Guided CX Insights

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

Featured post image

Guided CX

Global Banking Consumer Study finds banks need human connection

Accenture's recent Global Banking Consumer Study has shed light on some critical findings that highlight the need for banks to rekindle the human touch. With data gathered from a comprehensive online survey of 49,000 consumers worldwide, this study offers invaluable insights into the shifting dynamics of the banking industry. Here are some key takeaways from the report.

Guided CX

Personalizing the digital banking experience with Guided CX

In today's digital world, customers crave banking experiences that feel tailor-made, just for them and their financial journey. But here's the thing: personalizing banking isn't quite like personalizing your online shopping cart. They’re not just buying a pair of shoes, they’re often making a life-changing decision — think mortgages or small business loans. These aren’t “just transactions.” They’re opportunities to establish and build solid customer relationships. And that level of trust and support can’t come from a chatbot. Are you ready for the secret ingredient to personalized digital banking experiences? Here’s a hint: You already have it. Humans. The skilled advisors on your team. They’re the key to creating highly personalized interactions within the digital banking space. Think about it. When faced with a major decision or confusing processes, even the best website isn’t going to give you peace of mind. You need the face of a trusted advisor. And it’s in these moments that Guided CX can step in to help create deeper connections with customers.

Customer Loyalty

8 key drivers of customer loyalty at banks

In an increasingly competitive financial landscape, building customer loyalty has become a top priority. Customer loyalty goes beyond mere satisfaction; it's the glue that binds customers to a particular bank, fostering long-term relationships and sustained profitability. But what exactly drives customer loyalty at financial institutions? Let's delve into key factors that make a difference.

Financial Services

The importance of customer-centric design in digital banking

Digital banking has entered a realm of no return, propelling forward with unstoppable force. For years, the winds of change have been accelerating toward complete digitalization, as customers demand and expect faster, more diverse service options. Those who are embracing change are rising to the top: According to Forrester, 35% of global banking executives report successful progress with their digital initiatives and related buying decisions.


Article: How Embedded Video Advances Digital Engagement

Originally published in CRM Xchange By Tom Martin, CEO, Glance April 27, 2021


Article: Extending the Brand Experience Through Embedded Video — The Missing Imperative in Digital Engagement

Originally published in Customer Magazine By Tom Martin, CEO, Glance February 23, 2021

Financial Services

Mobile Banking Must Replicate Branch Experiences

Originally published in BAI Banking Strategies By Tom Martin, CEO, Glance

Customer Service

Article: Ensuring Customer Satisfaction with Visual Engagement

Originally published in No Jitter By Tom Martin, CEO, Glance September 14, 2020

Customer Service

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