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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.

News

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.

News

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.