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Guided CX Insights
Track trends, get tips, and explore new ideas in Guided CX.
What digital customer guidance really means in practice
Most digital experiences were built with a simple assumption: customers can figure it out on their own.
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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.
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
News
Financial Services
Article: Ensuring Customer Satisfaction with Visual Engagement
Originally published in No Jitter By Tom Martin, CEO, Glance September 14, 2020
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
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
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.