AI is rapidly reshaping financial services, creating new opportunities to improve efficiency, strengthen compliance, and enhance the customer experience. Industry leaders explore where AI is making the biggest impact today, what’s next for adoption, and how financial institutions can balance innovation with risk, regulation, and trust. The conversation also highlights why human expertise remains essential, especially as AI moves into more complex and customer-facing interactions.

BCU, a member-focused credit union, enhanced its digital banking experience by integrating Glance Cobrowse directly into Salesforce. Previously hindered by a fragmented system that slowed service and frustrated both agents and members, BCU streamlined support with a one-click solution that allows agents to see exactly what members see in real time. This seamless integration reduced inefficiencies, improved agent adoption, and enabled faster, clearer issue resolution. As a result, members experience less frustration and greater confidence, while agents can focus on delivering high-quality, personalized support.

Glance Guided CX empowers businesses to deliver exceptional customer experiences.

In the digital age, providing exceptional customer experiences requires more than just technology. It demands a human touch.