Transform Customer Support
With Real-Time Visual Guidance
UserView lets your team instantly see what your customers see inside your platform—guiding them through applications, transactions, and dashboards with real-time visual annotations. Help resolve account issues, loan applications, or billing errors. Deliver the kind of secure, compliant support your users expect from modern financial platforms.
Features
We've reimagined support for the financial world—integrated with your platforms and fully secure. Add UserView cobrowsing to your support tech stack to reduce friction, increase customer satisfaction, and resolve cases faster than ever.
FINRA & GDPR Aligned
Our platform uses end-to-end encryption, is GDPR-compliant, withh the ability to mask PII like account numbers and SSNs during sessions.
No Downloads Required
Customers don't need to install anything. They just click to begin—ideal for mobile-first experiences and high-volume contact centers.
Masked Sensitive Data
Mask SSNs, credit card numbers, and other sensitive information during sessions.
Works on Any Device
Support customers on mobile browser web apps, tablet-based wealth platforms, or browser-based lending portals.
Configurable Controls
Full control of which page elements to be clickable or not.
Integrated Platform
UserView sits within your platform and customer portals for a native experience.
Integrations
Connect UserView to your preferred support platform and tap into next-generation screen sharing. We've built integrations with these major platforms for a seamless workflow.
Transform Your Financial Services
Deliver exceptional customer support with real-time visual guidance that meets the highest standards of security and compliance.
Improve Customer Experience
Guide customers through online banking, claims, applications, and statements in real time—without screen sharing or downloads.
- Reduce customer frustration
- Increase completion rates for forms and applications
- Help users navigate complex tools and financial products
Enhance Team Efficiency
Empower support teams, advisors, and service reps to resolve issues faster with secure, real-time visual assistance.
- Shorten average handle times
- Improve first-call resolution
- Support customers across web and mobile channels
Ensure Full Compliance
Maintain full regulatory compliance (GDPR, SOC 2, ISO 27001) while delivering exceptional customer support.
- Financial data masking and secure session handling
- Full audit trails and permission-based access
- Compliance-ready for banking, lending, and insurance environments
Security and Compliance
UserView's security features were built specifically for healthcare organizations. Our platform ensures complete protection of patient data during every co-browsing session.
End-to-End Encryption
All sessions are encrypted using 256-bit TLS encryption to protect patient information.
Configurable Data Masking
Control what information is visible during sessions with configurable data masking options.
Optional Data Storage
Data storage is available but only enabled when screenshots and recordings features are explicitly turned on.
Security Certification
Who Benefits from UserView?
Our cobrowsing solution is designed specifically for financial service providers who need secure, compliant ways to guide their customers.
See UserView in Action
Watch how our secure cobrowsing solution helps healthcare organizations provide better support and service.
Ready to Transform your Customer Support?
Join hundreds of companies using UserView to deliver faster, more effective customer support experiences.
