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

The next era of customer support: mobile-first and cobrowsing-ready
When you have a question, where do you turn? Most likely, your phone. Mobile has become the first stop for customer support: 82% of customers use mobile apps for communicating with a company. Whether troubleshooting an issue, making a purchase, or asking a quick question, customers expect seamless support from the palm of their hand. But there’s a problem. Traditional support methods — long text threads and email chains, confusing FAQs, and even chatbots — often don’t cut it when customers are trying to solve complex issues on a mobile app or website. That’s where mobile cobrowsing comes in.
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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.


Moving Through 3 Phases of Crisis Response Towards Reinvention
“Moving through 3 phases of crisis response towards reinvention” is an excerpt from the white paper, “The Future of Relationships” by Blair Pleasant and brought to you by Glance and COMMfusion. You can download your copy of the full white paper here.

Balancing Technology and Humanity to Mold the Future of Banking
The future of banking is digital. The power players knew this before a worldwide pandemic struck. However, COVID 19 was the accelerant to shift both the financial industry and consumer mindset about digital from a “nice to have” to necessity.