Glance for Finance

Offer your customers personalized assistance—online.

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.

Contact us to learn more ≫


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.

 

glance-for-finance Glance Networks Inc CoBrowse Screen Sharing Optimize Sales Increase Sales Decrease Losses SalesForce Integration Marketing Solutions

61%

Use the Internet to do their banking online

glance-for-finance Glance Networks Inc CoBrowse Screen Sharing Optimize Sales Increase Sales Decrease Losses SalesForce Integration Marketing Solutions

51%

Of smartphone owners perform financial transactions using their phones

glance-for-finance Glance Networks Inc CoBrowse Screen Sharing Optimize Sales Increase Sales Decrease Losses SalesForce Integration Marketing Solutions

1B

Projected number of mobile banking users by 2017

 

It’s time to see your online profits soar ≫

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.

 

Glance Networks Inc CoBrowse Screen Sharing Optimize Sales Increase Sales Decrease Losses SalesForce Integration Marketing Solutions Glance for Finance Solutions

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.

Let us show you how ≫

Glance Networks Inc CoBrowse Screen Sharing Optimize Sales Increase Sales Decrease Losses SalesForce Integration Marketing Solutions Glance for Finance Solutions

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.

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Glance Networks Inc CoBrowse Screen Sharing Optimize Sales Increase Sales Decrease Losses SalesForce Integration Marketing Solutions Glance for Finance Solutions

Seamless Integration

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.

See all our partners ≫

 
 

Featured Partner

“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.”

 

Check out how Glance can integrate with Salesforce»

 
 

Interested in what Glance visual engagement solutions can do for you?

Contact us to learn how you can get visual and move your customers into a brand new experience!

Call us at 1-888-945-2623 or contact us