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Elevate Customer Experience: Why You Should Recommend Glance Guided CX™

Doug Tolley • June 4, 2024

Glance Guided CX™: Bringing humanity to digital CX

Seamless, human-centered support is essential for maintaining satisfaction and loyalty. Recommending Glance Guided CX™ to your clients can transform customer interactions, making complex processes simple and engaging.


Transforming Digital Interactions

Imagine a customer trying to make changes to their insurance coverage on a busy day. They log into their online portal, feeling stressed and unsure. With Glance, they can instantly connect with an expert who validates their actions in real-time, eliminating confusion and ensuring a smooth experience. This capability is invaluable, as 75% of customers desire more human interactions as technology advances.


Introducing Glance Guided CX™

At those complex moments when people need guidance on a mobile app, account portal, or website, Glance facilitates meaningful, human connection.

Glance transforms self-service, "do it yourself" into "do it together" with instant, personal collaboration from within digital properties for interactions like:

  • guided issue resolution
  • consultative transactions
  • expertise and advice
  • virtual training and onboarding
  • ongoing advisory services
  • sales engagements

Bringing representatives and customers together for frictionless real-time collaboration has profound benefits. 


All-in-One Collaboration

Unlike traditional meeting tools, Glance integrates seamlessly with any interaction platform, such as a CRM, Contact Center, Digital Experience, or custom employee workspace. Its intelligent detection capabilities enable smart, instant connections without the need for session keys. Glance leverages existing communication channels for smooth transitions between collaboration tools like mobile app sharing, video calls, secure document sharing, and more.


Proven Enterprise Solution

Glance meets stringent data privacy and security standards, maintaining compliance with ISO/IEC 27001 and SOC 2 Type 2. It scales effortlessly, handling peak periods like holiday shopping and tax filing without a drop in quality.


5 Not-So-Secret Secrets of Glance

  1. Seamless Integration for High-Stakes Interactions: During complex and critical moments, Glance ensures that customers receive the personalized support they need, enhancing their perception of your customer’s brand.
  2. Differentiation Through Human Connections: Leading brands in financial services, healthcare, SaaS, and retail use Glance to set themselves apart with exceptional customer experiences.
  3. Customer Loyalty: After experiencing Glance, customers repeatedly request its use, leading to lifelong loyalty.
  4. User-Friendly Technology: Glance works on any device or platform, starting from any interaction point, making life simpler for representatives and customers.
  5. Impressive ROI: An independent study by Forrester Consulting found that enterprises using Glance achieved a 394% return on investment and benefits worth $6.75 million over three years.

Success Stories from Top Brands

  • A top-five bank in the U.S. assists an estimated 1 in 4 customers in completing various online transactions, such as opening accounts, depositing checks, applying for loans, and more, across multiple domains on both desktops and mobile devices.

 

  • A top wealth management company advises over 50 million individuals with financial planning, advice, and educational resources, guiding them during mobile app and website interactions and helping them realize their goals.

 

  • A top health insurance provider with 2.5 million members enables direct employees and third-party approved brokers to guide the shopping experience and enrollment process for individuals new to Medicare.

 

  • A leading financial services software provider offers live CPAs on demand from within their tax preparation and bookkeeping software, resulting in a $1B+ product services offering.

 

  • A leading restaurant point-of-sale solution provider delivers remote onboarding, training, device troubleshooting, and support, resulting in faster time to value, lower support expenses, and 20% higher CSAT ratings.


Creating Lasting Impressions

Glance Guided CX™ is not just about solving problems; it's about creating connections, building trust, and fostering loyalty. Whether assisting with financial decisions, healthcare choices, or significant purchases, Glance ensures every interaction leaves a lasting impression. By recommending Glance to your customers, you're equipping them with the tools to provide unparalleled support and build stronger relationships.


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