virtual financial coach
Now available to GreenPath partners, the Virtual Financial Coach uses award-winning AI and digital engagement technology from eGain to deliver 24/7 personalized GreenPath guidance.
The Virtual Financial Coach is a secure experience offering personalized advice 24/7 on any smartphone or computer.
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GREENPATH FINANCIAL WELLNESS CUSTOMER STATISTIC
92%
Accessibility a key driver of digital member engagement.
92% of those surveyed said the feature of VFC that has been most valuable to their credit union is being available 24/7.
Source: TechValidate survey of 13 users of GreenPath Financial Wellness.
TVID: 6D6-09B-FEF
Step-by-Step Guidance
Through text-based conversation, users receive coaching to establish financial goals and get advice on actions they can take to reach them.
The Virtual Financial Coach shares friendly step-by-step guidance based on the user’s interests and priorities. Users get bite-sized action steps and motivational nudges to encourage progress and celebrate success.
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The Virtual Financial Coach
Delivers Useful Financial Advice
- Personalized using context and conversation to help build an action plan that meets an individual’s unique needs and goals.
- Proven, leveraging GreenPath’s 60 years of experience successfully counseling millions of Americans and eGain’s award-winning technology.
- Caring, concise, and jargon-free, with actionable steps and options to improve financial health.
- Motivational through ongoing behavioral nudges to encourage and celebrate progress.
Personalized, Friendly, Easy to Use
- Personalized action plans to help people achieve their goals
- Ease of use to encourage adoption
- Friendly, timely step-by-step guidance to ensure success
- Personalized advice – tailored to the user’s situation and goals
- Ongoing support to keep users on track
- Easy access to GreenPath’s team of financial counselors
Contact GreenPath About A Partnership