Virtual Financial Coach

  • April 8, 2021
  • By: P.T. Phan

VIRTUAL FINANCIAL COACHING

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Now available to GreenPath partners, the Virtual Financial Coach uses award-winning AI and digital engagement technology from eGain to deliver 24/7 personalized GreenPath guidance.

The Virtual Financial Coach is a secure experience offering personalized advice 24/7 on any smartphone or computer.

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.

Meet Lea

A NEW RESOURCE FOR THE PEOPLE YOU SERVE

  • 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
Virtual Coach Lea

PROVIDING OPTIONS TO MOVE FORWARD

The Virtual Financial Coach delivers financial guidance that is:

  • Personalized using context and conversation to help build an action plan that meets an individual’s unique needs and goals.
  • Proven, leveraging GreenPath’s 60 years of experience successfully counseling millions of Americans and eGain’s award-winning technology.
  • Caring, concise, and jargon-free, with actionable steps and options to improve financial health.
  • Motivational through ongoing behavioral nudges to encourage and celebrate progress.

WATCH LEA IN ACTION

Watch our video walkthrough to see how this game-changing, virtual coaching technology can help those you serve improve their financial health.

Partner with GreenPath

LET'S START A CONVERSATION

Curious how Coach Lea can serve your organization? Send us a message and schedule a time for a demo.