Blog
Guided CX Insights
Track trends, get tips, and explore new ideas in 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.
Read Now
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.
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.