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

Spring cleaning your customer support strategy: how Guided CX streamlines digital interactions
Spring is in the air — and while you might be thinking about clearing out closets or organizing the garage, there’s another area that could use some tidying up: your customer support strategy. Let’s be real: digital customer experiences can get cluttered. Outdated processes, confusing self-service options, and siloed tools all add friction for your customers and your agents. But here’s the good news: with a little spring cleaning and the right approach, you can freshen things up and create smoother, more human support experiences. Enter Guided Customer Experience (Guided CX)—your not-so-secret weapon for streamlining support and delighting customers.
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Guided CX: The new digital customer experience norm
In 2018, PwC research found that 82% of U.S consumers felt the need for more human interaction in their digital experiences. Let’s think about that for a moment. Before a time of lockdowns, humans wanted more out of their online interactions with a brand. And then came a global pandemic and what we saw was the use of digital channels accelerated at an unimaginable pace in an attempt to bridge that gap.
Video

Video
Customer Service
News
Financial Services
Article: How Embedded Video Advances Digital Engagement
Originally published in CRM Xchange By Tom Martin, CEO, Glance April 27, 2021

Twilio Flex and Glance Cobrowse with 1-Click Connect™ – Partnering to build a better contact center
At Glance, we enjoy partnerships with companies that share our passion for bringing humanity into the digital customer experience, which is why we are excited to announce our latest integration with Twilio Flex. Glance Cobrowse with 1-Click Connect™ now integrates seamlessly into Twilio Flex, enabling contact center agents to instantly see what callers are seeing on-screen and quickly understand problems without playing “The Game of 20 Questions.”

Guided CX

Guided CX
SaaS
Glance Guided CX and Intuit Make Tax Season Less Taxing
According to the US government, the 2021 tax filing season officially kicked off on February 12th, the first day the IRS began accepting tax returns. But for me, the unofficial beginning of the tax season each year occurs the moment the first Intuit TurboTax advertisement airs during the Super Bowl. It is always rewarding for me and other Glance employees to see Intuit’s commercials in which Glance Guided CX functionality takes center stage!
Video

Video
Customer Service
News
Financial Services
Article: Extending the Brand Experience Through Embedded Video — The Missing Imperative in Digital Engagement
Originally published in Customer Magazine By Tom Martin, CEO, Glance February 23, 2021
News

News
Glance Names EJ McGowan Vice President of Engineering
Wakefield, MA—February 8, 2021– Glance (www.glance.net), a leading provider of guided customer experience solutions that enable organizations to deepen customer relationships and transform digital customer interactions into brand-building and revenue-generation opportunities, announced that EJ McGowan has been appointed as Vice President of Engineering. In this capacity, he will oversee the company’s product development, testing, quality assurance, and engineering activities.
Financial Services

Financial Services
Mobile Banking Must Replicate Branch Experiences
Originally published in BAI Banking Strategies By Tom Martin, CEO, Glance

6 Digital Customer Engagement Predictions for 2021
In 2019, Paul DiPaola of U.S. Bank said, “the rate of change has never been faster, and it will never be this slow again.” 2020 certainly agreed and then decided to raise the stakes. We saw COVID lockdowns that forced both businesses and consumers to embrace digital as the primary channel for communication. Frictionless, secure, personal digital engagements went from a “nice to have” to “need to have” almost overnight.