Visual engagement for banks

Next Generation Customer Service Tools for Banks & Financial Services

Cobrowse or screenshare sensitive documents with built-in redaction or provide personalized support through video chat through any device.

Cobrowse, Screenshare, & Video Chat for Banking & Finance

Today's customers demand online banking that connects across platforms, devices, & services. Our no download cobrowse, live mobile chat, & inbound video chat tools let you deliver personalized support whether inside your app or on your website. Plus, we can deliver 100% compliance-ready redaction & session recording.

Works on Any Device

Redact Private Data

Connect Face-to-Face

Recursive Labs Suite: Cobrowsing, Video Chat, Cam Share, & More

Visual customer engagement for banks

The Recursive Labs product suite is a comprehensive Next Generation Customer Engagement platform that transforms visitors into customers, and customers into brand advocates.

Realtime

Cobrowse & screenshare with customers on any device. Our Realtime cobrowsing & screenshare solution lets you see what your customer sees & navigate through tricky forms through onscreen guidance.

Relate & Relate SMS

Video chat with customers through any device without ever asking them to download an app, create an account, or sign in. With Relate SMS, you can invite video chats via text message & view anything that your customer's rear-facing or front-facing mobile camera can view.

Request Live

Convergent inbound video calling that uses onscreen elements to provide context to calls before your agent answers them. Queue calls, sort and filter by what you know about the caller, and integrate cobrowsing for a one of a kind Next Generation Customer Engagement experience.

Record

Record cobrowse and video call sessions for training, compliance, and liability. Sensitive data that you redacted in the session will stay redacted in the recording! No data storage required. We'll backup the session on AWS & provide a secure link to an MP4 file of the recording. CRM required!

Walk through complex documents, help fill out applications, & enroll new clients with a personal touch.

Video Call

No Download, No Sign In Needed

No special equipment. No download. No sign-ups. Just text, touch, & connect face-to-face anywhere in the world through any device. Bankers & customers can chat live through an easy prompt in your app, website, or text chat.

Built in redaction

Cobrowse with Built-In Redaction

Cobrowse or screenshare with customers while keeping their personal data private. Realtime cobrowse software can hide any onscreen element from your agents' views, so items like social security numbers or account numbers are never visible, whether live or in recording.

convergent inbound video chat

Stop Asking For Info You Know

Set your agents up for success by providing context to the video call they're about to take. Request Live can read page URLs, language or location settings, or user data so customers feel like agents already know what they need.

Designed, Hosted, & Supported in the US

We have global reach using the latest cloud technology, but our roots are in the United States. With US patents, our product is and always has been 100% American made. We do not offshore or outsource engineering or operations. The security of your data is paramount to us.

Designed in the USA
Easy onscreen video chat with no download

Security-Driven Video Chat

Built with privacy & security in mind, video support is launched from your website or app. We ensure video chat sessions stay private & routinely surpass the security standards of some of the toughest industries!

Online banking customers rate customer service as one of their top deciding factors in how they choose a bank.

Banking & Finance Engagement Tools with CRM Integration

Our download-free visual customer engagment software was built for banking & financial service teams that utilize major CRMs & VCC platforms like Salesforce, Zendesk, Microsoft Dynamics, Amazon Connect, & Five9. Our solutions can also be launched completely standalone, with no CRM needed.

Integrate Salesforce with cobrowse & screenshare
Integrate Zendesk with cobrowse & screenshare
Integrate Amazon with cobrowse & screeshare
Integrate Five9 with cobrowse & screenshare
Integrate Microsoft with cobrowse & screenshare
Mobile SDK

Mobile App Ready

Want to add Realtime cobrowsing to your mobile app? Our Mobile SDK makes it easy to deploy our services & configure them to fit the unique demands of your application environment. Schedule a call to learn more!

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Online banking customers demand convenient, responsive service. Our no download, secure engagement tools solve problems fast.

Invest in Customer Service with Next Level Support Tools