Increase customer confidence, comfort, and understanding.
Explaining or understanding investment portfolios is a multi-faceted affair that can rapidly become stressful and emotional. The time has come to transform frustrated customers into empowered customers who can clearly understand the complexities involved in financial operations.
When an advisor can provide a personal touch and a means to better collaborate online through Glance cobrowsing, screen sharing, agent video, and other visual engagement solutions, customers feel more trusting and confident in making investments. The end products have a positive impact on customer acquisition, upsells, and customer service interactions, as well as improved customer lifetime value.
Seeing the value of online engagement
Why do thousands of organizations use visual engagement? They know it’s critical to be where their customers are.
Use the Internet to do their banking online
Of smartphone owners perform financial transactions using their phones
Projected number of mobile banking users by 2017
Sources: Pew Research, Juniper Research, Federal Reserve System
Discover how Glance for Finance can revolutionize your organization.
Today’s financial customers expect engagement from sales and customer service to be as effortless as it is to check balances, transfer funds, or pay bills. At the same time, they want to keep transactions personal. That’s where Glance integrated cobrowse, screen share, agent video and more comes in.
Be Where Your Customers Are
Collaborate with customers regardless of whether their financial content resides in a browser, in the cloud, on a desktop, or on a mobile device. Speed enrollment in new services, customer assistance, and account management via any device: computers, tablets, or mobile phones.
Bring Visual to Engagement
Build confidence and understanding by interactively viewing and controlling healthcare-related content in real time through integrated cobrowsing, screen sharing, agent video, and mobile showcasing. Mask sensitive information while agents connect with customers across a secure infrastructure.
Integrate your Glance solution with your other customer experience solutions, including Salesforce, LiveOps, SAP, Zendesk, your CRM of choice, chat, website, and more. Capture and send data for instant analysis and constant improvement.
“Glance for Salesforce.com Sales and Service Cloud enables organizations to bring customer experience to the next level while providing opportunities to clarify and increase financial transactions.”