Glance to Showcase Digital Branch Solutions at Finovate Fall

Customer Service, KPIs, Featured, Glance News, Finance, Customer Care, Advisory Services

Visual engagement drives increased digital transactions, higher revenue, and improved customer satisfaction for financial services organizations

Arlington, MA, September 19, 2019 – Glance Networks (, a leading provider of visual engagement solutions that enable organizations to deepen customer relationships and transform digital customer interactions into brand-building and revenue-generation opportunities, will demonstrate its solutions for financial services providers at the Finovate Fall Conference.  The event takes place September 23-25 at the Marriott Marquis Hotel in New York City. Glance will conduct a demonstration that illustrates how its visual engagement solutions are used by financial advisors to present proposals and guide in-app digital transactions. The demo will take place September 24 at 9:30 am on the Finovate stage. Glance will also exhibit at booth #23 throughout the conference.

Glance’s cloud-based visual engagement solutions enable businesses to deliver a more personalized and responsive service to customers through cobrowse, screen share, and video collaboration. Glance offers a cloud-based platform that is secure and compliant with the strictest customer privacy and security policies. Glance solutions can be embedded in a client’s website, browser-based app, mobile app, or desktop app. It is easy to deploy, and can be integrated with leading enterprise CRM and contact center platforms, enabling agents to initiate a sharing session with a single click.

Glance is used by several major financial institutions to enhance service, shorten sales cycles, increase close rates, grow customer satisfaction, build brand loyalty, and increase lifetime customer value. Some of the common financial uses include: 

  • App-based banking: service agents join customers in the browser or mobile app to see the customer’s screen, and guide them through online account management and transactions.
  • Digital loans: loan specialists join borrowers within the digital loan origination process to help borrowers complete applications, rescuing stalled or abandoned transactions. Glance has an integration partnership with Docutech to facilitate this use. 
  • Advisory services: financial advisors present investment options and guide the customer in the app to trade and transact.

“Financial services providers—including traditional and online banks, brokerage firms, and insurance providers—have been wrestling with new strategies for extending brand loyalty, improving customer satisfaction, and increasing revenue,” said Tom Martin, chief executive officer of Glance Networks. “Glance is perfectly positioned to help the financial services sector address these critical needs by improving human-to-human interactions and providing a premium brand experience to digital branch applications. We’re eager to participate at Finovate, and demonstrate how we drive business value for our clients in the financial sector.” 

For additional information about Glance for Financial Services please visit

About Glance Networks 
Glance Networks transforms the customer experience by enabling visual engagement for today’s enterprise. We are one of the world’s simplest, most reliable, and secure solutions that empower companies to see, show, and share anything online, creating a frictionless path to great experiences in sales, support, and service. The result of Glance visual engagement technology is improved customer satisfaction, long-term customer loyalty, higher service center efficiency, and increased revenue growth. Glance Partners include Salesforce, ServiceNow, Moxie, Zendesk, Microsoft, and Docutech. 

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