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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 Outdated processes, confusing self-service options, and siloed tools all add friction for your customers and your agents.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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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.
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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.
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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.