Guided CX Insights

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

Featured post image

Digital Transformation

Digital Banking: The Surging Importance of CX

Digital banking has been around for decades, but it has never been hotter, and it has never been more critical to the success of financial services companies.

Customer Service

Article: Automated Self-service is Great … Until It Is Not

Originally published in BAI Banking Strategies By Tom Martin, CEO, Glance April 17, 2020


Glance Introduces Visual Engagement Offering for the Financial Services Sector

Glance for Financial Services Adds Human Guidance and Expertise into Digital Banking, Lending, and Investment Management Interactions

Customer Service

Article: Communicating with Customers and Colleagues When Face-to-Face Is a No-go

Originally published in BAI Banking Strategies By Clyde Logue, VP of Products, Glance March 27, 2020


Our Financial Services Webinar Asks: Can Financial Online Collaboration Be Just As Good As An In-Person Meeting?

On December 7, 2017 at 2:00 ET, we will show how financial online collaboration can be just as good as an in-person meeting in our Balancing the Online Financial Experience webinar.

Digital Transformation

Taking Financial Institutions’ Customer Service Calls from Conflict to Collaboration

Financial institutions’ customer service calls can be challenging. People are sensitive about what happens to their money – and with good reason. That’s why financial institutions require an easy way to defuse anger and stress, right from the get-go.


Glance Networks Helps Insurance Providers Personalize Customer Engagement

Insurance providers have a high level of competition. When it comes to protecting your customers’ valuable property and possessions, supporting each policyholder with a higher level of personal interaction can set an insurance provider apart from the pack.


Top 10 Visual Engagement Use Cases You Need to Know

Visual engagement—the integrated experience of cobrowse, screen share, and agent video—is revolutionizing the online customer experience.