customer-service
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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Customer Service

Customer Service
News
Article: Constant Contact uses Glance to expand customer success, product support and advisory services
Glance’s client, Constant Contact, was the subject of a great article in CIO magazine. Here are the high points:
Customer Service

Customer Service
News
Case Study
Axos Bank uses Glance to improve CSAT for customers using online banking
Glance’s client, Axos Bank, was the subject of a terrific article in American Banker magazine. Here are the high points:
Digital Transformation

Digital Transformation
Customer Service
Adding the human touch to FinServ digital transformation
Glance was proud to sponsor Finovate Fall 2019 last week at the Marriott Marquis in Times Square New York. We talked to many financial executives after our demo and at our booth who are tackling the challenge of digital transformation. Here are a couple of themes that came up again and again:
Customer Service

Customer Service
Constant Contact Leverages Glance to Transform the Service Center into a Revenue Center
Originally published in Customer Magazine By Erik Linask June 18, 2019
Customer Service

Customer Service
CX
What should you do about the Backlash against AI?
Forrester predicts a year of reckoning for AI. The market research firm foresees a backlash against automated chatbots which routinely exasperate customers searching for assistance.
Customer Service

Customer Service
How to Encourage Conversion Through Visual Engagement
Originally Appeared on CustomerZone 360 News
Customer Service

Customer Service
News
Case Study
Glance Receives Innovation Award from Intuit
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.
Customer Service

Customer Service
CX
Guerrilla Tactics to Deliver Quick CX Wins
Originally published in CustomerThink.
Cobrowse

Cobrowse
SaaS
Customer Service
Case Study
MINDBODY Uses Glance to Drive Higher Customer Satisfaction, Higher App Adoption
We’re very pleased to post another customer success story on our website: MINDBODY Leverages Glance to Drive Higher Adoption and Increased Customer Satisfaction.