Glance for Digital Investment Management

How do you keep investors loyal when the competition is constantly trying to lure them away with low/no fee offers? One way is to deliver a digital investment management app that is easy to use, powerful, and gives investors easy access to the expertise of their trusted financial advisor.

Glance can be embedded into your investment management app. Glance makes it easy for financial advisors to run digital meetings through the app, present proposals, deliver expertise, and guide the investor to make transactions.

Guide Investors to Use the App

One of the biggest challenges in investment management today is getting the investor proficient using the digital app. Glance lets the financial advisor join the investor in the app, showing them how to review their statements, manage their portfolio, and complete transactions. Glance helps your clients become more proficient and confident using the app.

Janise Present

Present Proposals and Deliver Expertise

Glance allows the financial advisor to present proposals and deliver expert advice to help the borrower make investment and wealth management decisions. Glance showcases the expertise of your financial advisors, turning them into trusted advisors and driving higher customer loyalty.

Add Humanity to Digital Engagements

The natural result of transforming an in-branch experience to a digital investment management experience is that customers can feel disconnected from their financial advisor and your brand.

Glance lets you deliver a digital consultation with the same human connection as a face-to-face in-branch meeting. Financial advisors can appear via live video feed in the investment management app, showing customers the friendly face of the financial advisor 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 investor Personally Identifiable Information (PII) from the financial advisor’s view. Glance session data is fully encrypted during transmission and is never stored or “at rest.” And Glance works with your enterprise Single Sign On (SSO) to authenticate financial advisors. 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
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
Vision Icon

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.

Select Icon

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.

Star Icon

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.

Presentation Icon

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.

NoDownload Icon

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.

See Mobile Icon

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.

Shield Icon

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


Large 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