments in real time — directly inside your banking app or portal.
- When a customer gets stuck mid-transaction, jump straight onto their screen and guide them through it.
- See the customer's screen instantly, no downloads or link sharing
- Guide customers through loans, investments, and account setup
- Works inside your existing banking web app or portal
- SOC 2 compliant and GDPR ready
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Real-time screen control for complex cases
Some financial conversations can't be handled over chat. With cobrowsing, agents and licensed advisors step in the moment a customer needs help — highlighting forms, walking through documents, and resolving issues together on the same screen.
- Instant cobrowsing and secure screen control within your app
- Guide customers through loan documents, investment proposals, and account setup
- In-app audio and video calling for remote advisory
- Draw on screens, highlight fields, and collaborate live
Full session visibility with enterprise-grade security
See exactly what happened in every interaction. Session replays capture user steps, errors, and system information, so your team can troubleshoot faster and stay compliant — with sensitive financial data masked by default.
- Automatic session recordings of customer interactions
- Replays showing device, network logs, and system info
- Customizable privacy settings for sensitive financial data
Companies like
use Fullview to resolve customer issues faster
With the help of Fullview, Personio improved its customer support by guiding users directly on-screen during setup and troubleshooting.
Instead of lengthy explanations, agents can instantly highlight buttons, adjust settings, or demonstrate features in real time. This reduces confusion, speeds up onboarding, and improves customer retention.
Companies like
use Fullview to resolve customer issues faster
Using Fullview, Lockton simplified its claims process.
Agents can guide policyholders through complex forms, ensuring accuracy and preventing errors that delay claims. With sensitive data automatically masked, customer privacy is protected while support becomes faster and more efficient.
Companies like
use Fullview to resolve customer issues faster
Fullview helps companies like First National Bank provide seamless support for online banking and transactions.
When customers struggle with payments, investments, or loan applications, agents can jump in and guide them securely. This reduces frustration, cuts resolution time, and improves customer trust.