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Guided CX Insights

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Guided CX

Transforming banking experiences and operations with Guided CX

Digital transformation is reshaping customer interactions, and it’s essential for banks to strike the right balance between technology and human touch. According to Forrester, direct banking customers in 2023 rated hybrid experiences 3 points higher than digital-only ones, underlining the significance of human interaction in the customer journey. While digital channels provide convenience and efficiency, customers still value the personal connection offered by human interaction. Here’s where Guided CX emerges as a game-changer. It not only enhances customer experience but also streamlines contact center operations, offering a holistic solution to meet the evolving needs of both customers and financial organizations.

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Glance and EDCi Forge Strategic Partnership to Elevate Human-Centric Customer Experience Solutions

Leading outcomes-focused organizations partner to drive value in digital CX strategies Wakefield, MA, April 17, 2024: Today, Glance and EDCi proudly announce their strategic partnership, solidifying their mutual commitment to delivering outcome-driven, high-value solutions to their clientele. With a shared philosophy focused on human-centric customer experience (CX), this collaboration helps organizations derive more value from their CX infrastructure and strategy.

Guided CX

How to accelerate bank deposit growth by balancing AI and human expertise

Deposit growth has emerged as a top priority for financial institutions. A recent survey revealed that 4 out of 5 bankers have identified deposit growth as a primary concern, highlighting the urgency for banks to optimize their deposit processes. However, they’re faced with challenges. With customers increasingly shifting their funds to high-yield accounts and the rise of fintech companies offering digital banking solutions, traditional banks are under pressure to adapt their strategies to meet evolving customer expectations. As a result, banks are turning to advanced technologies like artificial intelligence (AI) to streamline workflows and identify new deposit opportunities. In this blog post, we’ll explore the role of AI in deposit growth, examining how it enables banks to navigate these challenges and capitalize on emerging opportunities. We’ll also discuss the importance of human intervention in maintaining customer trust and enhancing the overall banking experience, highlighting the need for a balanced approach that leverages both technology and human expertise.

Guided CX

Digital banking customers want DIY... until they need DIT

Digital banking customers are increasingly gravitating toward the convenience and independence offered by DIY (Do It Yourself) banking solutions. And for good reason: DIY banking empowers customers to manage their finances independently. However, there comes a pivotal moment when customers require personalized assistance and guidance, known as DIT (Do It Together), especially in intricate or high-stakes financial scenarios.

Guided CX

How banks can adopt a holistic, data-driven approach to customer engagement to drive growth

In today's evolving financial landscape, banks face a critical imperative to revolutionize customer engagement. As technology reshapes the way consumers interact with their finances, adopting a holistic, data-driven approach becomes paramount for driving growth and staying ahead in the game. Let's explore how banks can leverage artificial intelligence (AI) and analytics to reimagine customer engagement and create meaningful connections that transcend traditional banking boundaries.

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Glance Joins Carahsoft’s Salesforce AppExchange Partner Ecosystem

Strategic Partnership Powers the Delivery of Exceptional Customer Experiences in Government Services WAKEFIELD, Ma. - March 19, 2024 - Glance, the industry leader in Guided CX™ solutions, is proud to announce its inclusion on Carahsoft Technology Corp.’s Salesforce AppExchange Public Sector Self-Guided Tour Site. Inclusion on the site allows agencies to explore and demo Glance solutions with tailored support for unique procurement, security and regulatory needs. This announcement underscores Glance's partnership with Carahsoft and its commitment to serving State, Local, and Education sectors through its Salesforce integration.

Guided CX

The evolution of digital lending: trends and innovations

The landscape of lending has undergone a remarkable evolution. From traditional brick-and-mortar institutions to online platforms, the way people access loans has drastically changed. Among lending institutions surveyed: Nearly three-quarters now use digital channels to serve both new and existing clients Over 70% are implementing digital loan origination for personal loans. 73% can electronically prepare loan documents. In this blog post, we'll delve into the trends and innovations shaping the digital lending sphere, and explore how lenders are adapting to meet the needs of modern borrowers.

Guided CX

Revolutionizing wealth management: the power of Guided CX

In the world of wealth management, providing personalized and seamless experiences for clients has become paramount. Today, clients expect more than just financial advice—they demand tailored solutions and real-time guidance that cater to their unique needs and preferences. Guided Customer Experiences (CX), a transformative approach reshaping the industry, blends traditional in-person service with innovative digital solutions. Let's explore the current state of wealth management and how this approach is revolutionizing the industry.

Guided CX

Enhancing digital banking experiences

With the advent of innovative technologies and evolving customer expectations, the landscape of digital banking is undergoing a transformative shift. In this blog post, we'll delve into key strategies that banks can employ to enhance their digital banking experiences and foster stronger customer engagement.

Guided CX

The evolution of contact center employees in the AI era

The contact center industry is at a pivotal crossroads, with technological advancements, particularly Artificial Intelligence (AI), poised to redefine the landscape. CCW's recent market study on the Future of Contact Center Employees sheds light on the evolving role of contact center agents in this AI-driven era. Here's a closer look at the key insights and what they mean for the future of contact center work.

Guided CX

Putting customers at the heart of digital journeys

In the spirit of Valentine's Day, let's talk about a different kind of relationship: the one between businesses and their customers. Just like any good romance, the connection between a brand and its clientele should be nurtured, cherished, and, most importantly, centered around understanding and appreciation. As we navigate the vast digital landscape, placing the customer at the heart of digital journeys isn't just nice—it's essential.

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Glance recognized among notable vendors in CX orchestration landscape report

Report highlights real-time impact of customer journey orchestration through data, AI and CX technologies Wakefield, MA, February 8, 2024: Glance, the industry leader in Guided Customer Experience (CX) solutions, was named among notable vendors in Forrester’s recent report, “The Customer Journey Orchestration Landscape, Q1 2024” (January 26, 2024). This timely report covers the latest trends in CX and customer journey technology for 2024, and is meant to help organizations “understand the value they can expect from a customer journey orchestration vendor, learn how vendors differ, and investigate options based on size and market focus.”

Guided CX

6 tips to get started with contact center AI

In a recent discussion on CX Today, Glance CEO Tom Martin shared his valuable insights on the integration of AI in contact centers and its potential to redefine customer service. The conversation, hosted by CX Today’s Charlie Mitchell, touched on various aspects of AI application, offering a roadmap for contact center leaders looking to harness AI's power. Keep reading for six key tips from the discussion, or scroll to watch the full video at the bottom of this post.

Guided CX

How AI is helping the customer-representative relationship

Despite current economic challenges, businesses can't afford to skimp on digital customer experience (CX). A staggering 72% of leaders plan to increase their spending in this category. This investment is crucial, especially when considering that two-thirds of millennials now expect real-time customer service. In such a climate, AI becomes not just an option, but a necessity for businesses aiming to optimize every dollar spent and hour invested. Here's a closer look at how AI is transforming the customer-representative dynamic and why leading enterprises are harnessing its power.

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Glance announces Kristine Hansen as Vice President of Sales & Strategic Partnerships for North America

Hansen's promotion reflects Glance’s dynamic growth and commitment to excellence in customer experience Wakefield, MA, January 30, 2024: Glance, the industry leader in Guided CX™ solutions, has promoted Kristine Hansen to Vice President of North American Sales & Strategic Partnerships. This strategic move underscores Glance's remarkable growth in 2023 and its commitment to enhancing customer journeys for Fortune 500 companies.

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Customers interact with you via their smartphones. Leverage that!

Even before the pandemic, 92 percent of consumers chose their smartphone as their primary device for customer service.   Perhaps this is no surprise. After all, it has been 16 years since the advent of the iPhone.   Yet, in all that time, many of the same pain points still irritate customers as they interact brands on their mobile devices.

Guided CX

The disconnection dilemma: Poor tech choices harm customers and brands

Companies are leaning into technology to make things smoother and better for customers. But it's not always working out as planned. Tech gone wrong isn’t just an annoyance to customers, it's also putting a dent in what brands stand for. Where are the missteps? How can companies undergoing digital transformation smooth out their tech strategies to improve the customer experience and their brand image? Let’s dive in.

