Workflow optimization for banks

Your bank's systems,
on one screen.

Glances makes the apps your bank already runs work together, so teams build consistent, faster workflows that save time and reduce errors. See the customer and account data you need and act on it where you work, across Core, LOS, CRM, YouConnect, Outlook and more. Your data stays in the system of record.

2–6 weeksto go live, not 12–24 months
6–8 hoursof total IT time
Read-onlyyou decide when data moves
Glances connecting nCino, Abrigo, Salesforce, CoreLogic, Outlook, Fiserv and more bank systems into one unified view
What makes Glances different

The unified-workflow outcome, without the build.

Glances delivers what a two-way sync project promises, minus the developers, the data pipelines, the stored copies and the maintenance.

GlancesTraditional two-way sync
Timeline2–6 weeks12–24 months
Data movementNone, stays in the system of recordSynced & stored
IT involvement6–8 hours, totalHeavy, ongoing
MaintenanceNone, we handle every updateOngoing & costly
Cost per connectionPer-user licensing$50K–$100K each
Compliance riskLow, read-only and role-basedHigh, data leaves the source
60 days
to fully live, our promise
We commit to each connected system live within 60 days. Most banks are up and running in as little as 40.
6–8 hrs
of your IT team's time
We do the heavy lifting. No build, no pipelines, no engineers pulled onto a months-long project.
$0
to maintain
It doesn't break when a vendor pushes an update. We handle every change on the back end, so there's nothing for you to babysit.
Real bank results

Trusted where accuracy is everything.

Glances runs inside institutions that can't afford data errors, because compliance, audits and examiners don't allow them.

WaFd Bank SouthState Bank First Financial Bank
We're blown away. Glances implementation took under six weeks, compared to two years for previous integration work.
JS
Jodi SansoneDirector, Enterprise Banking Services, First Financial Bank
This is what I'm hearing from my team: ordering from Glances is a huge improvement from RIMS!
JS
Justin D. Slack, MAISVP, Chief Appraiser & Environmental Risk Manager, WaFd Bank
Would have been a huge mistake if we didn't go with Glances. It sets our bank up for the future.
JR
James RobinsonIT Project Manager, SouthState Bank
The swivel-chair tax

Your people lose hours a day hopping between systems.

Core in one tab. LOS in another. CRM, the appraisal platform, document imaging, email, the teller and account-servicing systems, the call-center desktop, treasury and payments. Each one a separate login to assemble a single customer or account picture. The work stalls in the gaps between systems, in every department.

Duplicate data entry

The same loan, account or customer details re-keyed into two or three systems, creating operational drag for lending, ops and service teams alike, and a fresh chance for human error every time.

Audit exposure

Mismatched data across systems means constant double- and triple-checking, and a shaky trail when an examiner asks who touched what, when.

Missed SLAs

Time lost chasing status across platforms pushes appraisals, credit decisions, closings, service requests and customer callbacks past the deadlines borrowers, account-holders and regulators expect.

The common thread: every one of these traces back to the same root: the same data entered, checked and chased in too many places. Fix the flow, and the rest follows.
One view, every system

See everything. Act without leaving your screen.

Glances overlays the technology you already run with live, read-only access to authoritative data, so teams view and act on information without breaking the workflow they know. Data only moves when you authorize a specific action.

  • See borrower details across every connected system in a single view
  • Pull appraisal, CRM and document data without switching apps
  • Order appraisals, upload documents and email from one screen
  • Reduce rework, lower risk and get audit-ready faster
A loan officer reviewing loan collateral in nCino with Glances surfacing YouConnect, Outlook and pipeline data alongside it
Checking an appraisal order status from within Outlook via Glances so the loan can move forward
Honest about your options

Three ways banks try to fix the swivel-chair. Here's how Glances compares.

Option 1 · iPaaS platforms

Boomi, Workato & friends

Powerful, general-purpose engines that can connect anything, if you have developers, data pipelines, and the appetite to maintain it all every time a vendor updates.

Glances: the same unified outcome, no build or pipelines, live in weeks. iPaaS automates system-to-system data flows; Glances is the human-in-the-loop layer, one live view to see and act.
Option 2 · Point-to-point

Custom-built connections

"We'll just have our core vendor wire it together." Each connection runs $50K to $100K and 12 to 24 months, and breaks whenever either side changes. Five systems becomes a spaghetti mess.

Glances: one overlay across all of them, live in weeks, with nothing to maintain. First Financial Bank went live in under six weeks vs. two years of prior work.
Option 3 · Do nothing

Live with the swivel-chair

The most common, and quietly the most expensive. Hours lost to system-hopping, rework from re-keyed data, missed SLAs and a scramble at every exam, every day, forever.

Glances: start with whatever workflow is costing your teams the most, see value fast, and let one solved workflow de-risk the rest. The status quo is the costly choice.
Value for every banking role

One platform. A different win for every team.

Glances streamlines far more than your appraisal workflow. Start with whatever workflow is costing your teams the most. It's proven in appraisal, and the same real-time view extends across lending, credit, operations and the rest of the bank.

01

Loan officers & relationship managers

Customer and account data across Core, LOS and CRM in one screen, for shorter loan cycles, far less follow-up and "chase time."

02

Credit analysts & underwriters

Borrower financials, appraisals and exposure data in a unified view, for faster and more confident underwriting decisions.

03

Branch staff & call center

Complete customer profiles on the first click, for shorter handle times and consistent answers across every channel.

04

Operations & enterprise services

Standardize cross-departmental workflows without adding another system for anyone to learn or own.

05

Compliance & risk

Audit-ready data straight from each source system. Read-only access keeps governance intact while visibility improves.

06

Digitization & transformation

The ROI of a connected stack, delivered in weeks with almost no IT lift, and nothing to maintain afterward.

Built for mergers

Connected systems before full IT consolidation.

After a deal, banks run two cores, two LOS platforms and duplicate CRMs for years. Glances bridges both sides in weeks, so a loan officer at the acquired bank sees a customer's complete relationship across both environments on day one.

  • One view across legacy and acquired systems
  • Lenders and branch staff productive immediately
  • Runs in parallel with your consolidation roadmap
  • Live data from both sides, no records moved or copied
Legacy bank
Core ALOS · nCinoCRM A
▼   one Glances view   ▼
Acquired bank
Core BLOS · AbrigoCRM B
Secure by design

Built to satisfy the people who say no.

Read-only access. Role-based permissions. Nothing copied, nothing stored. The answer to IT and InfoSec's hardest questions is already yes.

CASA

Tier 2 verified

Across 14 categories and 72 requirements.

2048

RSA encryption

Communications over SSL with secure 2048-bit keys.

GDPR

& CCPA compliant

Built to the highest data-protection standards.

Independently audited

Regularly reviewed by Salesforce, Microsoft, Google and more.

Live in weeks. Maintain nothing.

Start with whatever workflow is costing your teams the most.

That's what Glances is built to do. Secure, API-based access connects the systems you already use. Most banks go live in 2–6 weeks, with each connected system live within 60 days. No maintenance contract, no sync jobs to babysit, no breakage when your Core or LOS updates.

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