Virtual Financial Coach
- April 8, 2021
- By: P.T. Phan
VIRTUAL FINANCIAL COACHING
LET'S START A CONVERSATION
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.
A NEW RESOURCE FOR THE PEOPLE YOU SERVE
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.
Fortified with TransUnion data, the Virtual Coach provides personalized advice and guidance.
Member Benefits
- Fast, insightful, prioritize credit advice
- Credit score provides metric to measure progress
- Highlight credit changes since last visit
Credit Union Benefits
- Targeted credit product offers for secured card everywhere appropriate
- Member credit score trends offer measure of coach effectiveness
- Coach user basic demographic data (credit score, zip code)
LET'S START A CONVERSATION
Curious how Coach Lea can serve your organization? Send us a message and schedule a time for a demo.