Guided CX

The dawn of proactive customer experience: AI's role in 2024

Predictive AI technology is a trend that will reshape the customer experience (CX) in 2024. This advancement can change the way businesses interact with and serve their customers, transitioning from a reactive to a proactive stance in addressing customer needs. Instead of merely reacting to customer issues as they arise, AI algorithms will proactively identify potential problems and resolve them in real-time — enhancing interactions before there’s a real problem.

Guided CX

Instead of digital deflection, offer digital ridealongs

While digital deflection strategies can serve as efficient gatekeepers, they often fall short of delivering the exceptional support and personal touch that customers crave. In this blog post, we'll introduce an alternative approach that has the power to transform the way businesses engage with customers, enhancing support and fostering stronger connections: digital ridealongs.

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Getting started with contact center AI

CX Today’s Charlie Mitchell hosts Tom Martin, CEO of Glance. In this session, we consider the evolution of CRM systems, discussing: Whether CRM with swallow up contact center platforms Is the CRM a viable option for mid-market and enterprise businesses? How Glance is helping to bring CRM systems up to grade for contact center use cases Other exciting trends in the world of CRM

News

How to enhance customer experiences with Guided CX

The best service is no service: a customer experience mantra that has stood the test of time. Why? Because customers don’t want to phone, video, or message a business. They want to avoid issues in the first instance. As such, many contact centers have invested in assessing their demand drivers, spotting the root cause, and fixing those troublesome problems upstream.

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Maximize the potential of AI with a customer-first CX approach

Artificial Intelligence is all about bots, self-service, and automation, right? A one-size-fits-all way to continue to process consumer communication whilst simultaneously reducing the human contact center headcount, right? Well, that’s an over-simplistic view that may now be more than a little outdated.

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Eager to do more with a smaller CX budget? Try these clever strategies!

We’re living in an experience-driven economy. More than anything else, the support and guidance a business provides its customers determines whether that brand will be successful.   Numerous studies from many market researchers highlight this. For instance, a recent ContactBabel report found that 48 percent of businesses note CX as their most significant differentiator. 

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Will CRM systems replace contact center platforms?

CX Today’s Charlie Mitchell hosts Tom Martin, CEO of Glance. In this session, we consider the evolution of CRM systems, discussing: Whether CRM with swallow up contact center platforms Is the CRM a viable option for mid-market and enterprise businesses? How Glance is helping to bring CRM systems up to grade for contact center use cases Other exciting trends in the world of CRM

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Every journey needs a map. Especially when it comes to the customer journey

Mapping is powerful. It helps businesses understand their customers’ needs and pain points with the aim to improve their experience. Mapping spurs new customer initiatives which can spin into gold. It’s used to identify areas where the customer experience can be improved by gaining a deeper understanding of your customer by visualizing the customer experience. Here are suggested steps to create a customer journey map: Create Your Customer Persona Persona is a fictional representation of the ideal customer that helps you to understand their needs and pain points.

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Creating consistent CX is key to customer retention

CX Today’s David Dungay hosts David Butler, SVP of Product & Strategy, Glance Networks. In this session we discuss the following: Where do you see organisations struggle when it comes to achieving a consistent experience across platforms? With all the recent developments around Generative AI how do you see the role of the chatbot evolving when it comes to delivering CX? Are businesses doubling down on CX technology spend to try and bolster customer retention?

News

The role of human interaction in a digital-first world

Shep Hyken interviews Tom Martin, CEO at Glance, a software company focused on helping businesses connect with their customers. He discusses combining technology with human-to-human interactions to create a seamless and personalized customer experience.

Guided CX

The pursuit of truly connected customer journeys in 2024

2024 is poised to be a pivotal year in the world of customer experience (CX). Businesses are moving beyond the mere appearance of connected customer journeys to create intentionally coordinated experiences across various channels. This shift is aimed at providing more cohesive and satisfying customer experiences. Let’s take a look at this transformation: what it means, why it’s important, and changes you can implement now to set your organization up for CX success.

Guided CX

4 reasons people still want human interaction in the age of AI

In an age dominated by AI and technology, the significance of human interaction remains evident, as highlighted by these statistics: 64% of consumers want brands to connect with them (Sprout Social). 75% of customers desire more interactions with real people as technology advances (PWC). Two-thirds of consumers who believe a business cares about their emotional state will likely become repeat customers (Zendesk). At a psychological level, people want and need human connection, especially in this age of AI. But not just any connection. We know that when it comes to the customer experience (CX), there’s a lot that goes into a meaningful interaction. So, what specifically are people looking for from these encounters? Let’s take a look at four reasons people still want human interaction in their customer journey.

News

AI or humans in CX? 2024 trends report reveals the answer

New report from Glance provides guidance to enterprises striving for CX excellence Wakefield, MA, December 13, 2023: Glance, the leader in Guided CXTM software, is excited to announce the release of its 2024 Guided CX trends report. This annual publication includes first-party data and delves into the realm of human-guided customer experiences within digital channels, offering invaluable insights into the future of customer engagement.

Guided CX

There’s a human touch dilemma — here’s what leading brands are doing about it

The human touch dilemma: a wake-up call for businesses The rapid advancement of technology, particularly AI, has undeniably propelled companies forward by revolutionizing customer interactions and operational efficiency. However, amidst this digital transformation, a noticeable gap in authentic human connections has emerged. In an age where 75% of customers express their desire to interact with a real person more often, this human connection gap in digital experiences can’t be ignored any longer.

Guided CX

The customer as the bridge: Embracing omnichannel for seamless customer experience

In today's digital age, businesses have recognized the importance of delivering exceptional customer experience (CX) across various channels. They say variety is the spice of life, but sometimes, too much variety can lead to its own set of challenges. Enter the world of multi-channel strategies, where companies opened up a buffet of customer interaction options. It turns out that more isn’t always better, and the downfalls of a multi-channel approach have become clear.

Guided CX

Where does AI fit in the CX puzzle?

Brands are constantly seeking the magic formula that will propel them to the forefront of customer satisfaction and loyalty. Artificial Intelligence (AI) has emerged as a powerful tool in this quest. Deloitte research finds that nearly 80% of customer service leaders plan to invest in more AI capabilities over the next two years. AI-powered chatbots, virtual assistants, and predictive analytics have become the norm rather than the exception. But is AI really the answer? Yes and no. AI is just one piece of the CX puzzle, and it’s important as we adopt AI in our CX strategies that we treat it as a component, not a cure-all.

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Glance Guided CX™ now available on Genesys AppFoundry

Human collaboration solutions enable Genesys Cloud CX® customers to deliver more personal, tailored support Wakefield, MA, November 30, 2023: Glance, the leader in Guided CX software, today announced its CX platform is now available on the Genesys AppFoundry™, a marketplace of solutions offering a curated selection of applications and integrations that elevate customer and employee experiences.

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Creating authentic customer connections in a digital world: The power of integrating empathy and technology with Tom Martin

Tom Martin is the CEO at Glance, a CX and contact center strategist, product lifecycle expert, and partnership builder. Tom has led Glance through a successful “pivot,” transitioning from a small business screen share tool to a provider of omnichannel visual engagement solutions for some of the largest enterprises in the world.

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Reimagining customer experience: Structure follows strategy

Over 70% of senior executives, as reported by McKinsey, see CX as their top priority, driven by its tangible benefits. Successfully executed CX strategies have led to companies seeing a 20% boost in customer satisfaction, a 15% hike in sales conversions, a 30% drop in service costs, and a 30% surge in employee engagement. Wondering which strategies can truly transform your CX?

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Independent Study: Glance Guided CX™ yielded 394% ROI

Glance Guided CX enhanced customer service operations, reduced costs, and drove revenue Wakefield, MA, November 28, 2023: Glance, a leader in Guided Customer Experience (CX) solutions, today announced the results of its commissioned Total Economic Impact™ (TEI) study conducted by Forrester Consulting. Findings revealed that Glance Guided CX delivered significant bottom line impact for enterprises, including a 394% ROI.

Guided CX

What we’re thankful for: learning from CX visionaries and market insights

At Glance, we believe that continuous learning and collaboration are essential elements of growth and innovation. As we reflect on the past year, we can't help but express our gratitude for the valuable insights we've gained from discussions with CX industry leaders and the recognition we've received in market studies. In this blog post, we want to share some of the highlights from these experiences.

