Guided CX for Financial Services
The most important transactions are between humans
Glance enables your experts to join customers in your app or website, deliver advisory services, and guide them through online transactions. Create real human connections in your digital spaces to increase satisfaction, grow portfolio value, and build customer loyalty.
Join borrowers on-screen
Step up your digital banking with a human touch
Glance lets the service agent see the screen of the customer and guide them through online account management and transactions. Glance is proven to increase transactions, improve the results of self-service initiatives, help retrain customers to use new digital processes, reduce operational service center costs, and increase customer satisfaction.
Digital Investment Management
Present portfolio performance and investment options in-person, digitally
Glance is the first choice for transforming in-branch financial consultations into digital meetings. Financial advisors can launch sharing sessions with the click of a button to connect with customers on desktop or mobile devices, present portfolio performance and investment options, and view the customer’s browser or app screen to guide them while they trade and transact.
What our customers are saying
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.
"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."
"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."
How it works
Elevate the financial services customer experience with Glance
Financial decisions are among the most personal, emotional — even vulnerable — decisions people make in their day-to-day lives. Improve customer confidence, build brand trust, and foster life-long relationships by adding the power of human connection in your digital spaces.
Glance enables your agents to instantly see what users are seeing on-screen, to quickly understand problems and guide them to a speedy solution. The agent can highlight elements on the customer’s screen including text, graphics, form fields, and navigation controls. Agents can guide the customer and follow from page to page as the customer navigates the website or app.
Glance is the first complete solution for transforming in-branch financial consultations into digital meetings. Financial advisors can launch sharing sessions with the click of a button to connect with customers on desktop or mobile devices. Present portfolio performance and investment options. View the customer’s browser or app screen and guide them while they trade and transact.
Glance can also show the agent’s screen to the customer — perfect for presenting and demoing to close the sale or for delivering advisory services.
Agents can see the screen of users of your desktop software, website, browser based app, or native mobile app. Glance gives you a consistent agent and customer experience on every digital platform.
Glance is enterprise-proven in some of the largest companies and high-volume contact centers in the world. And Glance is engineered to comply with strict customer privacy and security requirements, perfect for financial services, healthcare, software, and insurance.
Financial services success stories
Learn from financial institutions who are changing the game using the power of human connection.