Convincing someone over the phone that your service is the one to purchase is
tough.
You're just a voice on the phone to them.
Upscope mobile co-browsing has changed the game for financial services by
'showing the customer what they're getting'.
It's a customer experience few have had because the average buyer is not
running Zoom screensharing on their phone.
Very few people have ever experienced mobile screen sharing, let alone
co-browsing. Most screen sharing sessions take place via Zoom or other
providers directly on desktops.
Setting up screen sharing still takes several steps and permissions to enable
fully and most agents and clients are not set up for screen sharing to mobile
phones.
Co-browsing does not require extra permissions as it’s re-rendering a web page
and is embedded directly into a website. You can start a session with 1 click
which is essential during a sales call with a client you need to keep engaged.
How Upscope helped a finance company explain complicated terms and
processes over the phone
One example is one of the largest US debt relief companies..
-
Convincing someone who is in debt, over the phone, to start putting money
into a new escrow account as part of a debt relief process is hard. -
Clients need a customized presentation for their specific situation or they
lose trust and tune off. -
They already receive dozens of calls and have lost trust of incoming calls
as they may be companies chasing them for payments.
Upscope's mobile co-browsing has given debt consultants the ability to share a
customized presentation to their client’s phone within seconds and then browse
through it together as if they’re sitting next to each other.
Upscope’s technology is the way screen sharing was supposed to be. Instant,
no-downloads, pixel perfect, works on mobile and desktop, allows agent custom
guidance notes for agents and allows both sides to click and scroll together
on the app when needed.
Debt relief companies saw the value, integrated Upscope and now hundreds of
debt consultants use Upscope as a core part of their process to
significantly increased their completion rates.
Giving a call back to those who sign up to financial services
In debt relief, 70% of clients were filling in website application on their
phone and receiving a call back from a debt consultant.
However, even though the client made the application, there were still issues
in getting the client to trust the debt consultant and complete the process.
When the key issue is trust, education and needing guidance through processes,
it’s helpful to do more than talk to someone over the phone. You need software
which fixes the core problem of ‘being on the same page’ and that’s what
HelloScreen Co-Browsing does.
You can now show client’s why they can trust your process.
Why Upscope has led the way in mobile co-browsing
Mobile internet speeds are typically slower than desktop broadband, and there
are a variety of phones with different processors with typically one of safari
or chrome installed.
Upscope was built to provide maximum rendering speed for users on mobile
browsers no matter where they were located across the globe. How?
-
Upscope built local servers to carry the co-browsing session within each
local region meaning a user in San Francisco will be served by the San
Francisco server, rather than one in New York. This makes the experience 1 to
3 seconds faster, removing lag, during every step of the call. Without this,
users and agents experience significant and visible delays in page scrolling
and mouse movement. -
Co-browsing requires re-rendering a web page from a user’s screen to an
agent’s screen. Upscope’s earlier work with slower connections with customers
in low bandwidth zones resulted in greater compression of that code to enable
faster rendering due to a much smaller overall package being transmitted. -
Upscope has been run for 10,000s of hours of mobile co-browsing sessions
across devices enabling Upscope to fix the key initiation, lag and technical
issues typically encountered.
Learn about the full process that companies are using to significantly improve
their close rates using Upscope by booking a demo with our team.