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Guided customer experience: Why merging AI with a human touch drives increased revenue

Glance leads the way in bridging self-service and human assistance with Guided CX Wakefield, MA, November 8, 2023: Glance, the leader in Guided CX software, is delighted to announce its second consecutive recognition in the Gartner Market Guide for Digital Customer Service and Support. According to the report, “Digital customer service offerings focus on seamless conversation orchestration across digital channels complementing, or in some cases replacing, traditional customer service platforms. Customer service and support technology leaders can use this Market Guide to evaluate vendors in this market.”

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Omnichannel customer experience: Table stakes in 2023

The results are in—an omnichannel customer experience delivers undeniable results. One recent survey cited that 80% of customers prefer an omnichannel offering. Another study indicates that customers purchase 250% more frequently on omnichannel versus single channel. Those survey results point toward big wins for customers and vendors. Are you struggling to prioritize your omnichannel deployments or to align your technology investments with your long-term strategies? Join our panel of experts from Verint, CSG, Glance and Calabrio to discuss how to tap into omnichannel best practices for a CX strategy that forges a stronger bond with your customers and prospects.

Guided CX

Balancing automation, digital, and human guidance in CX strategy

Over 70% of senior executives, as reported by McKinsey, see CX as their top priority, driven by its tangible benefits. Wondering which strategies can truly transform your CX? That’s what Adam Atwood, Glance CMO, and David Singer, Global Vice President, Go-To-Market Strategy, Verint, answered in their recent Destination CRM presentation: Reimagining Customer Experience: Structure Follows Strategy.

News

Glance recognized in the 2023 Gartner® Market Guide for Digital Customer Service and Support report

Glance leads the way in bridging self-service and human assistance with Guided CX Wakefield, MA, November 8, 2023: Glance, the leader in Guided CX software, is delighted to announce its second consecutive recognition in the Gartner Market Guide for Digital Customer Service and Support. According to the report, “Digital customer service offerings focus on seamless conversation orchestration across digital channels complementing, or in some cases replacing, traditional customer service platforms. Customer service and support technology leaders can use this Market Guide to evaluate vendors in this market.”

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2023 September Market Study: Contact Center of 2030

What will the contact center look like in 2030? Will it be an omnichannel, AI-driven powerhouse in which customers can conveniently solve most problems on their own – and quickly access empathetic, consultative agents in the rare situations where they need extra help? Will it be an empowering environment in which agents enjoy their experiences, love their compensation packages, and perform as highly confident and capable brand ambassadors?

News

CXChronicles Podcast 212 with Tom Martin, CEO at Glance

In this episode, Tom and Adrian chat through how he has tackled The Four CX Pillars: Team, Tools, Process & Feedback and shares tips & best practices that have worked across his own customer focused business leader journey.

Guided CX

Transforming CX: the 4 pillars every business needs

When it comes to delivering exceptional customer experiences (CX), there are four fundamental pillars that businesses should focus on: Team, Tools, Process, and Feedback. Tom Martin, CEO of Glance, recently shed light on these crucial pillars and offered valuable insights on how organizations can leverage them for success on the CXChronicles podcast, hosted by Adrian Brady Cesana. Keep reading for highlights from the discussion, or listen to the full episode now.

2024 CX strategy planning

Saving the omnichannel experience with HX

In a world dominated by technology and automation, businesses have been racing to embrace the latest AI and digital solutions, making a connected, omnichannel customer experience. The goal is to enhance the customer journey, making it more efficient, convenient, and tailored to individual needs. But as Glance CEO Tom Martin pointed out during a recent discussion with a panel of CX experts, the human touch remains a vital aspect of customer interaction. According to PwC, 74% of customers still prefer interacting with real human beings despite the growing influence of technology. This highlights the significance of Human Experience (HX) in transforming the omnichannel customer experience.

2024 CX strategy planning

How AI is reshaping proactive customer engagement

Consumers have moved nearly every aspect of their lives to digital channels, causing CX leaders to reevaluate the end-to-end journey. Now, the emergence of artificial intelligence (AI) — especially generative AI — has further complicated this journey. But at the same time, it also promises opportunities for standout experiences to those who get strategic and organized. In this third installment of our Considerations for 2024 CX Strategy Planning series, we’ll examine a key trend shaping the CX landscape: the convergence of AI and proactive customer engagement. Here’s a look at how we got here, where we’re headed in 2024, challenges and considerations as we forge ahead — and why we should, in fact, forge ahead.

2024 CX strategy planning

Hyper-personalizing the customer experience in 2024

In the dynamic world of customer experience (CX), staying ahead of the curve is imperative. As we step into 2024, one strategy that continues to gain momentum and redefine the way businesses interact with their customers is hyper-personalization. Gone are the days of one-size-fits-all approaches; today's consumers demand tailored experiences that resonate with their individual needs and preferences. In this second installment of our Considerations for 2024 CX Strategy Planning series, we'll explore the growing significance of hyper-personalization and why it should be at the core of your CX strategy in 2024.

2024 CX strategy planning

Why omnichannel is key to 2024 CX success

We’re inching closer to 2024, and it’s time to dive into CX strategy plans for the year ahead. This month, we’re introducing a new series brimming with essential insights to supercharge your 2024 CX strategy. Our aim is to equip you with the indispensable trends and knowledge required for informed planning and the triumphant attainment of your business goals. In this first installment, it’s all about omnichannel. In 2024, it's abundantly clear that one of the key pillars of a successful CX strategy is the seamless integration of omnichannel experiences. Let’s explore why focusing on omnichannel is no longer just a choice but an imperative for businesses aiming to thrive in an era defined by digital transformation and customer-centricity.

Guided CX

Global Banking Consumer Study finds banks need human connection

Accenture's recent Global Banking Consumer Study has shed light on some critical findings that highlight the need for banks to rekindle the human touch. With data gathered from a comprehensive online survey of 49,000 consumers worldwide, this study offers invaluable insights into the shifting dynamics of the banking industry. Here are some key takeaways from the report.

Guided CX

Beyond words: elevating live chat with Guided CX

Live chat and Guided CX are a dynamic duo that's transforming customer interactions across various industries. Live chat serves as the frontline of communication, offering customers instant access to assistance. It's fast, convenient, and favored by consumers. However, sometimes words alone aren't enough. That's where Guided CX steps in, enriching live chat with visual and interactive elements. In this post, we’ll explore how this synergy is reshaping how companies connect with their customers and enhancing the overall customer journey.

Guided CX

Creating authentic human connections in a digital world

Glance CEO Tom Martin recently had a conversation with Yanique Grant on episode 201 of the podcast “Navigating the Customer Experience.” Tom and Yanique dove deep into the world of technology, customer experience, and empathy and shared valuable insights on how technology can help foster empathy, enhance customer experiences, and streamline business processes. Listen to the episode below, or keep reading for highlights from the discussion. Creating Authentic Customer Connections in a Digital World: The Power of Integrating Empathy and Technology with Tom Martin

Guided CX

Contact center experts share their top tips

Over the last few months, we’ve had the privilege to tap into the minds of proven contact center experts for Q&A sessions where they shared tips they’ve learned over the combined 50+ years of experience in the field. Below is a high-level overview of the key takeaways from our enlightening discussions.

Guided CX

Online insurance assistance: 3 critical moments requiring human guidance

The days of manual paperwork and face-to-face interactions are fading into the background as everything migrates to the virtual realm of browsers and apps. But with these digital avenues comes a whole new set of challenges for your customers. And even as more of our world shifts online, customers still need human connection. By weaving authentic human connections into the very fabric of your digital space, you have the power to guide your customers through complex processes. Here are three critical moments giving human guidance to insurance customers online can be a key differentiator.

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Glance Recognized in the Gartner® Hype Cycle™ for Customer Service and Support Technologies, 2023 Report

Glance recognized as a Sample Vendor for Digital Customer Service and Video Contact Center in the Gartner Hype Cycle for Customer Service and Support Technologies, 2023 Wakefield, Mass., Sep. 6, 2023: Glance, a pioneer in human-guided digital customer service, is proud to announce its recognition as a Sample Vendor in the Gartner Hype Cycle for Customer Service and Support Technologies, 2023 Report. The company’s significant contributions in the digital customer service and video categories have led to its continued upward trajectory in the industry at a time when customer experience (CX) technology is rapidly evolving and customer expectations only continue to rise.

