Guided advisory services

Digital transformation of the in-person consultation

With Glance, you can build a digital channel that connects your customers with experts and advisors — right inside your existing digital properties: we call it “expertise on-demand.”

Deliver expertise on-demand

When customers can get advisory and consulting services digitally, instead of through in-person meetings, everyone wins. Customers and representatives prefer the convenience of doing business digitally. And enterprises appreciate the scale and efficiency of digitally transformed business processes.

Higher revenue

Glance-enabled consulting sessions help you deepen customer relationships and grow revenue. Improve customer loyalty by providing experts in-the-moment when customers need them - expanding your portfolio of products and services and improving customer adoption of your offerings.

Higher customer satisfaction, loyalty, and lifetime value

Offer your customers elegant, white-glove digital consultative services that increase customer satisfaction, loyalty, and lifetime customer value.

Value-added experiences

Add upsell, cross-sell, and resell opportunities that connect trusted advisors (tech experts, stylists, wedding consultants, and other ecosystem partners) directly with customers right inside your website or app. You’ll generate buzz with a value-added experience like no other.

Efficiency gains from digital transformation

Glance “expertise on-demand” sessions can bring the same transformational efficiency gains experienced decades ago with online shopping and bill pay.

Collaborate in your digital space

Glance lets your agent connect with the customer in your digital space. Whether the customer is on the website or in an app, Glance allows the agent to instantly see what the customer is seeing, or show a presentation to the customer.

A face-to-face experience, online

With Glance Video, the friendly face of your expert can appear on the customer’s screen via live video during the consultation, building trust and driving higher customer satisfaction scores.

CRM integration for frictionless workflow and automatic activity logging

Glance integrates with your CRM, so launching a Glance session is as easy as clicking a button. Glance sessions can be automatically logged as activities in the CRM, making it easy to track their impact on revenue, lifetime customer value, and agent performance.

Works with any method of digital connection

Glance delivers a consistent agent/customer experience across all your digital customer touch points: website, desktop app, browser app, or mobile app.