At SoFi, delivering a frictionless, secure digital experience for members is critical. In this customer testimonial, Joshua Johnson, Senior Director of Operations Strategy and Transformation at SoFi, shares how Glance helps SoFi support members more effectively during key digital moments. Before Glance, agents relied on verbal guidance alone, which often led to frustration when visual context was needed.
With Glance, agents can now see what members see, resolve issues faster, and provide more supportive, human interactions without compromising security or efficiency. Key outcomes SoFi achieved with Glance include:
Glance empowers frontline agents with secure visual engagement tools that help members complete tasks faster and with greater confidence. Learn how Glance helps financial services organizations deliver faster, friendlier, and more effective digital customer experiences