Guided CX

Personalizing the digital banking experience with Guided CX

In today's digital world, customers crave banking experiences that feel tailor-made, just for them and their financial journey. But here's the thing: personalizing banking isn't quite like personalizing your online shopping cart. They’re not just buying a pair of shoes, they’re often making a life-changing decision — think mortgages or small business loans. These aren’t “just transactions.” They’re opportunities to establish and build solid customer relationships. And that level of trust and support can’t come from a chatbot. Are you ready for the secret ingredient to personalized digital banking experiences? Here’s a hint: You already have it. Humans. The skilled advisors on your team. They’re the key to creating highly personalized interactions within the digital banking space. Think about it. When faced with a major decision or confusing processes, even the best website isn’t going to give you peace of mind. You need the face of a trusted advisor. And it’s in these moments that Guided CX can step in to help create deeper connections with customers.

Guided CX

Insurers risk losing to tech titans without these 3 factors

Digitally native disruptors have entered the insurance space. Companies like Tesla, Amazon, and Google’s sister company Verily — as well as digital startups who have the ability to move at lightning speed — are adding extra competition to the industry. This means customer loyalty is more important than ever: just a 5% increase in customer retention results in nearly a 30% increase in revenue. So, how can established insurers improve customer loyalty? David Butler, SVP of Product and Strategy, says they must bear in mind three principles: empathy, investment, and risk. These are crucial for enhancing customer experience (CX) and cultivating loyalty. Let’s look at each of these factors.

Customer Loyalty

8 key drivers of customer loyalty at banks

In an increasingly competitive financial landscape, building customer loyalty has become a top priority. Customer loyalty goes beyond mere satisfaction; it's the glue that binds customers to a particular bank, fostering long-term relationships and sustained profitability. But what exactly drives customer loyalty at financial institutions? Let's delve into key factors that make a difference.

Guided CX

Nurturing excellence: Running a top-performing call center with high agent morale

In the realm of customer service, call centers stand as the hubs of customer interaction. Delivering exceptional service requires results-oriented strategies and an emphasis on high agent morale. And it matters — a lot. Beyond mere problem-solving, call centers offer a platform for building meaningful relationships and fostering trust. They hold the power to not only address concerns but also create positive experiences that leave lasting impressions — impressions that help shape brand perception and loyalty. Now that we’ve established the critical role call centers play in the organization, let’s dive into what’s required to achieve a top-performing call center that thrives on the interplay of agent satisfaction and customer delight.

Guided CX

The equation for a compelling online interaction

When was the last time you had a compelling engagement with a chatbot? Probably never. Chatbots and self service are important, but when situations escalate above what a self-help article or AI can handle, it’s essential to have the right tools to provide a great experience for both the customer and the agent. Here’s the equation for a compelling online interaction: Great Customer Experience (CX) + Great Agent Experience (AX) = Great Human Experience Let’s break that down.

Digital Transformation

The human factor: Redefining customer experience in a digital world

In today's digital-first world, businesses are increasingly focused on providing exceptional Customer Experience (CX) to gain a competitive edge. With countless tools and channels at their disposal, companies strive to create seamless interactions that cater to their tech-savvy customers. While the digital-first approach has brought numerous benefits, it's crucial not to overlook the significance of human interaction in delivering an outstanding customer experience (CX). Renowned customer service and CX expert Shep Hyken recently interviewed Glance CEO Tom Martin on Amazing Business Radio to explore the role human interaction plays in today’s landscape. Listen to the full podcast episode here, or keep reading for a synopsis of the insightful conversation.

News

Glance Announces Strategic Partnership with Experience Design Expert Amy Heymans

Former Chief Experience Officer of Mad*Pow and Chief Design Officer of UnitedHealthcare brings decades of Fortune 500 CX experience to Glance customers and partners Wakefield, MA, August 9, 2023: Glance, a leading provider of human-guided customer experience (CX) solutions, is thrilled to announce a strategic partnership with human-centered design expert Amy Heymans. In an era of rapid evolution for CX, evaluating customer journeys and developing strong experiential designs has become essential. Understanding the technological landscape and striking the right balance between technology and human interaction are critical for the success of leading Fortune 500 organizations. This new partnership ushers in a groundbreaking era of customer experience, seamlessly integrating AI technology with the right human touch.

Guided CX

Has your CX lost its human touch?

It makes sense that businesses are moving towards digital customer experiences. We’re living in a digital world. But in the process, they've left out a crucial element that customers really crave: the human touch. Although using a chatbot can speed up responses and get rid of the dreaded hold music, if companies don’t approach this strategy carefully, it might actually create a harmful emotional distance between businesses and their customers. Studies show that when there's no human connection in customer experiences, people end up feeling dissatisfied and disconnected.

Guided CX

Bridging the divide: Ensuring consistent customer experience in a multi-channel world

We all know how hard it can be to keep customer experience consistent across all our digital, mobile, social channels, and physical channels. With so many platforms out there now, it can feel like managing a contact center and all the physical channels and data pulls us in opposite directions. And you can bet that if we’re feeling that struggle, our customers are too. How do we bridge this divide?

Guided CX

Turn smartphones into sales and service accelerators with Mobile Camera Share

Smartphones are everywhere and over 86% of the world’s population has one. Which means there’s a pretty good chance your customers and employees — including your field service technicians or onsite reps — have one, too. Why not leverage this tool to make our sales and service interactions smoother, faster, and simpler?

Guided CX

Staying ahead of the curve: adapting to insurance consumer preferences for improved retention

In today's competitive insurance industry, customer retention is more important than ever. And the key to driving retention is to continuously meet consumer expectations and preferences — which in today’s rapidly-changing world, can feel like a moving target. What do today’s insurance consumers want and expect? How has digital innovation shifted those expectations? And how can insurance providers keep up with rising digital expectations while maintaining essential human connection? Buckle up and keep reading; we’ll answer all these questions and more so you can focus on the right opportunities that can have the greatest impact on your retention goals.

Guided CX

Innovating Guided CX: A path to exceptional experiences

CEO Tom Martin recently joined CX Today’s Charlie Mitchell for an engaging conversation where they explored the evolving landscape of customer experience (CX). They explored the increasing significance of guided CX, the solutions that are resonating with Glance's customers, and Tom gave a sneak peek into Glance's product roadmap. Keep reading for a synopsis of the conversation, or watch the replay now.

Guided CX

Embracing Guided CX and human connection at Glance

By Tom Martin, Glance CEO

Video

How to boost customer retention with “face-to-face” digital CX

The COVID-19 pandemic reshaped the way businesses interact with their customers. In-person meetings and traditional face-to-face interactions took a backseat, compelling companies to quickly adapt and reimagine their customer experience (CX) strategies. As a result, businesses embraced digital solutions that simulate the personal touch and intimacy of in-person interactions. These “face-to-face” digital CX initiatives not only bridged the gap caused by physical restrictions but also proved to be effective in enhancing customer retention.

Financial Services

The importance of customer-centric design in digital banking

Digital banking has entered a realm of no return, propelling forward with unstoppable force. For years, the winds of change have been accelerating toward complete digitalization, as customers demand and expect faster, more diverse service options. Those who are embracing change are rising to the top: According to Forrester, 35% of global banking executives report successful progress with their digital initiatives and related buying decisions.

Case Study

Unlocking customer experience success: Top case studies in Guided CX

In today’s competitive business landscape, providing an exceptional customer experience is no longer a luxury but a necessity. As customers increasingly expect personalized and efficient interactions, companies are turning to guided customer experience (CX) solutions to deliver seamless and satisfying experiences. Guided CX goes beyond traditional methods by leveraging innovative technologies that allow agents to visually guide customers through their journey, addressing their needs in real-time. Leading enterprises are leveraging guided CX to achieve success — but how? What does that experience look like? And what are these leading brands accomplishing through guided CX technology?

Salesforce

Glance for Salesforce: The power duo

Peanut butter and jelly. Batman and Robin. Tacos and Tuesdays. Some things just go better together — like Salesforce and Glance.

Why brands should embrace AI

Over the past year and a half, consumers have moved nearly every aspect of their lives to digital channels.

