Virtual Financial Coach Webinar Registration

Introducing GreenPath’s Latest Financial Wellness Tool – The Virtual Financial Coach

GreenPath, in partnership with eGain, a leading AI innovator, is launching the Virtual Financial Coach! For our valued credit union partners we are offering the opportunity to receive the coach for free through the end of June to the first 25 partners that sign up before the end of the year.

Join us on one of the dates below to see a demo of the virtual financial coach and learn how you can take part in this pilot opportunity. We will discuss and share strategies for implementing into your 2021 strategic plan, identify members to connect with the tool, and see the coach in action through a live demonstration.

We look forward to sharing this innovative new technology with you on:

Andy Manthei Andy Manthei is currently a Business Development Specialist with GreenPath Financial Wellness. Andy has been in financial services for 17 years, first as a branch manager and loan officer for a financial institution before becoming a certified counselor at GreenPath and eventually moving into a role focused on bringing financial wellness to the masses through partnerships. Andy is trained in human centered design thinking, which has given him a rich canvas of experience in empathy, in understanding financial institution challenges as well as drawing on the insights from his heart to heart, one on one conversations with people all along the spectrum of financial health. He is particularly passionate about financial health for all in America.  
Evan Siegel eGain VP Financial Services AI - Prior to eGain, Evan spent 15 years at Wells Fargo, where he created a team of financial health coaches that was featured in the bank’s 2018 annual report, in its brand advertising campaign, and was profiled on ABC’s Good Morning America.