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eBooks

Welcome to Our eBooks

See why CX industry leaders trust Glance Guided CX.

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Latest eBooks

Guided CX

Banking beyond boundaries

Banks are facing a critical imperative to revolutionize customer engagement. From meeting customers in their critical moments to balancing automation with the human touch and unlocking smart servicing and experiences, in this eBook, we’ll delve into the strategies and insights that can help banks thrive in the digital age. Download the eBook to learn:

Digital Transformation

How top banks are driving customer loyalty by personalizing digital banking experiences

Download the eBook to learn how banks are using Guided CX to:

Guided CX

AI, humans, and customer experience: 2024 trends in Guided CX

Download the eBook to learn how banks are using Guided CX to:

Digital insurance depends on human interaction to drive loyalty

Download the eBook to learn how insurers are using Guided CX to:

Customer Retention

What call centers need, according to top experts

We had the privilege to tap into the minds of proven contact center experts for Q&A sessions where they shared tips they’ve learned over the combined 50+ years of experience in the field. In this eBook, we’ve wrapped up a high-level overview of the key takeaways from these discussions.

Guided CX

The Total Economic Impact™ Of Glance Guided CX

Glance Guided CX found to enhance customer service operations, reduce costs, and drive revenue in a study commissioned by Forrester Consulting.

Customer Retention

Digital insurance depends on human interaction to drive loyalty

Download the eBook to learn how insurers are using Guided CX to:

Guided CX

Making the case for Guided CX

Transform customer service from a cost center to a revenue generating engine. Technological advancements like AI have undoubtedly propelled companies forward, offering innovative ways to connect with customers and streamline operations.

Guided CX

Navigating the new normal in investment management presented by Financial Planning

This eBook includes:

Guided CX

Personal meets digital: Guided experiences for SaaS

Download this eBook to learn:

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Our Customers

What our customers are saying

Salespeople and demo technicians love Glance because it is simple, easy, fast, and reliable. Sales leadership loves Glance because of the automatic KPI capture in the CRM and the ability to inspect the sales process. Everyone loves the results: close business faster, for more revenue.
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"We have the ability to have our experts see what the customer sees and highlight areas to help direct the customer. Our one-way video lets the customer connect the TurboTax expert they are speaking with. It’s been a game changer for Intuit."

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Stacie Herring

Director of Assisted Experience at Intuit

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"We’re able to jump right into whatever issue the customer may be facing and provide real-time guidance as opposed to trying to make them describe what they see on the screen."

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Jonathan Crane

Senior VP, Centers of Excellence for Axos Bank

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"Enabling lenders to see what the customer is seeing in the digital environment and offer guidance and personalized service as needed through Glance cobrowsing is incredibly valuable."

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Amy Brandt

President and CEO of Docutech

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