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Your Bank's Systems on One Screen

Built for Bankers. No Integration Project Required. Live in 40 Days.

Glances gives loan officers, credit analysts, branch staff, and operations teams a live view of customer and account data across Core, LOS, CRM, YouConnect, Outlook, and more. Data stays in the system of record. Your people see what they need, where they already work.

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Why Glances?

Integration Without the Integration Project

Traditional integrations run $50,000 to $100,000 per system connection and take 12 to 24 months to complete. Glances delivers a unified view in 4 to 6 weeks, with no custom development and nothing to maintain when your vendors update their platforms.

Connects Systems

Core, LOS, YouConnect, CRM, Outlook, nCino, Fiserv, and more in one view

No Data Movement

No syncing, no copies, no custom development required

Rapid Deployment

Live in 4 to 6 weeks with minimal IT involvement

Real-Time Access

Read-only access to live data from the system of record

Role-Based Access

Role-based permissions and audit compliance

What Makes Glances Different?

Glances vs. Traditional Two-Way Sync

Glances Traditional Integrations
Timeline 4–6 weeks 12–24 months
Data Movement No data movement or storage Synced & stored
IT Involvement Minimal Heavy
Maintenance None Ongoing & costly
Compliance Risk Low – data stays in system High
Access Unified, role-based, real-time Limited or inconsistent
What You Can Do with Glances

One View. Every System.

Glances overlays your existing technology with live, read-only access to authoritative data, so teams can view and act on information without disrupting established workflows. Data transfers only when you authorize a specific action.

  • See borrower details across every connected system in one view
  • Pull appraisal, CRM, and document data without switching apps
  • Order appraisals, upload documents, and email from one screen
  • Reduce rework, minimize risk, and get audit-ready faster
Who It’s For

Built for Banks with $10B to $100B in Assets

Regional and mid-market banks face the same integration challenges as the largest institutions, often without the in-house IT resources or the timeline to solve them through traditional integration projects. Merger activity across this segment adds a second layer of complexity.

Glances gives teams in Lending, Credit, Risk, Ops, and Compliance a unified view of the systems they already use, with fast deployment and nothing to maintain.

Real Bank Results

Trusted by Banks Like Yours

"Would have been a huge mistake if we didn’t go with Glances. It sets our bank up for the future."
James Robinson
James Robinson IT Project Manager – SouthState Bank
"We’re blown away. Glances implementation took under 6 weeks compared to 2 years for previous integration work."
Jodi Sansone
Jodi SansoneDirector, Enterprise Banking Services - First Financial Bank
"I’m hearing this from my team: ‘Ordering from Glances is a huge improvement from RIMS!'"
Justin Slack
Justin SlackChief Appraiser & Environmental Risk Manager - WaFd Bank
Built for Mergers

Connected Systems Before Full IT Consolidation

Banks in a merger often run two cores, two LOS platforms, and duplicate CRMs for years before full IT consolidation is complete. 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 with no records moved or copied
What Your Bankers Get Back

Value for Every Banking Role

Glances delivers varied results to different teams from one platform:

  • Loan officers view customer and account data across Core, LOS, and CRM in one screen, shortening loan cycles and reducing follow-up.
  • Credit analysts see borrower financials, appraisals, and exposure data in a unified view for faster underwriting decisions.
  • Branch staff and call center agents pull complete customer profiles on the first click for shorter handle times.
  • Operations and enterprise services teams standardize cross-departmental workflows without adding new systems.
  • Compliance and risk teams access audit-ready data directly from each source system.
Live in Weeks. Maintain Nothing.

Secure, API-based access connects the systems you already use. Most banks go live in 4 to 6 weeks. There's no maintenance contract to manage, no sync jobs to babysit, and no breakage risk when your Core or LOS pushes an update.

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Free Quiz

How Efficient Is Your Bank?

Use the Rocket Bank Scorecard to uncover hidden inefficiencies across your lending and operations teams and see how Glances can help.

Take the Scorecard Quiz

Connected Systems Without the Integration Project

Your lenders, credit analysts, and branch staff get a unified view of customer and account data in weeks. No custom code. Nothing to maintain when your vendors push updates.

Let’s talk about how it fits into the work your teams do every day.

See it in Action
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