Finovate Demo Video Archives

Presenter Profile:

How they describe themselves: Surfly enables digital interactions for financial services at any point along the customer journey through fully compliant co-browsing, video chat, document editing, and real-time e-signing technology. As part of the FIS Fintech Accelerator, we learned that customers want a remote digital journey that mimics the in-person experience. Using Surfly, you can quickly enable these secure and compliant collaborations with your customers across the websites, portals, apps, or platforms that already make up their digital journey.

How they describe their product/innovation: Surfly’s co-browsing enables you and your customers to securely surf the full web together, all from one browser tab. Onboarding a new customer, opening an account, or completing complex financial transactions used to occur face-to-face, but not anymore. Customers want a remote and personal digital journey that mimics the in-person experience. Using Surfly, Financial Institutions can quickly enable secure and compliant collaboration via co-browsing, video chat, and more across the websites, portals, apps, or platforms they already invest in.

Product distribution strategy: Direct to Consumer (B2C), Direct to Business (B2B), through financial institutions, through other fintech companies and platforms

Contacts

Bus. Dev.: Tariq Valente, VP Sales, tariq@surfly.com
Press: Brendan Jackson, VP Marketing, brendan@surfly.com