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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 enables your experts to join customers in the app or website, deliver advisory services, and guide them through online transactions. Create real human connections in your digital space, to increase transactions, grow portfolio value, and build customer loyalty.

Glance Guided CX Solutions

Digital Loans

The lenders that will succeed in this new digital loan era are the ones that empower loan officers 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.

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 Investment Management

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.

We’re able to jump right into whatever issue the customer may be facing and provide real-time guidance as opposed to trying to make them describe what they see on the screen.
Jonathan Crane | Senior VP, Centers of Excellence for Axos Bank
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 at Intuit
Do or Die Digital Banking

White Paper: Do or Die Digital Banking, presented by American Banker

The winners for the hearts and minds of banking customers will be the financial organizations that deliver the best and most feature-rich digital banking apps. Laggards risk being left in the dust. This white paper includes:

  • Statistics that underscore the importance of having a great digital banking app
  • 7 keys to a great digital banking experience
  • A review of visual engagement functionality in digital banking apps
  • Security and privacy considerations to ensure smooth sailing through your InfoSec review
White Paper Navigating the New Normal in Investment Management, presented by Financial Planning Magazine

White Paper: Navigating the New Normal in Investment Management, presented by Financial Planning Magazine

How can investment management companies compete to win and retain customers — and maintain profitability — in a disrupted and commoditized market where margins are now squeezed by free digital trading? This white paper includes:

  • Investment management trends that are disrupting today’s market
  • How to blend the expertise of your human wealth managers into the digital investing experience
  • The importance of adding visual engagement functionality to your digital investment management app
  • Technical tips for gliding through the InfoSec review process
Axos Bank Call Center

Axos Bank uses Glance to improve CSAT for customers using online banking

Bankers use Glance to “cobrowse” with customers in the Axos online banking app, guiding them to complete online transactions like bill payments, fund transfers, and applications for other bank products like mortgages and personal loans.

  • Online banking support
  • Real-time on-screen guidance
  • Premium customer experience
  • Guide the customer to complete transactions
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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.

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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.

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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.

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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.

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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.

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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.

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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

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U.S. Bank uses Glance to improve CX for lending and banking customers

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Glance yields higher returns for CSAT and digital transactions at Axos Bank

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Glance makes customer consultations less taxing for Intuit

Ready to take the distance out of digital?

See how Glance enables real human connections in your digital space

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