Effortless digital transformation: Leading with process & technology

KT Ellis, Senior IT Product Manager at Dutchie, has been working to support CX organizations for more than 20 years, mostly in the SaaS space. In their current role at Dutchie, they act as a strategic partner, leading system/capability roadmap planning and using data to tell stories and make decisions. They partner with business leaders and the engineering team to drive improvements, automations, and enhancements and actively look for ways to scale. In every interaction, they strive to actively listen, surface disconnects, re-frame problems, and push boundaries.

Creating a customer-centric culture: Tips and tricks for success

Customer churn is expensive. Really, really expensive. U.S. brands lose $35.3 billion every year due to unplanned churn. Here’s where that number really hurts: that unplanned churn is caused by avoidable CX issues.

Maximizing the potential of AI with a customer-first CX approach

The CX industry is buzzing about artificial intelligence (AI). ChatGPT brought AI to the forefront of people’s minds overnight, and the technology went from experimentation to providing real business value in a flash. AI-powered technologies are poised to disrupt industries — profoundly and quickly — but many are proceeding with caution amidst security and ethical concerns.

How to optimize the right digital touchpoints for better CX

Providing great customer experiences is about delivering “convenient, empowering, and emotional experiences,” according to a recent Forrester report. The best way to do that? Choose the right digital touchpoints, and optimize them to best fit your customer’s needs.

Guided CX in retail: Use cases that offer meaningful differentiation

The retail industry is fiercely competitive. Customer experience (CX) is a top priority for retailers looking to differentiate themselves and drive brand loyalty. And when it comes to the digital customer journey, Guided CX is empowering retail brands to create meaningful connections and experiences.

Be a customer loyalty generator: Meet customers inside your mobile apps

Of the 5 hours per day we spend on our mobile devices, over 4 hours is spent on mobile apps.

News

Glance launches the Glance Accelerate Partner Program

The leading authority in enterprise Guided CX adds momentum to partners’ CX initiatives Wakefield, MA, April 25, 2023: Glance, the leading provider of Guided CX solutions, including cobrowse, screen share, video, mobile app share, and mobile camera share capabilities, has taken its partner program to the next level with the launch of the Glance Accelerate Partner Program.

3 reasons to humanize the digital retail customer experience today

Today’s retail customers want it all. They want the convenience of ecommerce with the personal attention of shopping in-store with an associate. They want to spend with brands that provide standout experiences. And of course, they want free and fast shipping.

Cobrowse

Using Guided CX to improve customer retention

Focusing on retention supports long-term growth. Existing customers who see value in your product/service are more likely to come back for more, spend more, and refer others to your business.

How to lead contact centers with empathy for transformational CX

Last week, we were joined by Ben Devey, Director of Customer Experience at Ollie, who has worked at every level of the call center with experience at both large enterprises and growing startups. He shared some excellent advice and insights gained from his professional experiences that can help companies of all sizes lead with empathy and improve the customer experience. Here are some key takeaways from our conversation.

Revolutionize your customer retention strategy with in-app support

User engagement and retention are the biggest challenges app marketers face today. Nearly half of all apps are uninstalled within the first month after being downloaded, with “not in use” being the top reason.

How Guided CX can transform the student enrollment process

The student journey is becoming increasingly digital, even for students who don’t engage in remote learning. And when it comes to recruitment and enrollment, the digitization of these processes is here to stay.

Celebrating the women of Glance

March is Women’s History Month, and we’ve been collecting some words of reflection and inspiration from the women of Glance. Their stories highlight the collective people-first mentality at Glance, and showcase the amazing women behind the brand and technology.

News

Glance continues to fuel innovation with new hire of Jim Luciani

Proven SaaS leader brings organizational and technical expertise to accelerate growth Wakefield, MA, March 29, 2023: Glance, the leader in Guided CX solutions, announces today that Jim Luciani has joined its leadership team as SVP of Engineering to strategically support the company’s growing engineering group and further innovation in its Guided CX products.

Why in-app support is the evolution mobile CX needs

Mobile is increasingly becoming the digital engagement mode of choice for customers. In response, today’s CX leaders across industries are focusing on how to improve their mobile experiences and bring them at least to parity with — if not better than — their web-based experiences.

Why customer journey mapping matters more than ever

We had the honor to talk to CX expert Sumita Mullick to discuss the importance of customer journey mapping to businesses today. Customer journey mapping is gaining popularity as a valuable visualization and storytelling tool, and it’s a practice that Sumita recommends to all businesses seeking to improve the customer experience.

News

Glance takes mobile CX to the next level with latest Mobile App Share release

Available now for download, this release brings new levels of parity between in-app and web-based CX Wakefield, MA, March 22, 2023 – Glance, the leader in Guided CX software, today announces the latest version of Glance Mobile App Share is now available for download. Facilitated by the Glance Mobile SDK, this first-of-its-kind release allows enterprises to deliver the same personal, human-to-human guidance Glance Cobrowse enables on the web right within their mobile app.

Customer Service

The importance of empathy when delivering exceptional customer service

Technology has completely transformed the call center … but is it for the better? In some ways, yes. But as we’ve embraced more and more technology, we’ve lost sight of arguably the most important aspect of customer service: empathy.

Case Study

Real-world insights on how to use guided customer support to improve CX

Customer expectations are at an all-time high. Customers expect brands to use a high level of technology … but they also demand human connection. In response, more companies are starting to use what’s known as guided customer support, or Guided CX, combining the powers of both technology and humanity to deliver a standout customer experience.

Become a customer loyalty generator series: Make every interaction count

Loyal customers are happy customers. They have an emotional connection to your brand and are eager to share their positive experiences with others. They also contribute more to your bottom line: they spend more and it costs five times as much to attract a new customer than to keep an existing one.

News

Glance shares trends and predictions for CX in 2023

Report combines industry insights with actionable recommendations As enterprises face increasing competition and shrinking resources, the need for exceptional customer experiences has become critical for success. To help businesses navigate this rapidly changing landscape, Glance has released a new report, “2023 CX Trends and Predictions: Seeking Stability.”

Cobrowse

Higher education needs a CX mindset shift

College enrollment has been declining since 2010. Today’s teens are questioning the value of a college education. They hear about poor college experiences from friends and peers, and meanwhile social media shows them promise of success from self-made millionaires who opted not to pursue higher education.

How to use data to enhance your customers’ journey

Businesses have access to more data than ever before — and the sea of data is only getting deeper. To be honest, it can be overwhelming. There’s a stampede of data coming at you and you need to lasso the right points that will actually make an impact … but you’re not always sure where to aim.

Guided CX

Revitalizing visual engagement for maximum impact

Visual engagement solutions are being implemented by companies across every industry to break through classic communication barriers and provide the empowering service today’s consumers want.

Net promoter score: A quantitative analysis of its reliability and validity

Why NPS isn’t everything, and what really matters Net Promoter Score (NPS) is an essential customer experience metric based on one simple question: On a scale of 0-10, how likely are you to recommend our company?

6 proven strategies to improve your customers’ experience today

Companies are increasingly seeing the vital importance of improving the customer experience. According to a 2022 Broadridge report, 65% of consumers believe brands they do business with need to improve their customer experience, up from 35% in 2019. And of the thousands of consumers surveyed, 77% said they would spend more money with a company that provides a good customer experience.

Add the human touch to web-based chat with Glance

Both customers and agents love interacting via chat. It’s fast, convenient, private, familiar, and can boost agent productivity. Oh, and it can make money. Nearly 80% of businesses say that offering live chat has had a positive effect on sales, revenue, and customer loyalty.

Cobrowse

How to bring human CX to digital spaces

Customers are craving human connection. According to a recent global survey from PWC, 75% of customers want to connect with a person more as technology improves. And while there’s definitely an important place for FAQs, self-help articles, and chatbots — throwing technology at every problem fails to give customers that human connection they want.

AI is changing the customer experience — here’s how

AI isn’t coming. It’s here.

News

Glance advances enterprise partnership program with key hire of Kristine Hansen

Veteran sales leader brings wealth of experience in enterprise CCaaS CX solutions

CSAT or NPS – how should you measure customer experience?

Customer satisfaction impacts your business in many ways, making it easy to understand why companies invest in measuring the customer experience. Numbers can tell powerful stories, and organizations are spending up to $1.4 million to collect CX metrics — but are they capturing the right data?

