Glances Helps Banks Connect Software, Streamline Processes, and Ditch Data Entry
Glances powered by Realwired redefines how banking teams work
For the last several months, our team has been working fanatically behind the scenes to onboard clients within a new and exciting vertical: Glances for the banking industry. For this venture, we have partnered with the team at Realwired – they are the brains behind YouConnect, the popular appraisal management software for banks.
Just like any business that relies on various SaaS apps to accomplish daily work, banks are experiencing a huge disconnect in platforms that don’t work together, causing duplicate data entry errors and hours of wasted time from tab toggling between various systems. Traditional integrations have been in play for a long time, but those typically work to connect two key platforms – such as a CRM and Loan Origination System (LOS) – and can take around 2 years to implement. Not to mention, integration work requires costly budgeting, heavy-lifting from IT and other internal resources, ongoing training, and post-launch maintenance to stay updated.
“By partnering with Realwired, we can improve each bank’s operational efficiencies, provide real measures to reduce risk, and future-proof data and application infrastructure,” said Glances co-founder and CEO Jason Eggers. “Teammates depending on data to complete everyday tasks get a singular experience without the context switching, staying in their primary application while getting immediate access to the data and functionality from other apps. We have seen a direct impact on banks using our approach, including an increase in quality for both data presentation and data input by teams.”
Game-changing tech, super-fast setup
Developed as patented, no-code technology, Glances offers banks an entirely fresh and unconventional way to securely integrate platforms like nCino, Fiserv, Abrigo, Microsoft Outlook, YouConnect, and any other API-based application. Unlike traditional two-way software integrations, Glances does not store data between systems and limits unnecessary syncing, keeping banking data safe and untouched in its native application.
Another huge win for banks is the unmatched implementation time. Glances powered by Realwired leads client projects with a white-glove approach: connecting apps, setting up mapping for bank-specific Actions, and onboarding users in several weeks compared to years. Since Glances simply requires the initial setup time for single sign-on (SSO) and access to API accounts, banks can bypass the need for heavy IT involvement and draining additional departmental resources.
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“We offer a new, safer way to do integrations backed by a significantly-reduced go-live time,” said Glances co-founder and CTO Chad Hutchins. “Once banks are enabled with Glances, the door is wide open for more app integrations we offer that can help additional departments save time and keep data clean, from accounting and customer service to marketing and fraud prevention.”
How Glances helps banking teams save time and reduce errors
There are endless ways for bank employees to shave off hours of time from their daily work using Glances to view more and do more with their customer data across apps. For example, the lending department can create new appraisal orders, update customer profiles, check on loan statuses, upload and download documents, see internal comments on a file, and many more multi-tasking Actions.
In one customer’s workflow story, it used to take their bank’s Relationship Managers (RMs) over 30 minutes to create an appraisal request. By working with Glances, they were able to reduce that process to under 10 minutes while at the same time improving the thoughtfulness of the data they were providing. This particular bank discovered that RMs spent less time rushing and more time on quality input due to the automation of data flow Glances conveniently provided.
Using Glances, bank employees can:
✔️ Search their CRM, LOS, YouConnect, and other apps all at once
✔️ Get real-time results on customers, loans, order statuses, comments, etc.
✔️ Eliminate clicks and tab switching between banking apps
✔️ Stay focused working in their banking app of choice
✔️ Perform Actions for other apps without navigating away
✔️ Avoid expensive and problematic 2-way data integrations
Get your bank on board with Glances
Seamlessly and securely integrating your bank’s software applications from Abrigo to YouConnect (and everything between) starts with a courtesy demo and app consultation so we can understand your tech stack and workflow goals. From there, we can discuss implementation strategies, security requirements, user pricing, and answer any other questions your banking team may have.
Request Glances Bank Demo
