Last updated on October 13th, 2023

Is Co-browsing Safe? Yes, Banks Use it

Joe d'Elia
Joe d'Elia
Is Co-browsing Safe? Yes, Banks Use it

There's always a moment of anxiety when downloading software and maybe that's why people like co-browsing because there are no downloads. Below you'll see how co-browsing is different to traditional screen sharing, how it keeps data safe and the types of companies that use it.

Related: Everything You Wanted to Know About Co-browsing

Also see: On-premise Co-browsing for Enterprises Who Need More Control

Is Co-browsing safe?

Co-browsing is a safe technology precisely because of how it differs from traditional screen sharing.

The main practical difference between co-browsing and screen sharing is that, with co-browsing, your agents only have access to your own website's page on the user's computer.

In addition, there are no downloads of software needed by the user or the agent.

Why is it safer than normal screen sharing?

By only being able to see your own website on the user's computer, you don't have to worry about the user's privacy outside of your system and your agents will not mistakenly see any content they are not supposed to see.

With co-browsing you are typically able to hide form inputs (such as credit card data) from your agents, and with Upscope you are even able to hide whole portions of the page for added security.

Because the user doesn't have to install anything, you don't have to worry about firewalls or company device policies blocking the screen sharing software.

The interactive features of co-browsing are limited to your own website and unlike other remote-desktop software like Team Viewer they do not need special computer permissions to function.

If you understand a little more of the technical side then read about how co-browsing technology works

Does it keep customer data secure?

There is no default requirement for co-browsing solutions to store customer data as they act as a software to render a customer's screen for an agent and nothing else.

Your customer's data never leaves their browser unless a screen sharing session is started and authorized and even then there's no requirement to store data to make it work.

Upscope is the most secure co-browsing solution because it is ISO27001 certified, SOC2 type 2 certified and so is audited annually. In addition, Upscope has role-base access control, remote log out for agents, central user management, immutable audit log and encryption everywhere and is used by finance and health companies with stringent security requirements.

When evaluating a co-browsing solution it is advisable to look at their certifications and security information.

Do big companies use it? Is it safe enough for banks?

Co-browsing is used in production by major corporations and international banks.

The way they use it varies greatly. Some use co-browsing APIs and others prefer an on-premise solution where they control every aspect.

See more on on-premise co-browsing solutions offer an additional layer of security to large financial institutions.

How do I get started with a secure co-browsing solution?

Co-browsing software like Upscope is ISO27001 and SOC2 certified. Upscope is used by finance and health companies because they need high levels of security.

You can contact Upscope either on or to talk to Upscope on the home page live chat.

Feel free to ask the team the important questions you have.

Joe d'Elia
Joe d'Elia

Joe d'Elia is Upscope's Chief Technology Officer.