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Guided CX Insights
Track trends, get tips, and explore new ideas in Guided CX.
Why screen sharing alone isn’t enough for modern customer journeys
Think about the last time you needed help online. Maybe you were trying to fill out a form, reset a password, or check out. You got stuck, so you contacted support. The agent offered to share your screen.
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7 Keys to a Great Digital Banking Experience
Long before COVID 19, innovative financial institutions were building out digital banking strategies. Those looking to win, retain, and maximize value from their customers know the move to digital will be paramount as a top revenue and retention channel. The pandemic, however, did accelerate the need to go from good to great.
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
