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About

Create collaborative and fully compliant digital journeys on your platform without changing a single line of code or installing software. Surfly helps thousands of AXA agents sell faster by digitally recreating the in-person sales experience on their platform. Agents and customers collaborate remotely to choose a policy, e-sign documents, and make their first payment. Surfly Co-browsing is faster, safer, and easier to use than screen sharing tools like Zoom, Google Meet, or Microsoft Teams. It enables active, secure, and compliant two-way collaboration that can never be replicated with screen sharing. Why use multiple external tools like Zoom and Docusign when you can just do everything in one Surfly Session? Upload, review, annotate, and e-sign any document without ever leaving your own website or portal. Surfly’s solution is flexible enough to work on the fly without any integrations as a virtual layer on top of your existing platforms.

About

Unblu is a privately held Swiss company founded in 2008 that provides financial institutions with the best technology to enrich the digital experience of their customers by extending their customers’ touch points and collaboration capabilities. The Unblu Conversational Platform enables client service agents and visitors to engage, converse, browse & collaborate. Unblu's technology has passed rigorous security reviews and penetration tests at many leading global banks and financial services institutions. Unblu’s Secure Instant Messaging solution help banks provide a WhatsApp experience while remaining compliant. Live Chat is an effective way to provide outstanding customer care and support in real-time. Unblu’s HD Video and Voice solution provides a personalized service that clients will love. Co-Browsing software let agents and advisors collaborate in real-time with customers to discuss opportunities, fill out forms or purchase products online.

Platforms Supported

Windows Not Supported
Mac Not Supported
Linux Not Supported
Cloud Supported
On-Premises Supported
iPhone Not Supported
iPad Not Supported
Android Not Supported
Chromebook Not Supported

Platforms Supported

Windows Not Supported
Mac Not Supported
Linux Not Supported
Cloud Supported
On-Premises Not Supported
iPhone Not Supported
iPad Not Supported
Android Not Supported
Chromebook Not Supported

Audience

Companies searching for a solution to manage and improve their online interactions

Audience

Financial institutions seeking a conversational platform to level up and optimize their digital customer service

Support

Phone Support Supported
24/7 Live Support Supported
Online Supported

Support

Phone Support Supported
24/7 Live Support Supported
Online Supported

API

Offers API Supported

API

Offers API Not Supported

Screenshots and Videos

Screenshots and Videos

Pricing

$26/per month
Enterprise pricing based on session minute bundles and not agent price
Free Version Supported
Free Trial Supported

Pricing

No information available.
Free Version Not Supported
Free Trial Not Supported

Reviews/Ratings

Overall 5.0 / 5
ease 5.0 / 5
features 5.0 / 5
design 5.0 / 5
support 5.0 / 5

Reviews/Ratings

Overall 0.0 / 5
ease 0.0 / 5
features 0.0 / 5
design 0.0 / 5
support 0.0 / 5

This software hasn't been reviewed yet. Be the first to provide a review:

Review this Software

Pros & Cons from Real Users

Pros

  • Several things: 1) Ease/Simplicity of setup & use 2) Technical knowledge not necessary 3) Budget friendly 4) Compatible with Apple, Android & Windows

Cons

  • There are currently no cons. I will update again after 6 months of use.

Training

Documentation Supported
Webinars Not Supported
Live Online Supported
In Person Supported

Training

Documentation Supported
Webinars Supported
Live Online Supported
In Person Supported

Company Information

Surfly
Netherlands
www.surfly.com

Company Information

Unblu
Founded: 2008
Switzerland
www.unblu.com

Alternatives

Alternatives

Cardina

Cardina

Caldera Labs

Categories

Co-Browsing Supported
Remote Desktop Supported
Remote Support Supported

Categories

Chatbot Supported
Co-Browsing Supported
Live Chat Supported
Screen Sharing Supported
Video Conferencing Supported

Remote Desktop Features

Chat Supported
Cross-Platform Access Not Supported
File Transfer Supported
Group View Not Supported
Mobile Device Access Not Supported
Multi Monitor Support Not Supported
Record Remote Sessions Supported
Remote Print Not Supported
Remote Wake Not Supported
User Management Supported

Remote Support Features

Diagnostic Tools Not Supported
File Transfer Supported
Live Chat Supported
Real-time Chat Supported
Remote Control Supported
Screen Sharing Supported
Session Recording Supported
Session Transfer Supported
Surveys & Feedback Supported

Chatbot Features

Call to Action Not Supported
Context and Coherence Not Supported
Human Takeover Not Supported
Inline Media / Videos Not Supported
Machine Learning Not Supported
Natural Language Processing Supported
Payment Integration Not Supported
Prediction Not Supported
Ready-made Templates Not Supported
Reporting / Analytics Not Supported
Sentiment Analysis Not Supported
Social Media Integration Not Supported

Live Chat Features

Canned Responses Supported
Customizable Branding Supported
Geo Targeting Supported
Offline Form Not Supported
Proactive Chat Not Supported
Screen Sharing Supported
Third Party Integration Not Supported
Transfers / Routing Not Supported
Website Visitor Tracking Not Supported

Screen Sharing Features

Annotations / Drawing Tools Not Supported
Desktop / Browser Sharing Supported
Mobile Screen Sharing Not Supported
Presenter Control Management Not Supported
Remote Control Not Supported
Screen Capture Not Supported
Screen Mirroring Not Supported
Screen Recording Not Supported

Video Conferencing Features

Electronic Hand Raising Not Supported
Mobile Access Not Supported
On-Demand Webcasting Not Supported
Presentation Streaming Not Supported
Presentation Tools Not Supported
Private Chat Not Supported
Real-Time Chat Not Supported
Record & Playback Ability Not Supported
Screen Sharing Supported
Two-Way Audio & Video Not Supported
Video Conferencing Supported
Whiteboard Not Supported

Integrations

AWS Marketplace Supported
Amazon Connect Supported
Appway Digital Banking Not Supported
Avaloq Core Not Supported
Backbase Not Supported
CREALOGIX Digital Hub Not Supported
Enghouse Vidyo Not Supported
Finastra Essence Not Supported
Intercom Supported
JavaScript Supported
Kore.ai Not Supported
NiCE CXone Mpower Supported
Octopus Not Supported
Puzzel Not Supported
Salesforce Supported
Temenos Transact Not Supported
Verint Community Not Supported
Zendesk Supported
ebankIT Not Supported

Integrations

AWS Marketplace Not Supported
Amazon Connect Not Supported
Appway Digital Banking Supported
Avaloq Core Supported
Backbase Supported
CREALOGIX Digital Hub Supported
Enghouse Vidyo Supported
Finastra Essence Supported
Intercom Not Supported
JavaScript Not Supported
Kore.ai Supported
NiCE CXone Mpower Not Supported
Octopus Supported
Puzzel Supported
Salesforce Not Supported
Temenos Transact Supported
Verint Community Supported
Zendesk Not Supported
ebankIT Supported
Claim Surfly and update features and information
Claim Surfly and update features and information
Claim Unblu and update features and information
Claim Unblu and update features and information