Is Co-browsing Safe? Yes, Banks Use it

There's always a moment of anxiety when downloading software and maybe that's why people like co-browsing because there are no downloads. Below you'll see how co-browsing is different to traditional screen sharing and the types of companies that use it.

Related: Everything You Wanted to Know About Co-browsing

Also see: On-premise Co-browsing for Enterprises Who Need More Control

Is Co-browsing safe?

Co-browsing is a safe technology precisely because of how it differs from traditional screen sharing. The main practical difference between co-browsing and screen sharing is that, with co-browsing, your agents only have access to your own website's page on the user's computer. In addition, there are no downloads of software needed by the user or the agent.

Why is it safer than normal screen sharing?

By only being able to see your own website on the user's computer, you don't have to worry about the user's privacy outside of your system and your agents will not mistakenly see any content they are not supposed to see.

With co-browsing you are typically able to hide form inputs (such as credit card data) from your agents, and with Upscope you are even able to hide whole portions of the page for added security.

Because the user doesn't have to install anything, you don't have to worry about firewalls or company device policies blocking the screen sharing software.

The interactive features of co-browsing are limited to your own website and unlike other remote-desktop software like Team Viewer they do not need special computer permission to function.

If you understand a little more of the technical side then read about how co-browsing technology works

What are the dangers? How can I avoid them?

There are different types of co-browsing technologies and most of them are safer than regular screen sharing for your users.

Upscope co-browsing additionally has role-base access control, remote log out for agents, central user management, immutable audit log and encryption everywhere.

Your user's data never leaves their browser unless a screen sharing session is started and authorized, and even then no data is stored by Upscope.

Certain co-browsing services proxy the whole session and have therefore access to the user's cookies and (if they log in) authentication details. We actively avoid this and only look at the page HTML as is seen by the user.

When evaluating a co-browsing solution it is advisable to look at their certifications and security information.

How does it use my data?

Most co-browsing software will not store any user data. At Upscope we only store metadata for a number of days to provide a seamless experience for the agent. No user data or page content is ever stored by us.

Do big companies use it? Is it safe enough for banks?

Co-browsing is used in production by major corporations and international banks.

The way they use it varies greatly. Some use co-browsing APIs though many prefer a full on-premise solution where they control every aspect.

See more on why On-premise co-browsing solutions offer an additional layer of security to large financial institutions.

How do I get started with a secure co-browsing solution?

Co-browsing software like Upscope is easy to install and try in production.

Upscope in particular can easily be installed with Segment or Google Tag Manager in a few minutes allowing your agents to try out co-browsing and decide if it is a good solution for your team.

Rather than sending an email it's faster to talk to Upscope on the home page live chat. Feel free to add any questions you have.

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This post was a collaboration between

Joe d'Elia, Pardeep Kullar

  • Joe d'Elia

    Joe d'Elia

    Joe is the architect of Upscope. He is in charge of running Upscope smoothly and securely and leading the product roadmap.

    More posts by Joe d'Elia.

    Joe d'Elia
  • Pardeep Kullar

    Pardeep Kullar

    Pardeep overlooks growth at Upscope cobrowsing and loves writing about SaaS companies, customer success and customer experience.

    More posts by Pardeep Kullar.

    Pardeep Kullar