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

The role of Guided CX in financial services: reducing friction in customer journeys
Customers expect fast, easy, and personalized service — especially when it comes to their finances. Yet for many banks, insurance companies, and financial institutions, delivering that experience isn’t always simple. Complex products, confusing online processes, and high-stakes transactions can create friction that frustrates customers and drives them away. That’s where Guided Customer Experience (Guided CX) comes in.
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News

News
Glance Earns Three Customer-Driven Awards in Winter 2023 G2 Reports
Positive customer reviews lead to wins for Glance’s Guided CX solutions WAKEFIELD, Mass. — Glance, the leader in Guided CX software solutions, announced today that it has earned three G2 badges in the G2 Market Reports for winter 2023.

Customer Service

Customer Service
2023 CX trends to watch in financial services
Banking and financial services are undergoing a drastic transformation. The customer experience in 2023 looks a lot different from just five years ago, and finance CX leadership must keep up with evolving customer expectations and market trends to stay competitive. Here’s a look at four key trends and predictions in finance CX to know now. Be sure to download our 2023 CX trends infographic for a summary you can reference and share with your team.
Customer Service

Customer Service
Four skills to develop in your customer service team in hard times
If you’re in customer service management, being able to lead your team through tough times isn’t exactly on the job application. But as we head into a potential economic downturn on the heels of a pandemic, we’re thinking it probably should be.
Customer Service

Customer Service
Genuine empathy will be mission-critical to CX in 2023
This is an excerpt from our recent ebook, CX Trends & Predictions for 2023: Seeking Stability. Grab the full report here.
Customer Service

Customer Service
Four customer service management trends for 2023 you’ll need to prepare for
Want to deliver outstanding customer service in 2023? You may have to refresh your approach.
Customer Service

Customer Service
The top 5 applications of AI in CX for 2023
This is an excerpt from our recent ebook, CX Trends & Predictions for 2023: Seeking Stability. Grab the full report here.
Customer Service

Customer Service
10 hard-hitting customer service stats (and what to do about them)
It certainly isn’t a boring time to be in customer service. Customer demands are changing. Competition for consumer dollars is peaking. And companies are depending on the customer service team to be the frontline for a differentiating CX. Building the kind of stellar customer service experience that sets your company apart isn’t easy. But it can help to zoom out and see what kind of lessons there are to learn from the wider landscape. To that end, we’ve compiled 10 significant stats that illustrate where customer service is at, where it’s going and what you can do to improve your own. Let’s dive in:
Customer Service

Customer Service
Pandemic-born CX trends with staying power for 2023
This is an excerpt from our recent ebook, CX Trends & Predictions for 2023: Seeking Stability. Grab the full report here.