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Improve customer experience in finance

Satisfy the modern fiancial services customer by delivering instant, personalized experiences across all channels with Acquire.

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acquire cobrowse

Why financial companies choose Acquire

Acquire helps financial services companies offer instant support, provide on-screen
assistance, and automate routine questions.

Acquire cases

Open credit cards online

Enable chatbots and live chat agents to assist customers online, instantly.

Acquire cases

Check account activity

Increase sales by helping customers obtain quotes instantly.

Acquire cases

Boost loan applications

Help customers apply for loans and other services using cobrowsing.

Acquire cases

Streamline collections

Manage the collections process digitally and seamlessly.

Cobrowse Software for Finance

Troubleshoot collaboratively on-screen

View and interact with your customers’ browsers when they get stuck. Guide
the way with visual cues using Acquire Cobrowse.

Acquire cases

Increase conversions

Guide customers to fill out your forms while on your website.

Acquire cases

Reduce handle time

Solve issues right in the moment and minimize back-and-forth.

Acquire cases

Improve digital experience

Offer instant engagement and always be just a click away.

masking specific elements

Save time with chatbots

Automate routine financial services requests so your customer support team can prioritize the things that matter.

  • Route to a live agent any time
  • No coding required
  • Free up precious time
  • Always have answers
marker tools for guiding customers

One widget to rule them all

Chat with customers, sync your knowledge base, integrate chatbots, provide personalized support—all through the Acquire live chat widget.

  • Automate work with chatbots
  • Do more with 100+ apps
  • Help customers self-serve
  • Target chat to specific segments
marker tools for guiding customers


Solve issues face-to-face, across

Connect with your customers via their preferred communication platform, in just one
click from the Acquire dashboard.

marker tools for guiding customers

Security, guaranteed

Acquire works tirelessly to uphold data security standards and meets all major certifications to keep customer information safe.

  • SSO
  • AES 256 bit encription
  • SOC 2 Type 2
  • Audit logging
marker tools for guiding customers

Unified View

Every customer interaction in one place

The key to improving your customer experience just might lie in improving your agent experience.
Equip your team to provide amazing customer service with Acquire’s all-in-one dashboard

acquire cobrowsing for the call center
unified customer engagement view Acquire features
Acquire cases

View customer engagement timeline

Always know your customers latest interactions with you whether it’s an email, phone call, chat, or more.

Acquire cases

Chat at scale

Multitask like a pro. Handle multiple live chat conversations at once without ever losing your cool.

Acquire cases

Rich customer profiles

Stay informed on your customers and get detailed insights, all in a quick glance.

Helping businesses put customers first

Elevate client testimonial
Acquire clients

Acquire’s customer support tools helped us qualify issues faster, provide more efficient help and reduce resolution time.

Brad Tharp | Senior Director of Operations

View Case Study
HLC client testimonial
Acquire clients

We don’t want our customers to have to do much to get what they need. And Acquire is a cornerstone of that because it helps us achieve that goal.

David Goodman | Customer Experience Lead

View Case Study
Acquire library


Financial Services Customer Experience
Optimization Factsheet

A practical, data-driven exploration of customer experience in digital banking.

Acquire features

Transform your financial services customer experience

See Acquire in action

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