Glance Guided CX™

Real human guidance for digital CX

In moments that matter, nothing beats human connection. Guided CX unlocks key opportunities across the customer journey to monetize, retain, and delight high-value customers.
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Human Guidance for Digital Spaces

How Glance Guided CX™ works

Set your digital CX apart with real human guidance.

INDUSTRIES SERVED

Your customers are unique.
Your CX should be, too.

Our enterprise customers know the value of human CX. See how Glance supports their future-forward approach to CX:

Glance for FinServ

Relationships Beyond Transactions

Building customer trust earns higher wallet share – and lifetime loyalty. See how Glance helps Fortune 500 banking and wealth management organizations develop deep customer connections, drive key metrics, and ensure ROI.

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Glance for Insurance

Be There at Critical Moments

Your customers engage with you at some of the most impactful, and often stressful, moments of their lives. Nothing improves customer satisfaction more than clear, reassuring human support. 

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Glance for Software

Drive Adoption and Use

From the initial sale to accelerated onboarding, feature education to advanced support, Glance Guided CX is key to a successful customer lifecycle.

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Glance for Retail

Make Digital (Really) Personal

Innovative AI + human experiences are transforming retail. Leading retailers use Glance to offer a personal, concierge shopping experience, driving transactions and loyalty in a competitive space.

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Instant Collaboration

Earn, keep and grow your customers with connection that feels like magic. 

Get on the same page

Websites & Portals

Transform your websites, portals, and authenticated sites into instant, secure collaboration spaces. Meet, cobrowse, share screens, exchange documents, and more to help customers wherever and whenever they need you most.

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Any Device, Anywhere

Mobile Web & Apps

Turn smartphones and tablets into instant, on-the-go collaboration machines. Glance makes it easy to connect and work together while on the move or in the field, whether in-app, in a mobile browser, or through the device camera.

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Work Smarter

Employee Workspaces

Bring proactive, human collaboration to your most rewarding customer journeys. Glance leverages business intelligence, AI signals, and existing infrastructure to enable employees to join customers in collaborative sessions from the workspace they use every day, including the most popular CRM and CCaaS desktops.

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Salesforce Integration

Humanizing digital experiences across millions of CX interactions

CX industry leaders choose Glance Guided CX for:

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Transactions

Boost deposits and conversions, and offer hands-on guidance in context right within your website or app.

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Advisory Services

Help customers navigate wealth management or complex life decisions with advice from an expert they can trust: you.

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Upsell & Cross-Sell

Increase your customers' investment with you with real experts served up to them at the right moment.

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Claims Management

Help customers provide the right documentation for faster and more accurate claims processing and better predictability.

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Onboarding

Go from basic adoption tactics to human support when customers need guidance from an expert.

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Mobile Support

Make your customers feel supported no matter where they work with you, with dynamic tools like cobrowse and mobile camera sharing.

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THE TOTAL ECONOMIC IMPACT™OF GLANCE GUIDED CX

Independent Study: Glance Guided CX yielded 394% ROI

Glance Guided CX found to enhance customer service operations, reduce costs, and drive revenue in a commissioned study by Forrester Consulting.
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Customer Stories

CX stories from top enterprises

Glance is road-tested at scale for CX industry leaders. See how they use Guided CX to earn, keep, and grow their customers.

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Guided CX

SoFi’s 12x faster, friendlier support with Glance

SoFi is a member-centric, one-stop shop for digital financial services on a mission to help people achieve financial independence to realize their ambitions. The company’s full suite of financial products and services helps its more than 8.1 million SoFi members borrow, save, spend, invest, and protect their money better by giving them fast access to the tools they need to get their money right, all in one app. SoFi also equips members with the resources they need to get ahead – like credentialed financial planners, exclusive experiences and events, and a thriving community – on their path to financial independence.

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Guided CX

Glance Makes Customer Consultations Less Taxing for Intuit

Anyone who has ever filed a tax return on their own can sympathize with being stuck and confused. But taxpayers who use TurboTax® from Intuit experience a level of hands-on collaboration that can change everything.

The tax preparation software market is crowded with low-cost and free competitors. Intuit is determined to win and keep customers based on premium service and customer confidence that Intuit is helping them to receive the maximum allowable tax refund.

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Guided CX

MINDBODY lifted customer satisfaction & product adoption with Glance.

MINDBODY is the world's leading wellness services online marketing place and software platform

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See Glance Live

Earn, keep, and grow your customers with human CX.

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