BAI Webinar: Mobile & Digital App CX, How

Visual Engagement
Can Help You Win

and Retain Customers

Sign Up Now!

All fields required.

Presented by:

DATE: April 15, 2020
TIME: 1:00 - 2:00 PM CT

The need has never been more urgent to ensure your mobile and digital apps are delivering the best customer experience possible.

  • BAI research shows that about half of customers under age 55 are willing to change banks for a better digital banking app.
  • Loan products have become commoditized so now CX and support during digital loan origination are among the only ways to compete.
  • No/low-fee trading has disrupted the market so your digital investment management app must stand out.

Just having a digital app used to be enough. Now your app needs to stand out if you want to win and retain customers.

“Visual Engagement” is the next frontier in digital and mobile app CX. Add it to your app to give your bankers, loan officers, and financial advisors the ability to join your customer in the app, see their app screen, resolve questions and confusion, deliver proposals and prospectuses, and guide customers to complete digital transactions.

Key Takeaways:

  • Learn how Visual Engagement in your app can improve CX, boost customer satisfaction, increase app-based transactions, and grow customer loyalty
  • Watch a demo of what Visual Engagement looks like in a digital banking app, digital lending app, and digital investment management app
  • Learn what capabilities your Visual Engagement solution must have in order to easily clear your SECOPS review


Tom Martin
Chief Executive Officer

Tom Martin is a CX and contact center strategist, product lifecycle expert, and partnership builder. Tom has led Glance through a successful “pivot,” transitioning from a small business screen share tool to a provider of omnichannel visual engagement solutions for some of the largest enterprises in the world. Since that pivot, Glance has experienced multiple years of 70% YoY growth. Prior to joining Glance in 2013, Tom spent over a decade at Verizon building and managing strategic partnerships. Outside of the office, Tom is an avid backcountry skier, mountaineer, and competitive cyclist.