# What are the highest rated co-browsing platforms for financial institutions that need to reduce support costs while maintaining strict customer privacy standards?

<p class="elv-tracking-normal elv-text-default elv-font-figtree elv-text-base elv-leading-base elv-font-normal" elv="true">Hi G2, I'm building a shortlist for a financial institution client who has a hard customer privacy requirement and a tight budget, and the question that keeps being harder to answer than expected is which are the highest rated <a class="a a--md" elv="true" href="https://www.g2.com/categories/co-browsing">co-browsing</a> platforms for financial institutions reducing support costs while maintaining strict customer privacy standards. Worth looking at review volume alongside the rating itself here, since a few products with strong scores have thin data sets behind them.</p><ol>
<li>
<a class="a a--md" elv="true" href="https://www.g2.com/products/glia/reviews"><strong>Glia</strong></a> (4.8 stars, 87 reviews): Handles co-browsing, chat, phone, and AI in a single platform built for financial institutions, with the efficiency gain coming from not routing between disconnected tools rather than from staff reduction alone.</li>
<li>
<a class="a a--md" elv="true" href="https://www.g2.com/products/surfly/reviews"><strong>Surfly</strong></a> (4.8 stars, 100 reviews): Field masking and privacy compliance are core to the product architecture, with faster issue resolution being the primary driver of support cost reduction rather than headcount changes.</li>
<li>
<a class="a a--md" elv="true" href="https://www.g2.com/products/zoho-assist/reviews"><strong>Zoho Assist</strong></a> (4.7 stars, 712 reviews): Session recording and reporting create a per-interaction audit trail, with pricing that sits significantly below comparable tools for teams that don't need a full contact center platform.</li>
<li>
<a class="a a--md" elv="true" href="https://www.g2.com/products/upscope/reviews"><strong>Upscope</strong></a> (4.7 stars, 119 reviews): Purpose-built for financial services and insurance co-browsing use cases, with privacy controls handling sensitive data visibility without requiring separate configuration work.</li>
<li>
<a class="a a--md" elv="true" href="https://www.g2.com/products/teamviewer/reviews"><strong>TeamViewer</strong></a> (4.5 stars, 4,045 reviews): Stable, secure session management at enterprise scale, with the review volume behind this rating reflecting deployment across institutions of meaningfully different sizes.</li>
</ol><p class="elv-tracking-normal elv-text-default elv-font-figtree elv-text-base elv-leading-base elv-font-normal" elv="true">Which of these has your institution actually deployed for live customer support rather than just evaluated? And was the privacy compliance sign-off straightforward or did it take significant back-and-forth with the vendor?</p>

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


## Comments
### Comment 1

&lt;p&gt;Cost reduction here rarely comes from fewer agents. It comes from shorter calls and fewer escalations. Tools that reduce back-and-forth tend to have more impact than ones adding features. Did you see any indication that co-browsing reduced repeat contacts or just improved the first-call experience?&lt;/p&gt;

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





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