News

Glance Earns Three Customer-Driven Awards in Winter 2023 G2 Reports

Positive customer reviews lead to wins for Glance’s Guided CX solutions WAKEFIELD, Mass. — Glance, the leader in Guided CX software solutions, announced today that it has earned three G2 badges in the G2 Market Reports for winter 2023.

Why CX is at the heart of digital transformation for banking

We’re in the midst of a digital transformation for banking. This transformation was greatly accelerated by the pandemic, as brick-and-mortar stores were forced to shut their doors during quarantine.

Customer Service

2023 CX trends to watch in financial services

Banking and financial services are undergoing a drastic transformation. The customer experience in 2023 looks a lot different from just five years ago, and finance CX leadership must keep up with evolving customer expectations and market trends to stay competitive. Here’s a look at four key trends and predictions in finance CX to know now. Be sure to download our 2023 CX trends infographic for a summary you can reference and share with your team.

Customer Service

Four skills to develop in your customer service team in hard times

If you’re in customer service management, being able to lead your team through tough times isn’t exactly on the job application. But as we head into a potential economic downturn on the heels of a pandemic, we’re thinking it probably should be.

Customer Service

Genuine empathy will be mission-critical to CX in 2023

This is an excerpt from our recent ebook, CX Trends & Predictions for 2023: Seeking Stability. Grab the full report here.

Customer Service

Four customer service management trends for 2023 you’ll need to prepare for

Want to deliver outstanding customer service in 2023? You may have to refresh your approach.

Customer Service

The top 5 applications of AI in CX for 2023

This is an excerpt from our recent ebook, CX Trends & Predictions for 2023: Seeking Stability. Grab the full report here.

Customer Service

10 hard-hitting customer service stats (and what to do about them)

It certainly isn’t a boring time to be in customer service. Customer demands are changing. Competition for consumer dollars is peaking. And companies are depending on the customer service team to be the frontline for a differentiating CX. Building the kind of stellar customer service experience that sets your company apart isn’t easy. But it can help to zoom out and see what kind of lessons there are to learn from the wider landscape. To that end, we’ve compiled 10 significant stats that illustrate where customer service is at, where it’s going and what you can do to improve your own. Let’s dive in:

Customer Service

Pandemic-born CX trends with staying power for 2023

This is an excerpt from our recent ebook, CX Trends & Predictions for 2023: Seeking Stability. Grab the full report here.

News

Glance Hires Brian Hays & Chris Duncan to Advance Enterprise Growth of Guided CX™

Key leaders bring decades of experience helping Fortune 1000 companies deploy CCaaS and CX infrastructure solutions WAKEFIELD, Mass. — Glance, the leader in Guided CX solutions, announced today that Brian Hays has joined its leadership team as SVP of Sales, and Chris Duncan has joined as Vice President of Solutions Engineering, to support its growth as the industry-leading enterprise CX solution delivering in-the-moment human guidance in digital spaces.

Customer Service

5 reasons customer satisfaction matters (beyond the obvious)

Groundbreaking news: Making your customers happy is important. Yes, it’s probably the most obvious statement you’ll hear all year – but if you want to deliver a truly standout customer experience, it’s crucial to understand the ins and outs of why customer satisfaction is so important. Customer satisfaction impacts your business in a ton of ways – and some aren’t so obvious. By paying attention to these, you put your organization in a better position to rise up and out of the crowded market, and directly into the hearts of your customers. So, here are 5 ways customer satisfaction impacts your business:

Customer Service

A 5-step action plan to lift your customer satisfaction

“I can’t get no satisfaction:” these are words you’d like to hear at a Rolling Stones concert – but they’re pretty much the last thing you want to hear from a customer.

Insurance

Insurance companies need to digitally transform – and it’s about more than eliminating paperwork

It’s fair to say that insurance doesn’t have the most tech-forward reputation.

Customer Service

Cutting-edge tech can transform your customer satisfaction levels – for good and bad.

Determining why customer satisfaction matters isn’t exactly rocket science. Satisfied customers are more loyal, more likely to advocate for your brand and – as a result of this – have higher customer lifetime value. (We’ve covered some more of the subtle ways satisfying customers is good for business in our last blog.)

Insurance

The missing pillar of insurance CX (and why you can’t afford to ignore it)

Imagine, for a minute: something distressing has just happened to you. Your sun-soaked holiday has been canceled at the last minute. Or you’ve backed your car up into a streetlight. Or say it’s something much worse: you’ve been injured in an accident, you’ve had a health scare and need to fund an expensive medical procedure, or your loved one has just passed away. In the face of some of the most challenging situations life throws at us (whether merely aggravating or downright devastating), insurers are there to help financially cushion the blow.

Insurance

Defining the new insurance agent experience

Few industries are as old as insurance. Or as traditional. But a wave of pandemic-led innovations (and, consequently, customer expectations) has forced the industry to adapt. That puts insurance companies in a unique position.

Customer Service

Key traits of a great customer success manager

Businesses are increasingly focusing their efforts on customer success, knowing that doing so can improve the customer experience, lower churn rate, increase customer and employee loyalty, and boost revenue. Customer success managers are the key driving force behind those rewarding efforts, making it essential to hire the right people. Knowing the importance, you might ask: what makes a great customer success manager?

SaaS

Do SaaS companies still need customer success?

You have a stellar SaaS product. It’s easy to use, your self-service is impressively in-depth, plus your baked-in onboarding is first-rate. This well-oiled machine can practically run on its own, which may make you wonder … do you really need a SaaS customer success team?

Five things your digital customer service might be missing

There’s much more to digital customer service than average response time. But sometimes when we’re in the weeds of operating a business, we lose sight of the big picture. We get stuck in the details and settle for “good enough.”

Crafting a positive customer service agent experience

A vital and often overlooked part of good CX is your agent’s experience (AX). If agents aren’t empowered, or worse, they’re micromanaged, it can result in a negative customer experience. While metrics are important, making sure your agents can act human is vital.

How to improve digital customer engagement for retail

The pandemic accelerated the transformation of digital customer engagement for retail. When brick and mortar stores had to close their doors, e-Commerce exploded virtually overnight. And according to a survey of 3,400 B2C companies, those that embraced digital customer engagement saw an average revenue growth of 70%.

In-store vs online: creating a single retail customer experience

Is your e-commerce site disconnected from your brick and mortar locations? If so, you’re not alone: Nearly 50% of brands say unifying online and in-store operations and data will be their biggest challenge over the next year.

Insurance

What insurance companies can learn from banks about designing killer mobile app experiences

As the idiom goes, everybody and their mother has a smartphone nowadays.

Want to drive adoption and usage of your app? Humanize it.

The modern mobile app experience is a capital ‘D’ digital experience. As app users, we want experiences that are slick, frictionless – and (for the most part) self-service.

How the best mobile apps boost (and maintain) mobile feature adoption

As more and more of us use our smartphones to do, well, just about everything, mobile app experiences are increasingly becoming the primary arena for business-to-customer interactions.

Why you might be wasting your CX metrics (and what to do instead)

This article was informed by an infographic created in partnership with Metrigy featuring results from a 2022 CX study. You can download your copy of the infographic here.

3 lessons B2B customer onboarding should take from B2C onboarding

Do you own a smartphone? If you do, you’ll have encountered some version of the modern B2C customer onboarding experience. (If you don’t: wow. We’re honestly a little jealous.)

Low CSAT? Better agent technology will help

This article was informed by an infographic created in partnership with Metrigy with results from a 2022 CX study. You can download your copy of the infographic here.

The customer onboarding metrics you should be tracking at every stage

Lately, we’ve been talking a lot about some of the best strategies for approaching customer onboarding in the modern era.

Case studies in customer onboarding: how customer onboarding should be done

When you think about B2C companies that provide truly outstanding customer onboarding experiences, there are a few that come to mind. But none have changed the game quite like Apple.

Customer Service

How to improve customer service in healthcare

Customer service plays an important role in every industry — especially healthcare. You might have the most knowledgeable and skilled providers, but if they aren’t giving patients a positive experience, they won’t be recognized for giving quality care.

