Guided CX Insights

AI should make banking faster and simpler without losing the human connection that builds trust. In our recent American Banker webinar, Tom Martin (CEO, Glance) and Josh Johnson (Sr. Director, Operations Strategy, SoFi) shared how leaders can blend AI efficiency with human empathy to earn loyalty, increase adoption, and deliver better outcomes.

In today’s competitive business landscape, providing an exceptional customer experience is no longer a luxury but a necessity. Customer experience initiatives have proven beneficial across various industries, from banking to e-commerce, showcasing the universal importance of CX. As customers increasingly expect personalized and efficient interactions, companies are turning to guided customer experience (CX) solutions to deliver seamless and satisfying experiences. Guided CX goes beyond traditional methods by leveraging innovative technologies that allow agents to visually guide customers through their journey, addressing their needs in real-time. Leading enterprises are leveraging guided CX to achieve success — but how? What does that experience look like? And what are these leading brands accomplishing through guided CX technology?

Customer expectations are at an all-time high. Customers expect brands to use a high level of technology … but they also demand human connection. In response, more companies are starting to use what’s known as guided customer support, or Guided CX, combining the powers of both technology and humanity to deliver a standout customer experience.

Glance’s client, Axos Bank, was the subject of a terrific article in American Banker magazine. Here are the high points:

Truckstop.com, the Idaho-based SaaS marketplace that facilitates the equivalent of nearly 11% of the US GDP, saw positive results almost immediately after deploying Glance.

A few weeks ago, we received an invitation to Intuit’s Partner Summit from Kathleen Russell, Intuit’s sourcing manager. Each year, Intuit brings its top strategic partners together to share the company’s strategy and priorities and to learn how we can be better partners to each other. Together, we learned how we are making a positive difference in the lives of our customers.

We’re very pleased to post another customer success story on our website: MINDBODY Leverages Glance to Drive Higher Adoption and Increased Customer Satisfaction.

We are thrilled to announce that our work with Inuit on its SmartLook experience has awarded us with the Business Intelligence Group’s BIG Award for Business and was named the 2017 Technology Software Case Study of the Year.