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Guided CX for Financial Services

The most important transactions are between humans

Financial services companies have been digitally transforming in-branch experiences since the first ATMs. Customers prefer the convenience of digital engagement, and financial services companies prefer the operational efficiency.

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.
Salesforce Integration

Digital Loans

Join borrowers on-screen

The lenders that will succeed in this new digital loan era are the ones that empower loan officers to join borrowers on-screen to offer guidance in the complex and stressful application process. Glance transforms customer frustration into completed transactions and more opportunities to grow lifelong customer bonds.

Digital Banking

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.

Trust & Security


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.


Stacie Herring

Director of Assisted Experience at Intuit

axos logo blue

"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."


Jonathan Crane

Senior VP, Centers of Excellence for Axos Bank


"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."


Amy Brandt

President and CEO of Docutech

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.

agent smiling 2

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.

Mobile App Share

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.

Trust & Security

Case Studies

Financial services success stories

Learn from financial institutions who are changing the game using the power of human connection.

See Glance Live

Earn, keep, and grow your customers with human CX.