Customer Interactions Made Easy: Why Your Financial Institution Needs Co-Browsing
In banking, the value of person-to-person interactions can’t be overstated. In fact, according to a recent study, 77% of banking customers still prefer face to face interactions when completing complex financial matters.
It’s easier to complete forms, documents, and other applications when someone is there with you step-by-step. But what if they could have that face-to-face interaction without coming into the branch in a way that increases sales? That’s where co-browsing comes into play, specifically when paired with Invo Video Banking.
What is Co-Browsing?
Co-browsing is a safe and secure alternative to screen sharing that allows the agent and customer to access the same webpage on the user’s device. Let’s say a customer wants to open a new account.
With Invo co-browsing, a video banking agent could lead the customer to the new accounts page and then give control of the screen to the customer when it comes time to fill out an application. And once the customer has control, the agent can even mark up the page with a marker to help the customer navigate the page.
Here’s how co-browsing helped BluCurrent Credit Union
What Does Co-Browsing Solve?
Banking customers often avoid digital solutions for more complex financial matters. Why? They don’t have that agent interaction they need to work through challenging, complicated, or frustrating self-service operations.
But with the help of Invo co-browsing, customers not only get that face-to-face interaction of a personal video banking call, but the ability to finalize those complex financial transactions. They can fill out applications and with the help of the agent, electronically sign documents, submit identification, and do so all from any location with internet access.
And it’s deeper than just the customer experience. On average, financial institutions that deploy co-browsing see a 7.2% annual increase in revenue.
Learn More About Co-Browsing Today
At Invo Solutions, we want to create products that can compliment your core systems and workflows without the hassle. With Invo co-browsing, there are no plugins, no attachments, and no downloads. Your agents will have the ability to co-browse a website with a customer by simply entering in a URL.
So let’s chat!