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Track trends, get tips, and explore new ideas in Guided CX.

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6 Questions to ask a Potential Visual Engagement Provider

Digital banking is not a new trend. However, due to the pandemic, consumption and adoption is skyrocketing among all demographics. A study conducted on digital banking during the height of the lockdown revealed that of those surveyed, 73% of respondents are more or much more likely to leverage digital banking and digital payments. While consumers reassess their banking behaviors, banks are also reassessing and reimagining their digital experience.

News

Glance Introduces Mobile Camera Share Functionality

Feature Enables Businesses to Improve Field Service and IT Support Outcomes By Utilizing the Mobile Device Cameras of Customers and Field Technicians

25 in 5 With Glance CEO Tom Martin

Last month, the team at Glance virtually attended FinovateFall as sponsors and participants. While we were there, Finovate’s Senior Research Analyst Julie Moon sat down with our CEO, Tom Martin, to find out more about Glance and Tom. If you want to learn more about how long it took for us to gain our first customer back in 2000, our 2015 pivot into the enterprise, and just how early in the morning Tom wakes up (spoiler: it’s early!), check out Finovates 25 questions in 5 minutes!

7 Keys to a Great Digital Banking Experience

Long before COVID 19, innovative financial institutions were building out digital banking strategies. Those looking to win, retain, and maximize value from their customers know the move to digital will be paramount as a top revenue and retention channel. The pandemic, however, did accelerate the need to go from good to great.

FinovateFall: The Future of Finance is Digital

2020 has forced us out of our comfort zones. The way we learn, the way we work together, the way we bank has transitioned to a digital format. It was only fitting that 2020’s FinovateFall trade show, held September 14-18, embraced the new norm with a 100% digital event.

The Value of Visual Engagement for Your Banking App

Visual engagement is the ability for your employees to see, show, share, and collaborate with digitally connected customers. Your bankers and service reps can see the customer’s screen, help them get “un-stuck” and guide them through complex digital transactions. Your bankers and advisors can use visual engagement to present proposals to customers within the app, growing the bank’s strategic value to the customer, increasing loyalty, and stimulating transactions that lead to portfolio growth.

Customer Service

Article: Ensuring Customer Satisfaction with Visual Engagement

Originally published in No Jitter By Tom Martin, CEO, Glance September 14, 2020

Does my Team Need Visual Engagement Software?

Excerpt from “Do I Need Visual Engagement Software? 10 Questions you need to ask.” You can download the full eBook here.

Insurance

Glance Accelerates Growth, Adding New Customers in First Half of 2020

Company Will Provide Cloud-based Visual Engagement Solutions to Leading Brands in Financial Services, Software, Retail, Health, and Insurance