Customer Service

Digital customer service 101

Your virtual customer support team is the backbone of your organization. They likely spend more time interacting with your customers than anyone else. They understand their issues, solve their problems, and play a starring role in brand perception.

Future-proofing your digital customer service tech stack

There are countless tools and technologies in the marketplace that promise to streamline processes, save time, and help provide a better experience for your customers and employees. When selecting your customer service tech stack, there’s a lot to consider — not only how it will impact your customer service now, but also how it will continue to add value in the future.

SaaS

Why SaaS onboarding is different – and how you can improve it

It’s not exactly a bombshell revelation that customer onboarding is incredibly important. It’s a wellspring for improved support metrics, it builds relationships, and it makes for happier, more engaged users. What isn’t so obvious is why customer onboarding is arguably more important for SaaS companies than it is for other tech companies.

Onboarding

Customer onboarding is evolving. (And it matters more than ever)

Let’s say you’re selling a product that’s simple to use: sneakers, for example. You can rest assured that once a customer has those sneakers, they won’t need to be taught how to use them. (Although you may want to put a shoelace-tying tutorial on your website, just in case.)

3 tips for onboarding enterprise customers to your tech

Onboarding an enterprise can be daunting, to say the least. Training thousands (if not tens of thousands) of people to use your product is nobody’s idea of a cakewalk.

What should be in your healthcare CX tech stack?

Today’s customer expects a seamless, intuitive experience. A digital patient experience is no longer negotiable, and making your healthcare CX frictionless requires a highly integrated and carefully orchestrated ecosystem of technologies and processes.

SaaS

How to improve SaaS customer success today

Customer success is a growing field that SaaS CX professionals are adopting. It’s easy to see why. Focusing on SaaS customer success can improve the customer experience, increase product adoption, lower churn rate, increase loyalty from both customers and employees, and boost revenue.

SaaS

How to make SaaS customer support outstanding

In a SaaS company, providing great support is the key to your growth and success.

Why a digital patient experience is no longer negotiable

The pandemic accelerated digital growth in the healthcare industry. A strong digital patient experience used to be a “nice to have,” but now it’s essential. As healthcare consumer preferences change and innovations are embraced, healthcare organizations who don’t rise to the occasion will face challenges.

Customer Service

Healthcare customer experience trends for 2023

Technology, a global pandemic, the adopting of patient-centered care, and evolving consumer demands are transforming every aspect of healthcare. As the dust of 2020 settles (yes, that was two years ago), we can see trends starting to emerge in the industry. In 2022, there’s a renewed focus on the end-to-end healthcare customer journey, and healthcare organizations that invest in CX can better meet today’s needs and prepare for tomorrow’s challenges.

The strengths (and limitations) of Customer Experience mapping

In the far flung days of yore (you know: before the Internet) customer journeys were relatively simple. They went something like this:

News

David Butler joins CX leader Glance to support growth and drive product strategy

Butler brings customer contact center and CX analysis experience to Glance’s executive leadership team.

How being WCAG compliant improves customer experience for everyone

Being WCAG compliant has become a hurdle for brands undergoing their digital transformation.

Glance for Everyone: Three Accessibility Best Practices for Digital Customer Experience

At Glance, bringing people together in digital spaces is what we do. Guided CX (customer experience) solutions by Glance are used to transform any digital space a company manages into a place for the company’s agents to connect directly, person-to-person, with their customers.

Customer Service

What is average handle time – and does it matter anymore?

Google “Average Handle Time” and you’ll be pointed in the direction of innumerable articles that describe what this metric is – and advise you to reduce it.

Customer Service

First Contact Resolution Explained

It’s an immutable fact: no matter how incredible your product or service is – you’re going to have customers reaching out with issues.

Customer Service

Customer service vs customer experience – what’s the difference?

The terms “customer service” and “customer experience” are sometimes used interchangeably. While they’re connected, they’re not the same, and it’s important to understand the differences and how each can help propel your business forward.

Customer Service

The pitfalls of superficial CX intentions (and why agent experience matters)

Most businesses talk a big game on CX. Wander the halls between the back office and the boardroom and you’ll likely hear variations on the same prevailing wisdom:

Customer Service

“Empathy” has become a CX buzzword, but customers aren’t feeling it

Being able to see things from the customer’s perspective is foundational to creating great customer experiences (CX).

Cobrowse

The broken feedback loop that creates CX blindspots (and how to close it)

Here’s a tough question: what do your prospects and customers really think about your customer experience (CX)? What does it actually feel like to engage with your business?

Cobrowse

What is cobrowse? How is it different from screen share?

Glance Networks’ simple, reliable visual engagement platform – with integrated cobrowse, screen share, one-way agent video – seamlessly blends with existing voice and chat functionality. The solutions leverages intelligence from your CRM so agents can easily provide guidance for improved customer satisfaction, loyalty, revenue growth, and savings.

Cobrowse

Grow Customer Satisfaction by Practicing Respect

If you respect your customers, they are more likely to respond positively to you and you will increase customer satisfaction.

Cobrowse

10 Ways to Use Customer Service to Say Thanks to Your Customers

There are many reasons for businesses to be thankful to their customers during Thanksgiving, over the holiday season, and throughout the year. Being grateful to your customers should be a central point in your customer service training.

Customer Service

Customer Experience Lessons from Buddy the Elf

Wouldn’t it be great if all customers were like Buddy, the naive character played by Will Ferrell in the popular holiday movie “Elf“? All customer experiences would be completely perfect, as demonstrated in this scene where Buddy stumbles on “The World’s Best Coffee.” Even though the coffee being offered in the clip is clearly sub-par, the sign next to it says it’s the “World’s Best”, so Buddy thinks it must be. It’s a customer service agent’s dream.

Customer Service

10 Stunning Customer Experience Facts

Wondering if investing in creating a great customer experience is worth it? I can tell you from a personal point of view that I’m more likely to purchase from a company that offers me a fantastic customer experience. In fact, I’d go so far as to say I’d pay more for something if I knew it was going to be an above average experience, and I’d both bring repeat business and recommend the company to my friends.

Customer Service

Ten Quotes to Inspire You to Amp Up Customer Experience

As Tom Martin, Glance CEO, said in his epic blog post, we are migrating from customer service to customer care.

Cobrowse

Mind-blowing ROI Statistics to Make Your Business Case for Cobrowse, Screen Share and Agent Video

Cobrowse, screen share and agent video are central to streamlining customer interaction. Personalization in online interactions causes customer satisfaction to skyrocket. At the same time, it significantly cuts company costs.

Customer Service

Customer Care: Get Pissed Off!

Change is hard. This is no less true in customer care than it is in any other aspect of life.

Cobrowse

Top Four Reasons to Get Excited About Attending #Dreamforce

I am really looking forward to Dreamforce. Of course, it’s a great place to meet people on the cutting edge, who understand the value that integrating co-browsing, screen sharing, agent video and more can bring to their Salesforce implementations.

Retail’s Great Digital Divide

I’ve come away from the last 2 weeks of mega retail events (NRF14 and OR14) with a very clear impression—there is an ever-widening crevasse forming between retailers and their frenemies in manufacturing. In fact, retail’s great divide keeps growing.

Coffee, Call Center Scripts and Customer Experience

When you’re training call center agents on their new sales scripts, be sure to make genuine conversation, collaboration, and rapport top priorities.

Customer Service

Top Three Ways Companies Are Changing to Meet Customers’ Requirements

Customers are still human beings. Sometimes, in this day and age of mountains of data, it’s easy for companies to lose track of that seemingly obvious fact.

Cobrowse

Evaluating Tools for the Contact Center? Aim Small.

Four central elements to keep in mind when building the business case for adding cobrowse, screen share, and other technology in the contact center.

Cobrowse

Cobrowse and Screen Share: Are You Ready to Get On Board?

From Apple to Amazon, business leaders are using visual engagement solutions to bring sales, support, and customer experience to the next level. Solutions that integrate screen sharing, co-browsing, agent video, and more enable businesses to humanize the online experience in order to create stronger, deeper customer relationships.

The Importance of Humanization in Online Customer Experience

Having a great online customer experience is key for me. I have four children, one dog, five fish, a large garden, and of course I work.

Customer Service

Are your customer service agents better than my smartphone?

