Financial Wellness at Your Fingertips
GreenPath’s Virtual Financial Coach uses digital engagement technology from eGain to deliver 24/7 personalized financial guidance at scale. This secure, self-guided financial wellness tool helps people improve cash flow, pay down debt, build savings, and make confident financial decisions – accessible anytime on any device, without scheduling barriers.
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GREENPATH FINANCIAL WELLNESS CUSTOMER STATISTIC
92%
Accessibility a key driver of digital member engagement.
92% of those surveyed said the feature of VFC that has been most valuable to their credit union is being available 24/7.
Source: TechValidate survey of 13 users of GreenPath Financial Wellness.
TVID: 6D6-09B-FEF
Step-by-Step Guidance
Through text-based conversation, users receive coaching to establish financial goals and get advice on actions they can take to reach them.
The Virtual Financial Coach shares friendly step-by-step guidance based on the user’s interests and priorities. Users get bite-sized action steps and motivational nudges to encourage progress and celebrate success.
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Debt, Budgeting, and Personalized Support
- Financial guidance using context and conversation to help individuals build action plans aligned with their unique goals.
- Proven expertise that combines GreenPath’s 65 years of financial counseling experience with trusted digital engagement technology from eGain.
- Clear, jargon-free advice with actionable steps designed to improve financial health and support better financial decisions.
Personalized, Friendly, Easy to Use
- Personalized action plans to help people achieve their goals
- Ease of use to encourage adoption
- Friendly, timely step-by-step guidance to ensure success
- Personalized advice – tailored to the user’s situation and goals
- Ongoing support to keep users on track
- Easy access to GreenPath’s team of financial counselors
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