Virtual Financial Coach
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.
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.
eCoach Lea Gives Financial Advice 24/7
Fortified with TransUnion Data
Fortified with TransUnion data, the Virtual Coach provides personalized advice and guidance with benefits to both users and financial organization.
User Benefits
- Fast, insightful, prioritize credit advice
- Credit score provides metric to measure progress
- Highlight credit changes since last visit
Partner Benefits
- Targeted credit product offers for secured card everywhere appropriate
- User credit score trends offer measure of coach effectiveness
- Coach user basic demographic data (credit score, zip code)
The Virtual Financial Coach
Delivers Useful Financial Guidance
- 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
Let's Talk
Want to learn more about GreenPath’s partnerships but prefer us to call you? Fill out our call request form and we’ll be in touch within 48 hours.