Improving Customer Experience in Mortgage Banking
Underlying the loan origination process are issues of trust and education. One common educational issue, for example, is clients focused only on the interest rate rather than the monthly payment amount. They need help in both trusting loan officers, understanding terminology and completing the paperwork. Below we'll cover the customer
Interactive Guidance to Accelerate Employee Onboarding
If you could 3X the speed of effectively onboarding new employees they'd not only skip the initial grinding confusing steps of joining a company but also get on with growing the company. How could onboarding be sped up 3X? We'll look at obstacles to faster onboarding and then examine the
Imagine if you had Your Own Personal Experts for Everything
When you can interactively guide someone across the internet using new technology, what does that allow? Here we explore some scenarios for the underlying benefit of new tech that Upscope is building. Let's say you have enough money to hire experts to make your life awesome. You can ask them
Product Story Telling for Upscope Co-browsing. Who is the Bad Guy?
In stories there's normally a clear bad guy. Who is the bad guy in your product story? Below we'll use a couple of story structures to build stories for Upscope. Our core customers include live chat support agents, customer success onboarding specialists, loan officers and sales reps whose jobs overlap
Product Story telling in SaaS
So many articles about story telling focus on examples like Nike and Apple and mention things like "Think Different" and I can't really learn anything from that. All I want is advice on how to write product stories. However, are we supposed to be telling the Luke Skywalker story arc?
Review of 3 of the Best Screen Video Recorders
There's a bunch of screen video recorders out there so we're going to investigate 3 of the most commonly mentioned (Loom, Vidyard, Cloudapp), install them, try them out and give our thoughts on each one. We'll include use cases, key differences between them and anything uniquely interesting. LoomA typical default
Co-browse on any 3rd Party Website without Installing Code
Normal co-browsing can only be done on pages that have the co-browsing javascript snippet added to them but now, with Upscope, you can co-browse on any website using 3rd party code-less co-browsing. Below we'll list key uses cases for this new form of magical co-browsing. Remote advisorsMore than ever, there
To Manage a Call Center Efficiently see what Employees Really Think
There are plenty of happy smiling recruitment videos for call centers on Youtube but survey the comments section below the videos and there are very few smiles. At Upscope we're researching what sort of services employees at call centers might want and to understand that we need the real unspoken