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Automated Financial Advice: Powered by eGain, Advice by GreenPath

Professional, Unbiased, Free Financial Advice From the Virtual Financial Coach

Finding Ways to Reassess Your Finances and Save Money in a Pandemic

“Because agenda free information is in demand, GreenPath Financial Wellness, Michigan-based non-profit, has launched a 24×7 virtual coaching platform that will provide you with professional. free advice.”

Detroit ABC affiliate, WXYZ, mentioned the eGain Virtual Financial Coach in its news during the Financial Literacy Month.

According to WXYZ, getting financially healthy during the COVID-19 pandemic is top of mind for so many and the Virtual Financial Coach is one place people “can go to reset your finances with professional, unbiased information.”

Why the Banking Industry Struggles to Move the Needle in Financial Wellness

Evan Siegel, Vice President, Financial Services AI Solutions, eGain and Rick Bialobrzeski, Chief Business Development Officer, GreenPath joined Mike Lawson for a discussion on CUbroadcast, a credit union talk show.

They talked about the Virtual Financial Coach, how credit unions can leverage the technology solution, the importance of financial wellness and why the banking industry struggles to move the needle in financial wellness, and the role of virtual financial coaching in it.

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The Coach

VIRTUAL FINANCIAL COACH

Customer Feedback

“This Virtual Financial Coach increases access to critical credit education, day or night. Plus, it allows members a safe and private approach to a conversation about credit.”

– Helen Gibson, Vice President of Strategic Operations, Denver Community Credit Union


“Northland is thrilled to be able to provide the new Virtual Coach to our members.  We know our members have a pressing need for financial advice and recognize the value of engaging with them where they are, through technology. The Virtual Coach is a fun, personal, and motivating way to help our members save more money, improve their credit score, make that big purchase, and improve their financial health.”

– Matt Duthler, Marketing Director, Northland Area Federal Credit Union