Services > Co-browsing
Navigate complex processes with seamless co-browsing.
Support your account holders with highlighting, annotating on their screen, or even full remote control.
Show me what you mean
In today’s digital landscape, certain interactions are best explained visually. When verbal explanations alone don’t suffice, a visual demonstration can bridge the gap, ensuring that account holders fully understand complex processes. That’s where Lynq’s co-browsing feature shines, offering financial institutions an intuitive way to provide hands-on support through guided navigation and real-time assistance.
Seamless transition to visual support
With Lynq’s co-browsing, your team can easily transition from chat or video chat to a shared screen experience directly from the dashboard. When an account holder requires detailed guidance—such as navigating the online banking portal, setting up new services, or managing account features—the co-browsing feature can be initiated seamlessly. After the account holder approves the session, your team can view their screen and employ annotation tools or mouse movements to visually guide them through each step. This smooth shift from verbal to visual support saves time, reduces confusion, and enhances the overall support experience.
Tools that empower your team to provide precise guidance
Lynq’s co-browsing isn’t just screen sharing; it’s a powerful service designed to maximize clarity and engagement. Financial institution staff can use visual cues, like mouse movements or highlighted areas, to draw attention to important elements on the screen. This helps make instructions clearer and builds confidence in understanding for the account holder. If a process requires further support, your team can initiate a 2nd level of co-browsing support and enter information, fill fields, or click on links to demonstrate steps directly on the account holder’s screen—ensuring an accurate and comprehensive walkthrough.
Account holder control and security at every step
Security and control are central to Lynq’s co-browsing experience. The account holder remains in full control throughout the session, able to end it at any time with a single click. This gives them confidence that they’re in charge, enhancing trust in the digital support experience.
Lynq’s co-browsing feature delivers more than just guidance; it enables financial institutions to provide clear, personalized assistance that strengthens relationships and improves digital literacy among account holders. With visual guidance available on demand, financial institutions can ensure that account holders receive the help they need, the moment they need it.
Want to learn more about relationship banking?
We understand that every financial institution has unique operations and strategic initiatives that they are focused on. Request a demo with us below and we will look forward to understanding your unique challenges and having a discussion on how Lynq by Agent IQ can help you achieve those goals.