Glance for Digital Banking

A war is being waged for the acquisition and loyalty of bank customers, and the battlefield is the digital banking app.

Just having a digital banking app used to be enough. But research shows that today’s customers are willing to switch their banking relationships to find a better banking app.

Glance adds ease-of-use and customer support capabilities to your digital banking app — helping you gain new customers and keep them for life.

Increase Transactions & Boost Customer Loyalty

Glance lets the banker join the customer in the app, see the app screen, instantly understand what they are trying to accomplish, and guide them through even the most complex transactions.

Glance is proven to increase app-based transactions, improve customer satisfaction and grow loyalty.

Add Humanity to Digital Engagements

The natural result of transforming an in-branch experience to a digital banking experience is that customers can feel disconnected from their bankers and the bank brand. 

Glance lets you deliver a digital branch experience with the same human connection as a face-to-face in-branch experience. Bankers can appear via live video feed in the banking app, showing customers the friendly face of the banker who is helping them.

Security & Privacy Compliance

Glance is engineered to comply with financial-grade security and privacy policies. Unlike other visual engagement solutions, the Glance service never uses proxy servers. Glance gives you the ability to mask customer Personally Identifiable Information (PII) from the banker’s view. Glance sessions are fully encrypted during transmission and are never stored or “at rest.” And Glance works with your enterprise Single Sign On (SSO) to authenticate bankers.

No visual engagement solution is better suited to breeze through your INFOSEC review!

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
Metrigy eBook

Guided CX: Establish Convenient, Contextual Customer Experience That Drives Measurable Business Value

Download the eBook written by Metrigy Research Strategic Consulting and Advising to learn:

  • How Guided CX enables increased revenue.
  • How to enhance the customer experience with Guided CX.
  • Why visual engagement increases agent efficiency.
  • How to identify key situations that are ripe for Guided CX.
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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


Top 5 bank uses Glance to improve CX for lending and banking customers


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


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

Request a Demo