eGain AI Coach for Financial Advice

Contact us to learn more about AI-Powered eGain AI 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 AI 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

Rave Reviews

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