financial-services
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 Outdated processes, confusing self-service options, and siloed tools all add friction for your customers and your agents.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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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.
Customer Service
News
Financial Services
Article: Automated Self-service is Great … Until It Is Not
Originally published in BAI Banking Strategies By Tom Martin, CEO, Glance April 17, 2020
News
Financial Services
Glance Introduces Visual Engagement Offering for the Financial Services Sector
Glance for Financial Services Adds Human Guidance and Expertise into Digital Banking, Lending, and Investment Management Interactions
Customer Service
News
Financial Services
Article: Communicating with Customers and Colleagues When Face-to-Face Is a No-go
Originally published in BAI Banking Strategies By Clyde Logue, VP of Products, Glance March 27, 2020
Webinar
Education
Customer Service
Financial Services
Our Financial Services Webinar Asks: Can Financial Online Collaboration Be Just As Good As An In-Person Meeting?
On December 7, 2017 at 2:00 ET, we will show how financial online collaboration can be just as good as an in-person meeting in our Balancing the Online Financial Experience webinar.
Digital Transformation
Customer Service
Financial Services
Taking Financial Institutions’ Customer Service Calls from Conflict to Collaboration
Financial institutions’ customer service calls can be challenging. People are sensitive about what happens to their money – and with good reason. That’s why financial institutions require an easy way to defuse anger and stress, right from the get-go.
Insurance
Financial Services
Glance Networks Helps Insurance Providers Personalize Customer Engagement
Insurance providers have a high level of competition. When it comes to protecting your customers’ valuable property and possessions, supporting each policyholder with a higher level of personal interaction can set an insurance provider apart from the pack.
Healthcare
Cobrowse
SaaS
Financial Services
Top 10 Visual Engagement Use Cases You Need to Know
Visual engagement—the integrated experience of cobrowse, screen share, and agent video—is revolutionizing the online customer experience.