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     * eGain Mail
     * eGain Notify
     * eGain Offers
     * eGain Social
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     * eGain Analytics Hub
     * eGain IVR Analytics
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     * eGain Knowledge for Contact Centers
     * eGain Knowledge for Self-Service
     * eGain Virtual Assistant
     * eGain Virtual Assistant for Agents
     * eGain Sales Advisor
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     * eGain Consulting
     * eGain University
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     * eGain Analytics for Amazon Connect
     * eGain for Apple Business Chat
     * eGain for Avaya
     * eGain for Cisco
     * eGain Knowledge Hub for Five9
     * eGain Knowledge Hub for Genesys
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     * eGain Telehealth
     * eGain Virtual Financial Coach
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     * Blogs
     * Research
     * Videos
     * White Papers
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     * Knowledge Management System
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     * Awards
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     * eGain for Salesforce
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     * eGain for Apple Business Chat
     * eGain for Amazon Connect
     * eGain Analytics for Amazon Connect
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 * eGain Virtual Financial Coach™: AI-Powered, Conversational Financial Advice
   for All

HOME


EGAIN VIRTUAL FINANCIAL COACH™: AI-POWERED, CONVERSATIONAL FINANCIAL ADVICE FOR
ALL


CONSUMERS ARE STRUGGLING FINANCIALLY


 * 36% of Americans would struggle to pay for an unexpected expense of $400
   (Source: Federal Reserve)

 * 43% of households report that someone lost a job or took a pay-cut because of
   virus outbreak (Source: Pew Research)

 * Millennials, the biggest demographic group, have a net worth that is 40% less
   than what Gen X had at the same age (Source: Federal Reserve)


CONSUMERS WANT FINANCIAL ADVICE BUT CAN’T GET IT


 * 78% of US consumers want financial advice (Source: J.D. Power)
 * 83% are not able to get such advice (Source: CNBC)
 * Financial counseling is expensive and difficult to find

Your customers are crying out for financial advice. Improving their financial
health is good for them and good for you. But how do you deliver quality
financial advice cost-effectively and at scale, while complying with regulations
and not coming across as a product pusher?


WHAT IS EGAIN VIRTUAL FINANCIAL COACH?


 





eGain Virtual Financial Coach is powered by award-winning AI and Machine
Learning and leverages decades of eGain innovation in digital and knowledge
technologies. Infused with your customer’s TransUnion credit data plus
counseling best practices from GreenPath, a non-profit leader in financial
advice, the automated service provides conversational guidance on strengthening
credit, paying down debt, and increasing savings. It engages customers with
proactive nudges and continuous coaching. This personalized “coaching” enables
financial institutions to provide precise advice and also keep consumers on
their wellness track through behavioral nudges and encouragement over time.

Best of all, the service is turnkey. And when we say turnkey, we mean it. You
can activate the service in a matter of minutes!


BENEFITS FOR THE CUSTOMER

 * Discreet, personalized, trusted advice to improve financial health through
   digital conversations
 * Reduces financial stress by 35%, based on user feedback
 * Keeps consumers on track through ongoing coaching and motivation


BENEFITS FOR THE INSTITUTION

 * Boost top line by coaching customers to better financial health
 * Deliver quality financial advice cost-effectively and at scale
 * Reinforce brand loyalty and differentiate


KEY CAPABILITIES

 * Personalized Advice:  The customized guidance and action plans are rated as
   achievable by 80%+ of coach users
 * Proven Expertise: Leverages GreenPath’s financial counseling expertise and
   TransUnion’s credit insights
 * Conversational: Free of intimidating financial jargon, while ensuring
   compliance
 * Motivational: Uses behavioral techniques to encourage and celebrate progress
 * Digital Follow-up: Ensures customers stay on the wellness track with
   messaging reminders


HOW IT WORKS



CONTACT US




RAVE REVIEWS

This Virtual Financial Coach increases access to critical credit education, day
or night. Plus, it allows members a safe and private approach to a conversation
about credit.
Helen Gibson
Vice President of Strategic Operations, Denver Community Credit Union

--------------------------------------------------------------------------------

 

Northland is thrilled to be able to provide the new Virtual Coach to our
members.  We know our members have a pressing need for financial advice and
recognize the value of engaging with them where they are, through technology.
The Virtual Coach is a fun, personal, and motivating way to help our members
save more money, improve their credit score, make that big purchase, and improve
their financial health.
Matt Duthler
Marketing Director, Northland Area Federal Credit Union

--------------------------------------------------------------------------------

 

CONTACT US


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