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 Outdated processes, confusing self-service options, and siloed tools all add friction for your customers and your agents.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

Customer Service
News
Financial Services
Article: Ensuring Customer Satisfaction with Visual Engagement
Originally published in No Jitter By Tom Martin, CEO, Glance September 14, 2020

Insurance

News

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

Customer Service
News
Financial Services
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

News

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 Transformation
Customer Service
Financial Services
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.