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Guided CX Insights
Track trends, get tips, and explore new ideas in Guided CX.
Measuring what matters in 2025
Using a one-size-fits-all approach to metrics is like trying to fit a square peg into a round hole. Every organization is unique, with distinct goals, customer expectations, and operational challenges. So why should your metrics be any different? Traditional metrics like Average Handle Time (AHT) have their place, but they don’t always capture the full picture. As customer needs evolve and businesses prioritize different aspects of the customer experience, the focus is shifting toward measuring what truly matters for your organization and your customers.
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News
News
Glance Recognized in the Gartner® Hype Cycle™ for Customer Service and Support Technologies, 2023 Report
Glance recognized as a Sample Vendor for Digital Customer Service and Video Contact Center in the Gartner Hype Cycle for Customer Service and Support Technologies, 2023 Wakefield, Mass., Sep. 6, 2023: Glance, a pioneer in human-guided digital customer service, is proud to announce its recognition as a Sample Vendor in the Gartner Hype Cycle for Customer Service and Support Technologies, 2023 Report. The company’s significant contributions in the digital customer service and video categories have led to its continued upward trajectory in the industry at a time when customer experience (CX) technology is rapidly evolving and customer expectations only continue to rise.
Guided CX
Guided CX
Digital Transformation
Financial Services
Personalizing the digital banking experience with Guided CX
In today's digital world, customers crave banking experiences that feel tailor-made, just for them and their financial journey. But here's the thing: personalizing banking isn't quite like personalizing your online shopping cart. They’re not just buying a pair of shoes, they’re often making a life-changing decision — think mortgages or small business loans. These aren’t “just transactions.” They’re opportunities to establish and build solid customer relationships. And that level of trust and support can’t come from a chatbot. Are you ready for the secret ingredient to personalized digital banking experiences? Here’s a hint: You already have it. Humans. The skilled advisors on your team. They’re the key to creating highly personalized interactions within the digital banking space. Think about it. When faced with a major decision or confusing processes, even the best website isn’t going to give you peace of mind. You need the face of a trusted advisor. And it’s in these moments that Guided CX can step in to help create deeper connections with customers.
Guided CX
Guided CX
Insurance
Insurers risk losing to tech titans without these 3 factors
Digitally native disruptors have entered the insurance space. Companies like Tesla, Amazon, and Google’s sister company Verily — as well as digital startups who have the ability to move at lightning speed — are adding extra competition to the industry. This means customer loyalty is more important than ever: just a 5% increase in customer retention results in nearly a 30% increase in revenue. So, how can established insurers improve customer loyalty? David Butler, SVP of Product and Strategy, says they must bear in mind three principles: empathy, investment, and risk. These are crucial for enhancing customer experience (CX) and cultivating loyalty. Let’s look at each of these factors.
Customer Loyalty
Customer Loyalty
Financial Services
8 key drivers of customer loyalty at banks
In an increasingly competitive financial landscape, building customer loyalty has become a top priority. Customer loyalty goes beyond mere satisfaction; it’s the glue that binds banking customers to a particular bank, fostering long-term relationships and sustained profitability. But what exactly drives customer loyalty at financial institutions? Let’s delve into key factors that make a difference.
Guided CX
Guided CX
Contact Centers
Nurturing excellence: Running a top-performing call center with high agent morale
In the realm of customer service, call centers stand as the hubs of customer interaction. Delivering exceptional service requires results-oriented strategies and an emphasis on high agent morale. And it matters — a lot. Beyond mere problem-solving, call centers offer a platform for building meaningful relationships and fostering trust. They hold the power to not only address concerns but also create positive experiences that leave lasting impressions — impressions that help shape brand perception and loyalty. Now that we’ve established the critical role call centers play in the organization, let’s dive into what’s required to achieve a top-performing call center that thrives on the interplay of agent satisfaction and customer delight.
Guided CX
Guided CX
CX
The equation for a compelling online interaction
When was the last time you had a compelling engagement with a chatbot? Probably never. Chatbots and self service are important, but when situations escalate above what a self-help article or AI can handle, it’s essential to have the right tools to provide a great experience for both the customer and the agent. Here’s the equation for a compelling online interaction: Great Customer Experience (CX) + Great Agent Experience (AX) = Great Human Experience Let’s break that down.
Digital Transformation
Digital Transformation
CX
The human factor: Redefining customer experience in a digital world
In today’s digital-first world, businesses are increasingly focused on providing exceptional Customer Experience (CX) and enhancing digital customer engagement to gain a competitive edge. With countless tools and channels at their disposal, companies strive to create seamless interactions that cater to their tech-savvy customers. While the digital-first approach has brought numerous benefits, it’s crucial not to overlook the significance of human interaction in delivering an outstanding customer experience (CX). Renowned customer service and CX expert Shep Hyken recently interviewed Glance CEO Tom Martin on Amazing Business Radio to explore the role human interaction plays in today’s landscape. Listen to the full podcast episode here, or keep reading for a synopsis of the insightful conversation.
News
News
Glance Announces Strategic Partnership with Experience Design Expert Amy Heymans
Former Chief Experience Officer of Mad*Pow and Chief Design Officer of UnitedHealthcare brings decades of Fortune 500 CX experience to Glance customers and partners Wakefield, MA, August 9, 2023: Glance, a leading provider of human-guided customer experience (CX) solutions, is thrilled to announce a strategic partnership with human-centered design expert Amy Heymans. In an era of rapid evolution for CX, evaluating customer journeys and developing strong experiential designs has become essential. Understanding the technological landscape and striking the right balance between technology and human interaction are critical for the success of leading Fortune 500 organizations. This new partnership ushers in a groundbreaking era of customer experience, seamlessly integrating AI technology with the right human touch.
Guided CX
Guided CX
Has your CX lost its human touch?
It makes sense that businesses are moving towards digital customer experiences. We’re living in a digital world. But in the process, they've left out a crucial element that customers really crave: the human touch. Although using a chatbot can speed up responses and get rid of the dreaded hold music, if companies don’t approach this strategy carefully, it might actually create a harmful emotional distance between businesses and their customers. Studies show that when there's no human connection in customer experiences, people end up feeling dissatisfied and disconnected.