Focus on Customer Retention

Self-service has been the darling of customer service strategies for years. The idea is simple: let customers solve problems on their own with FAQs, chatbots, and knowledge bases. It promises lower costs for companies and faster answers for customers. But according to new data from Gartner, the reality isn’t matching the hype.

Happy CX Day! Every year, on the first Tuesday of October, businesses and organizations worldwide come together to celebrate Customer Experience (CX) Day. It's a time to reflect on the importance of delivering exceptional customer experiences and to share best practices that improve the way businesses interact with their customers. Want to learn more about CX Day? You can check it out here. At Glance, we believe that great customer experience is not just about answering questions—it's about creating meaningful human connections. Today, we'll dive into why CX is essential and how we support businesses in elevating their CX game.

As organizations adopt AI to boost contact center efficiency, the importance of authentic, human-led support remains essential, especially in regulated industries such as financial services. This webinar will show how Glance Cobrowse for Microsoft Dynamics 365 Contact Center, now available on Microsoft AppSource, enables service teams to deliver seamless, secure, and highly personalized experiences directly within the Dynamics 365 workspace. Key takeaways: How Glance's cobrowsing, screen sharing, and live video capabilities integrate natively into Microsoft Dynamics 365 workflows The value of combining Microsoft Copilot's real-time agent assistance with Glance Cobrowse to guide customers through complex processes Ways to trigger cobrowse moments using AI for timely, context-rich support Security and scalability features that meet the needs of highly regulated enterprises Proven strategies to reduce churn, build long-term loyalty, and increase revenue through upsell and cross-sell opportunities during live interactions

What if your digital banking experience knew you, not just your balance? At SoFi, it does. In a landscape where customers expect empathy as much as efficiency, banks and fintechs that fail to humanize AI risk losing trust – and business. Join leaders from SoFi and Glance as they explore how to design AI-driven digital banking that feels genuinely personal. We will dive into how capturing and supporting people at their most high-stress, high-value moments creates smoother experiences and drives measurable outcomes, like stronger loyalty and higher conversions. Learn how real-time engagement, behavioral insights, and emerging technologies can help financial institutions create experiences that are as human as they are intelligent. Key takeaways: How to integrate AI into customer journeys without losing authenticity Real-world examples of personalization that drive trust, loyalty, and conversions Strategies for creating meaningful digital engagement in financial services

About this talk Whether you’re new to Glance or a long-time customer, the latest features offer new ways for you to connect, share, and secure personalized, guided customer experiences throughout your website or app, helping your users navigate critical digital moments.

About this talk Digital self-service on your website or in your app works great for your customers … until it doesn’t. When customers need personal assistance in digital spaces, how can your agents help them achieve their goals - and, ultimately, keep them as customers? Bringing human-to-human support into your digital channels could be the game changer you need.

About this talk Q&A with Sumita Mullick, Vice President of Customer Service and Operations Analytics at Wellmark Blue Cross and Blue Shield

MINDBODY is the world's leading wellness services online marketing place and software platform

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