Secure, Streamlined Financial Services CX That Counts
Transform Financial Services Customer Experience with Visual and Effortless Service
Guide Customers Through High-Stakes Financial Interactions - Clearly and Securely
Grypp enables banks, financial services and insurance providers to transform the way they engage with customers by reducing friction in complex journeys such as onboarding, guided loan applications, and insurance claim walkthroughs. With secure, real-time visual tools like co-browsing, video assistance and document handling, agents can walk customers through every step of the process, ensuring clarity, compliance, and confidence.
Transform Complex Financial Journeys into Connected, Seamless CX
Manual paperwork, slow identity checks, and confusing multi-step processes create drop-offs, delays, and dissatisfaction. When customers struggle to complete tasks on their own or can’t see what’s happening, frustration builds and outcomes suffer.
Grypp equips your teams with secure, visual-first tools to turn support calls into guided experiences – whether it’s opening an account, completing a mortgage application, reviewing a policy, or submitting a claim.
- Speed up secure onboarding and identity checks with VideoAssist and GryppSign for real-time KYC & ID&V
- Reduce drop-offs in loan and claims journeys by guiding customers through form completion live with Universal CoBrowse and realtime evidence UpLoad
- Resolve financial inquiries faster and on the first try by guiding customers through T&Cs in real time with ViewDocs
- Walk customers through complex product or policy comparisons using Universal CoBrowse, ScreenShare and ViewDocs for clarity and confidence
- Streamline claims by letting customers upload evidence images and documents and verify their details live with UpLoad and VideoAssist
Visual Customer Engagement Tailored Support for Financial Services & Insurance
Streamline operations, reduce risk, and deliver seamless digital journeys across every customer interaction
Accelerate digital transformation with visual customer engagement
Proof in Numbers
ROI
Conversions
NPS
Built for Regulated Industries. Designed for Impact
Grypp’s Financial Services Customer Experience software helps your agents deliver better outcomes, faster. Whether it’s troubleshooting issues, or guiding customers through complex forms, Grypp empowers your team with real-time visual engagement, making digital interactions feel as effortless and personal as face-to-face service.
Grypp is powerful on its own but integrating it with your existing software is fast and hassle-free. Our public API makes it easy to embed visual interactions directly into your existing solutions, no heavy lifting required.
Grypp is fully compliant and fast to deploy, helping banks, financial services and insurance teams scale and deliver personal, secure customer support across all channels.
- Developed with security at its core, Grypp is ISO27001, SOC2 Type 2 and GDPR compliant; we work with PCI compliant payment partners to ensure payment services comply with PCI DSS requirements
- Biometric identity confirmation and secure document handling
- Deploy in under 72 hours, with 100% agent adoption in one week
- Secure audit trails for every interaction
FAQs
How does Grypp support secure identity verification for KYC?
With VideoAssist and secure document upload, agents can complete live ID checks, verify documents, and capture biometric confirmation via GryppSign and be fully compliant with KYC regulations.
Does Grypp support real-time policy or quote comparisons?
Grypp’s Universal CoBrowse and ViewDocs enable agents to walk customers through quotes, policy options, and product comparisons in real time – visually and securely.
Is all customer data encrypted and logged for compliance?
Grypp’s Financial Services Customer Experience software GDPR compliant, with data encryption, masked fields, audit trails, and redaction built-in for secure, trackable interactions. We work with PCI compliant payment partners to ensure payment services comply with PCI DSS requirements
Can I guide users through multi-step loan applications visually?
Grypp’s Universal CoBrowse and ViewDocs let agents guide customers through every step of the loan application process in real time – reducing errors, confusion, drop-offs, and time to completion.
