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.

LET'S TALK

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

ADD LEA TO YOUR WEBSITE

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 TALK

LET'S START A CONVERSATION

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