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Guided CX Insights

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

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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

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.