Part of my job is to research customer service, online commerce, and the ongoing technology investment required for retailers to make the jump from offline to online. You see it everywhere from customer service agents to the customers themselves – we’re truly on the verge of amazing change.

Customer Service

How the pandemic has changed digital customer experience for good

The pandemic has been a driving force for change in the way we live, work, and interact with one another. Customer expectations have drastically changed, and brands must step up to meet the need or risk being left behind.

Customer Service

What a Customer Effort Score Is All About

There’s no one ingredient to cultivating customer loyalty. But a lot of it comes down to a simple question: “How hard are you making them work for what they want?”

Cobrowse

What is Cobrowse and How is it Different From Screen Share?

There’s something about being able to actually see things when it comes to customer support.

Customer Service

Empathy: the Heart of Digital CX

You don’t know much about the person visiting your website. With all of the hours we spend on market research — understanding customer needs and preferences and pain points — it’s easy to forget that. But inevitably, we only end up with a portrait of the people we want to engage with — and most of the time, that template rarely fits to the actual, unique individuals that are our customers. Why does this matter? Because that gap between customer persona and real person can be a big one. Companies that forget there’s a difference can end up selling to the persona and missing the biggest opportunity in digital: making the whole experience feel human. And succeeding there starts with empathy.

Customer Service

10 Ways to Exceed Expectations in Customer Service

Customers crave friendly, informed service. I know this, because I’ve worked the front lines in Glance Network’s customer service department. The relationship I have with our customers is of the highest importance to me. That attitude is reflected in the rave reviews we’ve gotten from our customers in return.

Customer Service

Why Customer Centricity Delivers Great Customer Experiences

With everything going on over the last three years, you may have missed it—but the “digital customer experience” is now basically the entire customer experience. And that’s catching some companies off guard.

News

Glance Named Top Provider for Visual Engagement

Guided CX Leader Is Recognized for Solutions That Enhance Customer Experiences and Deliver Measurable Business Success

Glance and Guided Experiences: at the leading edge of CX transformation

Noted industry analyst Phil Edholm, president of PKE Consulting, shares his thoughts on the presentations and discussions that took place during the recent Glance Analyst Conference. In his blog, Edholm offers his assessment of the traction Guided CX solutions are gaining in the market, his impressions of a customer presentation, and his perspective on why Glance stands out from other providers.

News

Glance Receives Frost & Sullivan 2021 Product Leadership Award

Guided CX Provider is Lauded for Excellence in Visual Engagement

Web Accessibility Expectations for Digital Transformation

Digital transformation has been on the rise for quite some time. Enterprises have been transitioning their strategies from optimizing the in-person experience to growing their online channels. As the pandemic has sped up the need for digital innovation, sectors such as the financial industry have had some hurdles to overcome in providing a customer experience that exceeds expectations. Adherence to accessibility standards is one of those hurdles.

The Solution for Providing the Best Customer Experience: What Exactly is Guided CX?

A stellar customer service experience can give your organization the competitive edge it needs to stand out. But how can you provide the best of the best customer experience?

Glance Inside of Glance: The No WebRTC Choice

“It has to be fast, be simple, be secure, and just work, every time.”

Twilio SIGNAL “Flexed” on Customer Engagement, and We’re Pumped

The Glance product and development teams attended Twilio’s customer and developer conference, SIGNAL, in late October. Being one of those attendees and responsible for our product integration ecosystem, I walked away incredibly impressed and excited about the future of our partnership, Twilio integration, and the combined impact we can make for our joint customers.

Are Your Customers Satisfied? How to Gain a Competitive Edge in Customer Experience

Companies worldwide are not only competing on price and products or services. Increasingly, they’re competing on customer service. So it’s no surprise that business leaders are evaluating where they’re falling short with their customer interactions. Their digital transformation projects are centered around customer experience.

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Fostering high-touch digital transactions with video

Digital transformation is no longer a new concept. However, the COVID-19 pandemic created a need for enterprises to put their foot on the gas and accelerate initiatives. According to Twilio, COVID-19 accelerated companies’ digital communications strategy by an average of 6 years, while 97% of enterprise decision-makers believe the pandemic sped up their company’s digital transformation.

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Glance Now Available in the Microsoft Azure Marketplace

Microsoft Azure customers worldwide can now gain access to Glance Guided CX technology and take advantage of Azure’s scalability, reliability and agility to deliver a superior digital customer experience and drive business value.

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Glance for Financial Services Received TMC’s Pandemic Tech Innovation Award

Guided CX Solution is Lauded for Integrating Live Banker and Advisor Support into Digital Self Service Environments

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Introducing Glance Video – An Enhanced Guided CX Offering That Heightens Customer Experiences

New Innovation Is Embedded into Existing Websites and Apps to Deliver More Seamless Interactions, Build Brand Loyalty and Drive Positive Outcomes Wakefield, MA—May 11, 2021 – Glance (www.glance.net), a leading provider of visual engagement solutions that enable organizations to create guided customer experiences in digital sales and service environments, announced the release of Glance Video, its embedded video collaboration service that allows businesses to add video interaction into websites, mobile apps, and digital customer journeys.

Guided CX: The new digital customer experience norm

In 2018, PwC research found that 82% of U.S consumers felt the need for more human interaction in their digital experiences. Let’s think about that for a moment. Before a time of lockdowns, humans wanted more out of their online interactions with a brand. And then came a global pandemic and what we saw was the use of digital channels accelerated at an unimaginable pace in an attempt to bridge that gap.

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Article: How Embedded Video Advances Digital Engagement

Originally published in CRM Xchange By Tom Martin, CEO, Glance April 27, 2021

Twilio Flex and Glance Cobrowse with 1-Click Connect™ – Partnering to build a better contact center

At Glance, we enjoy partnerships with companies that share our passion for bringing humanity into the digital customer experience, which is why we are excited to announce our latest integration with Twilio Flex. Glance Cobrowse with 1-Click Connect™ now integrates seamlessly into Twilio Flex, enabling contact center agents to instantly see what callers are seeing on-screen and quickly understand problems without playing “The Game of 20 Questions.”

Competing in today’s digital lending world

The following is an excerpt from “The Turning Point for Digital Lending: The quality of your digital lending app is the key to competing in a commodity market”, a whitepaper produced by National Mortgage News magazine and sponsored by Glance.

Guided CX

Glance Guided CX and Intuit Make Tax Season Less Taxing

According to the US government, the 2021 tax filing season officially kicked off on February 12th, the first day the IRS began accepting tax returns. But for me, the unofficial beginning of the tax season each year occurs the moment the first Intuit TurboTax advertisement airs during the Super Bowl. It is always rewarding for me and other Glance employees to see Intuit’s commercials in which Glance Guided CX functionality takes center stage!

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Article: Extending the Brand Experience Through Embedded Video — The Missing Imperative in Digital Engagement

Originally published in Customer Magazine By Tom Martin, CEO, Glance February 23, 2021

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Glance Names EJ McGowan Vice President of Engineering

Wakefield, MA—February 8, 2021– Glance (www.glance.net), a leading provider of guided customer experience solutions that enable organizations to deepen customer relationships and transform digital customer interactions into brand-building and revenue-generation opportunities, announced that EJ McGowan has been appointed as Vice President of Engineering. In this capacity, he will oversee the company’s product development, testing, quality assurance, and engineering activities.

Financial Services

Mobile Banking Must Replicate Branch Experiences

Originally published in BAI Banking Strategies By Tom Martin, CEO, Glance

6 Digital Customer Engagement Predictions for 2021

In 2019, Paul DiPaola of U.S. Bank said, “the rate of change has never been faster, and it will never be this slow again.” 2020 certainly agreed and then decided to raise the stakes. We saw COVID lockdowns that forced both businesses and consumers to embrace digital as the primary channel for communication. Frictionless, secure, personal digital engagements went from a “nice to have” to “need to have” almost overnight.

Creating Effective and Secure Investment Management Digital Experiences

This post is an adaption from our latest white paper, “Navigating the New Normal in Investment Management.” You can download the full white paper for free by clicking here.

Moving Through 3 Phases of Crisis Response Towards Reinvention

“Moving through 3 phases of crisis response towards reinvention” is an excerpt from the white paper, “The Future of Relationships” by Blair Pleasant and brought to you by Glance and COMMfusion. You can download your copy of the full white paper here.