The business value of Glance for finance

The value of visual engagement applications such as video, co-browsing, and screen sharing is especially compelling for financial services firms, which can apply guided CX to a gamut of services, from everyday online banking to deep-dive personal advisory services.

In this report, we will illustrate how one financial services firm is realizing success using cobrowsing applications across its sprawling customer service operation. Discover how the company has used visual engagement to:

  • Improve customer service delivery for loan and other application processes, as well as
    online banking
  • Increase cross-sell/upsell opportunities
  • Enhance personalized advisory services for high-end clients
  • Boost agent productivity