Co-Browsing

Eltropy Co-Browsing is a secure, real-time browser tab sharing solution designed for Credit Unions and Community Banks. It allows agents to visually guide members and customers through digital experiences without requiring downloads or exposing sensitive data. Unlike traditional screen sharing, Co-Browsing shares only the browser tab, ensuring privacy and compliance while enhancing support, onboarding, and conversion.

Features

• No Downloads Required: Co-Browsing works directly in the browser, eliminating the need for software installations.
• Browser Tab Sharing Only: Agents see only the content within the shared tab, not the full screen or other applications.
• Field Masking: Sensitive fields like social security numbers are automatically hidden from agents.
• Form Restrictions: Prevent agents from submitting forms; only customers can complete and submit.
• Audit Logs: Track agent actions during sessions for accountability and compliance.
• Secure Surfing: TLS 1.3 and SHA-256 SSL encryption ensure secure data transmission.
• Data Privacy: No personal data or session information is stored; PII and cookies remain on the user’s device.
• Unified Conversations Integration: Seamlessly add Co-Browsing to chat, video, phone, and text interactions.

Capabilities

• Real-Time Guidance: Agents can walk customers through complex digital processes live.
• Omnichannel Support: Co-Browsing integrates with multiple communication channels for a unified experience.
• Enterprise-Grade Security: Built with a secure-first approach and monitored 24/7.
• Custom Configuration: Define which fields and forms are visible or interactive for agents.
• Scalable Deployment: Easily add Co-Browsing across departments and workflows.
• Compliance-Ready: Designed to meet financial industry standards for data protection and auditability.
• Integrated Tech Stack: Connects with Core, CRM, LOS, AOS, and other financial systems.

Benefits

• Enhanced Customer Experience: Personalized, visual support reduces frustration and improves satisfaction.
• Increased Conversion Rates: Agents can guide users through applications and forms, boosting completion.
• Reduced Handle Times: Faster issue resolution through direct visual assistance.
• Lower Support Costs: Efficient guidance reduces repeat inquiries and training needs.
• Improved Compliance: Field masking and audit logs ensure secure and traceable interactions.
• Higher Productivity: Agents resolve issues more quickly and effectively.
• Stronger Digital Adoption: Helps customers navigate digital platforms confidently.
• Frictionless Engagement: No downloads or installations required, making it easy for users to participate.