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Guided CX Insights

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

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News

Glance for Financial Services Wins TMC’s Pandemic Tech Innovation Award

Visual Engagement Solution is Lauded for Improving Digital Interactions Between Financial Institutions and Their Customers Through Secure Cobrowse, Screen Share, and Video CapabilitiesAdoption of Digital CX Solution Surged in Q2 as Institutions Addressed Pandemic-Related Challenges

Customer Service

Article: The advantages of open solutions in a ‘single stack’ world

Originally published in BAI Banking Strategies By Clyde Logue, VP of Product, Glance August 3, 2020

News

Glance Reports Record Visual Engagement Usage in Financial Services Sector

Adoption of Digital CX Solution Surged in Q2 as Institutions Addressed Pandemic-Related Challenges

News

Glance for Financial Services Receives Customer Magazine 2020 Contact Center Product of the Year Honors

Visual Engagement Solution Enables Financial Services Providers to Add Live Agent Support and Consultation Capabilities into Apps and Websites Wakefield, MA July 22, 2020 – Glance (www.glance.net), a leading provider of visual engagement solutions that enable organizations to deepen customer relationships and transform digital customer interactions into brand-building and revenue-generation opportunities, announced that CUSTOMER Magazine has selected its Glance for Financial Services solution as a recipient of its 2020 Contact Center Product of the Year award. Produced by Technology Marketing Corporation (TMC), CUSTOMER Magazine is one of the most influential publications covering the business communications sector.

Digital Transformation

Digital Banking: The Surging Importance of CX

Digital banking has been around for decades, but it has never been hotter, and it has never been more critical to the success of financial services companies.

Article: How to Shift to Virtual Field Service Appointments in a COVID-19 Environment

Originally published by GearsCRM Harry Radenberg, Founder and CEO, GearsCRM May 27, 2020

Customer Service

Deploying Glance Step #3: Managing Ongoing Success

This is blog #3 in a 3-part series about deploying Glance in the enterprise. The first blogs covered tips on communicating the value of Glance Visual Engagement to motivate your team, and successfully driving adoption of Glance across your enterprise.

Customer Service

Glance Networks Is Recognized in Gartner’s Market Guide for Digital Customer Service and Support Technologies

Wakefield, MA April 28, 2020 – Glance (www.glance.net), a leading provider of visual engagement solutions that enable organizations to deepen customer relationships and transform digital customer interactions into brand-building and revenue-generation opportunities, announced that the company is recognized in Gartner’s March 2020 Market Guide for Customer Service and Support Technologies. Authored by Gartner analysts Brian Manusama and Nadine LeBlanc, the report is available to Gartner subscribers.

Customer Service

Deploying Glance Step #2: Tips to Drive Adoption

This is the 2nd blog in a 3-part series about successful deployment. In blog #1, we talked about the importance of communication before and during deployment.