A better customer experience for finance

Upscope Co‑browsing is the simplest software for improving customer experience by seeing what your customer sees, instantly.

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Co‑browsing is an easy win for improving customer experience because it gives customers simple, secure and instant visual support at key moments such as when they’re frustrated and daunted by walls of forms.

Eliminate the
fear of forms

Help customers fill out applications, sign forms, and understand your terminology. Tackle roadblocks and confusion when reaching technical areas of your website.

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Secure and compliant
  • Wether it's banking, investment, loans, payments or insurance, you need secure and compliant support services. With no-download browser based Co‑browsing, you have complete control over data, including on‑premise options for added security.
  • Upscope Co‑browsing is trusted by both financial and health organisations worldwide because it’s ISO certified, HIPAA and GDPR compliant and built to allow complete control over data.
Control data using cloud, REST API or on‑premise

Whether you take up the standard cloud based option, use the REST API or require an on‑premise version, there will be options across all of them to control where data flows, what agents see and granular permissions on who can access which feature.

Try Upscope
for free

Upscope is used by hundreds of companies of all sizes to deliver an incredible standard of customer support.

Find out why they love it during a 2-week free trial.

Want to get in touch?

Contact our team