# Is a co-browsing solution with enterprise-grade security and automatic compliance reporting actually worth it for a regulated industry like financial services or healthcare?

<p class="elv-tracking-normal elv-text-default elv-font-figtree elv-text-base elv-leading-base elv-font-normal" elv="true">I sat through a vendor pitch last week where "enterprise-grade security" was said three times without being defined once, and it sent me looking for actual practitioner answers. The question I'm trying to get a straight answer to is whether <a class="a a--md" elv="true" href="https://www.g2.com/categories/co-browsing">co-browsing</a> solutions with enterprise-grade security and automatic compliance reporting are actually worth the premium for regulated industries like financial services or healthcare, versus a standard tool with manual compliance processes layered on top. Three names kept coming up from regulated industry contexts: Glia, Eltropy, and Surfly.</p><p class="elv-tracking-normal elv-text-default elv-font-figtree elv-text-base elv-leading-base elv-font-normal" elv="true">What the regulated industry picture looks like across the category:</p><ol>
<li>
<a class="a a--md" elv="true" href="https://www.g2.com/products/glia/reviews"><strong>Glia</strong></a><strong>:</strong> Co-browsing, secure chat, and voice are unified in a single platform built for regulated customer interactions, so there are no compliance gaps at the handoff points between channels where standalone tools tend to break down.</li>
<li>
<a class="a a--md" elv="true" href="https://www.g2.com/products/eltropy/reviews"><strong>Eltropy</strong></a><strong>:</strong> Built for community banks and credit unions with compliance to GLBA and TCPA, with co-browsing integrated into an encrypted communication platform used specifically for digital lending and collections workflows.</li>
<li>
<a class="a a--md" elv="true" href="https://www.g2.com/products/surfly/reviews"><strong>Surfly</strong></a><strong>:</strong> Security and privacy compliance sit in the core product architecture rather than as configuration options, with field masking and session controls available without needing a separate implementation project.</li>
<li>
<a class="a a--md" elv="true" href="https://www.g2.com/products/teamviewer/reviews"><strong>TeamViewer</strong></a><strong>:</strong> Enterprise-scale session management with integration into ticketing systems that creates a documented record of each interaction, used in regulated environments that need an audit trail.</li>
<li>
<a class="a a--md" elv="true" href="https://www.g2.com/products/upscope/reviews"><strong>Upscope</strong></a><strong>:</strong> Specific to financial services and insurance use cases where guiding customers through regulated product forms without accessing restricted data is a non-negotiable baseline.</li>
</ol><p class="elv-tracking-normal elv-text-default elv-font-figtree elv-text-base elv-leading-base elv-font-normal" elv="true">For teams in financial services or healthcare who've been through this evaluation: did the compliance reporting actually reduce audit overhead in practice, or did you still need a separate system to fill the gaps? And was the security architecture something your compliance team could verify independently?</p>

##### Post Metadata
- Posted at: 22 days ago
- Author title: Marketing Executive
- Net upvotes: 1


## Comments
### Comment 1

&lt;p&gt;Many teams overpay for “compliance-ready” tools and still end up building audit processes around them. The real question is whether it reduces compliance workload or just shifts it. From what you’ve seen, did these platforms actually replace manual audit prep, or just make it slightly easier?&lt;/p&gt;

##### Comment Metadata
- Posted at: 22 days ago
- Author title: Writer





## Related discussions
- [How well does Trello scale into a larger team?](https://www.g2.com/discussions/1-how-well-does-trello-scale-into-a-larger-team)
  - Posted at: about 13 years ago
  - Comments: 6
- [Can we please add a new section](https://www.g2.com/discussions/2-can-we-please-add-a-new-section)
  - Posted at: about 13 years ago
  - Comments: 0
- [Quantifiable benefits from implementing your CRM](https://www.g2.com/discussions/quantifiable-benefits-from-implementing-your-crm)
  - Posted at: about 13 years ago
  - Comments: 4