financial-services

Guided CX Insights

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

Mastering omnichannel customer care: a guide to seamless support

Today’s customers expect businesses to provide help whenever and wherever they need it, whether they’re on their phone, chatting online, or browsing through a knowledge base. That’s where omnichannel customer service comes in.

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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.

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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

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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

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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

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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.

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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.

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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.

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