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Virtual Financial Coach for Financial Advice

Contact us to learn more about AI-Powered eGain Virtual Financial Coach™

Your customers are crying out for financial advice. Improving their financial health is good for them and good for you. But, how do you deliver quality financial advice cost-effectively and at scale, while complying with regulations and not coming across as a product pusher?

eGain Virtual Financial Coach is powered by award-winning AI and Machine Learning and leverages decades of eGain innovation in digital and knowledge technologies. Built with counseling best practices from GreenPath, a non-profit leader in financial advice, the service provides conversational advice on a range of financial topics. It engages customers with proactive nudges and continuous coaching reminders through personalized digital messaging. This personalized “coaching” enables financial institutions to provide precise advice but also keep consumers on their wellness track through behavioral nudges and encouragement over time.

Best of all, the service is turnkey. And when we say turnkey, we mean it. You can activate the service in a matter of minutes!

Benefits for the customer

  • Discreet, personalized, trusted advice to improve financial health through digital conversations
  • Reduces or eliminates the stigma associated with seeking financial advice
  • Keeps consumers on track through ongoing coaching and motivation

Benefits for the institution

  • Boost top line by coaching customers to better financial health
  • Deliver quality financial advice cost-effectively and at scale
  • Reinforce brand loyalty and differentiate