Co-browsing for banks: faster online account opening
By the BrowseWithMe team · Updated 25 September 2026
Short answer
Online bank forms are long and full of words customers don’t know. Many people give up halfway. Co-browsing lets your agent see the exact step where the customer is stuck and guide them to the end, without a branch visit and without any download.
Where customers get stuck
- Uploading ID documents or proof of address.
- Questions about tax residence or source of funds.
- Choosing between account types or loan options.
- Setting up online banking and security steps.
How co-browsing helps
The customer calls or chats. The agent reads out a 7-digit PIN. Now both see the same page. The agent highlights the right field, explains the question in plain words, and, if the customer agrees, fills in the tricky part for them. The customer finishes and presses submit themselves.
Why banks care where it is hosted
During a session the agent sees account numbers, IDs and income. Banks usually want that data processed in the EU and by a provider they can audit. BrowseWithMe runs in Brussels and is made by an EU company. The agent sees only your website, never the rest of the customer’s computer.
Getting started in a bank
- Pick one journey with high drop-off, like account opening.
- Add the script to those pages only.
- Train a small team with our phone call script.
- Compare finished applications before and after.