financial-services

Guided CX Insights

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

How to align AI and human expertise for exceptional CX

Artificial intelligence is reshaping how businesses interact with customers — but let’s be honest, AI alone isn’t the magic bullet for customer experience. The best results happen when AI and human expertise work together. AI can automate repetitive tasks, provide insights, and boost efficiency, but it’s the human touch that builds trust and lasting relationships. So how do you strike the right balance? That’s where the AI + Human Maturity Model™ for Customer Experience comes in. This model is a practical guide for businesses looking to assess where they are today, where they can go next, and how to structure their teams to get the most out of AI and human collaboration.

Read Now

Filter by Category

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.

Read Now

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

Read Now

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

Read Now

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

Read Now

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.

Read Now

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.

Read Now

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.

Read Now