Surfly is an Amsterdam-based start-up that helps global financial services brands thrive in the era of digital transformation and remote distribution, especially in regulated environments.

Features

• Universal co-browsing and video chat helps advisors work with customers remotely
• Intelligent document editing and real-time eSignature
• Audit log API, CRM integration, and masking for compliance

Why it’s great
Surfly went live with 1,000 advisors at AXA in just one week. They also went live with 200 banks in Germany, with on-premise installation, in just two weeks. Surfly is fast, simple, and secure!

Presenters

Tariq Valente, CCO
After evangelising the Open API vision to FS executives with Apigee, Valente helped drive them to an IPO and Google acquisition. He now helps global leaders become more customer centric and digital.
LinkedIn

Paul Barnett, Account Executive – EMEA
Barnett has a wealth of experience across financial services, cybersecurity, telco and ecommerce. He started his career at large Australian banks and now enjoys helping brands digitally transform.
LinkedIn