Automated Financial Advice: Powered by eGain, Advice by GreenPath

Reset your finances with professional, unbiased advice from The Coach

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

“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 AI 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 eGain AI Coach is one place people “can go to reset your finances with professional, unbiased information.”

How Community Banks are Offering Financial Advice to Their Clients at Scale: The Community Bank Podcast

In this episode of The Community Bank Podcast, Evan Siegel of eGain discusses with Caleb Stevens how community banks can leverage technology, including AI, to offer customers financial advice at scale to help them achieve their goals and get value from the relationship.

How Credit Unions Can Overcome Today’s Member Service Threats with eGain AI Coach: CUbroadcast

Based on a blog post for Filene Research Institute by Evan Siegel, CUbroadcast‘s Mike Lawson had a conversation with Evan on his recommendation for credit unions. According to Evan, credit unions are losing member traffic, and the traditional differentiation they had versus banks and other financial services enterprises no longer work. Thanks to eGain AI Coach, though, they can become member service leaders again. It’s a 15-minute interview but if you prefer shorter videos, there is a clip of 4.33 minutes, too.

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

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 eGain AI 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 eGain AI Coach in it.

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Error in Credit Scores? Credit Unions Offer Help Through Virtual Coach

eGain AI Coach™ experiences early success with credit unions

25 credit unions have deployed the eGain AI Coach since its launch in March earlier this year. Thousands of consumers are already using the Coach for advice and user feedback has been positive.

  • 85% users say that the personalized plan prescribed by the Coach is achievable
  • 88% users say that the coaching experience is valuable

eGain AI Coach in action at Atlanta Federal Credit Union

Through our friends at GreenPath Financial Wellness, you now have access to a secure, eGain AI Coach!

The coach empowers you to improve your credit score, move forward after a credit decline, pay down debt, pay bills on time or just build healthy financial practices…

How eGain AI Coach Can Help Credit Unions Win Again on Member Service

With their key competitive differentiators – stronger customer service and more competitive interest rates – neutralized, credit unions face an existential crisis. But there is a defensible, winning strategy that can get them back in the game. This Filene article expands on how virtual, automated advice and coaching can be that strategy.

Potlatch No. 1 Financial Credit Union (P1FCU) offers free help

1 in 5 credit reports has errors. When was the last time you checked yours? Make sure to use our AI Coach to manage and improve your credit score! To take advantage of this free tool…


“eGain AI 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

“This is not your typical chatbot. It offers users 24/7 access to customized advice about their credit. Users feel like they’re getting expert advice from a seasoned financial counselor.”

Rick Bialobrzeski, GreenPath’s Chief Business Development Officer

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