HOME

Video | Virtual Financial Coaching Automation: The New Killer Application for AI

Background:

  • 78% of US consumers want financial advice (Source: J.D. Power)
  • 83% are not able to get such advice (Source: CNBC)
  • Financial counseling is expensive and difficult to find

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?

This webinar tells you.

 

The participants were Evan Siegel, VP, Financial Services AI Solutions at eGain, an AI pioneer, and Rick Bialobrzeski, Executive VP at GreenPath Financial Wellness, a financial counseling leader with over 60 years of experience in the space, with Jim Marous of The Financial Brand.