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Virtual Financial Coaching – A New Resource for The People You Serve

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.

Highlights of the Virtual Financial Coach include:

  • 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

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.

View the Demo

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

Ready to speak with someone?

Contact us for more information about the Virtual Financial Coach and how you can add it to your website.

Virtual Financial Coach FAQs

What can the Virtual Financial Coach do?

The Virtual Financial Coach helps those looking to improve their credit scores, move forward after a credit decline, pay down debt, or build healthy financial habits.

Proven, compliant financial advice engages the people you serve with actionable steps to improve their financial wellness. The Virtual Financial Coach offers some compelling benefits to your organization:

  • Convert credit declines to approvals
  • Generate more loans
  • Attract new customers, especially millennials
  • Engage prospective homebuyers as they prepare for homeownership
  • Enhance marketing and branding
  • Improve customer satisfaction and lift Net Promoter Score

How does the Virtual Financial Coach work?

Users access the Virtual Financial Coach for an entirely digital experience that delivers GreenPath’s financial advice through an interactive, chat-based exchange.

The self-service Virtual Financial Coach walks users through a personalized, empathetic coaching session that provides actionable steps based on their interests and priorities. Users can stop engaging with the coach at any time and pick up where they left off later.

As appropriate, the Virtual Financial Coach offers opportunities for users to connect directly with a GreenPath financial expert for one-on-one assistance with credit, housing or debt management issues.

It’s a one-stop virtual resource that is easy to use and accessible 24/7.

Who created the Virtual Financial Coach?

GreenPath and our technology partner, eGain, have partnered to create the Virtual Financial Coach.

eGain’s Artificial Intelligence and machine learning technology, combined with GreenPath’s proven advice, offers people a unique digital financial coaching experience.

How can I get the Virtual Financial Coach?

Complete and submit the form below to learn more about the Virtual Financial Coach and how you can add it to your website.