Glance for Financial Services

Financial services companies have been digitally transforming in-branch experiences since the first ATMs. Customers prefer the convenience of digital engagement, and financial services companies prefer the operational efficiency. Glance can help you visually engage with customers, deliver advisory services, and shepherd them through online transactions. Create real human connections in your digital space, to increase transactions, grow portfolio value, and build customer loyalty.

Digital Banking

Glance lets the service agent see the screen of the customer and guide them through online account management and transactions. Glance is proven to increase transactions, improve the results of self-service initiatives, retrain customers to use new digital processes, reduce operational service center costs, and increase customer satisfaction.

Digital Loans

The lenders that will succeed in this new digital loan era are the ones that empower agents to join borrowers on-screen, to offer guidance in the complex and stressful application process. Glance transforms customer frustration into completed transactions and more opportunities to grow lifelong customer bonds.

Advisory Services

Glance is the first complete solution for transforming in-branch financial consultations into digital meetings. Financial advisors can launch sharing sessions with the click of a button to connect with customers on desktop or mobile devices. Present portfolio performance and investment options. View the customer’s browser or app screen and guide them while they trade and transact.

What our customers are saying

At Glance, we understand the importance of providing an exceptional customer experience. Our customers are fantastic—and they think we’re fantastic too.

Enabling lenders to see what the customer is seeing in the digital environment and offer guidance and personalized service as needed through Glance cobrowsing is incredibly valuable.
Amy Brandt | President and CEO of Docutech
We have the ability to have our experts see what the customer sees and highlight areas to help direct the customer. Our one-way video lets the customer connect the TurboTax expert they are speaking with. It’s been a gamechanger for Intuit.
Stacie Herring | Director of Assisted Experience

See the problem

Glance enables your agents to instantly see what users are seeing on-screen, to quickly understand problems and guide them to a speedy solution.

Guide the solution

The agent can highlight elements on the customer’s screen including text, graphics, form fields, and navigation controls. Agents can guide the customer and follow from page to page as the customer navigates the website or app.

Build trust and empathy

Glance is the first complete solution for transforming in-branch financial consultations into digital meetings. Financial advisors can launch sharing sessions with the click of a button to connect with customers on desktop or mobile devices. Present portfolio performance and investment options. View the customer’s browser or app screen and guide them while they trade and transact.

Present, demo, and consult

Glance can also show the agent’s screen to the customer — perfect for presenting and demoing to close the sale or for delivering advisory services.

Connect with one click — no download

With a simple click of a button your agent can launch a sharing session — no need for the customer to download any software. Glance is integrated with your existing CRM and contact center technology for a frictionless workflow and effortless user experience.

Works on any desktop computer, any mobile device

Agents can see the screen of users of your desktop software, website, browser based app, or native mobile app. Glance gives you a consistent agent and customer experience on every digital platform.

Enterprise scalability and security

Glance is enterprise-proven in some of the largest companies and high-volume contact centers in the world. And Glance is engineered to comply with strict customer privacy and security requirements, perfect for financial services, healthcare, software, and insurance.

Case Studies

Glance makes customer consultations less taxing for Intuit

Glance empowers Intuit tax experts to deliver in-app guidance to TurboTax® customers.

Visual engagement breakeven in under six months. 396% ROI after 3 years.

  • Shorter average handle time
  • Lower call center staffing costs
  • Higher first call resolution
  • Higher customer loyalty and lifetime revenue

Ready to take the distance out of digital?

See how Glance enables real human connections in your digital space

Request a Demo