financial-services
Guided CX Insights
Track trends, get tips, and explore new ideas in Guided CX.
How cobrowse revolutionized customer satisfaction at at top bank
Can you imagine if your customers were 97% satisfied with their online interactions and were saying things like: “Very innovative, very user friendly.” “Cobrowse made me feel secure and safe about making a transaction on the phone. Thank you very much.” “Cobrowse dramatically reduced the time for completing my lengthy and complicated banking transactions.” “I felt like I mattered. I was helped to understand where my account was and it helped me with future decisions.” “Simple and gives peace of mind that [the bank] cares unconditionally.” Those are real quotes from customers of a major US bank who leverage cobrowsing technology to transform their digital banking experience. Let’s take a look at what led them down this path and how they leveraged cobrowsing technology to boost satisfaction.
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Digital Transformation
Customer Service
Financial Services
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
News
Financial Services
Article: Automated Self-service is Great … Until It Is Not
Originally published in BAI Banking Strategies By Tom Martin, CEO, Glance April 17, 2020
News
Financial Services
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
News
Financial Services
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
Webinar
Education
Customer Service
Financial Services
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
Customer Service
Financial Services
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.
Insurance
Financial Services
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.
Healthcare
Cobrowse
SaaS
Financial Services
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.