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News : Greenpath and eGain Launch Anytime-Anywhere Virtual Financial Coach™

#contactcenterworld, @egain

Farmington Hills, Mich. and Sunnyvale, Calif. (March 2, 2021) -- GreenPath Financial Wellness, a national nonprofit that provides financial counseling and education, and eGain (NASDAQ: EGAN), a customer engagement platform provider, have launched the Virtual Financial Coach™, a turnkey solution for financial counseling automation. Deployable by banks and credit unions in minutes, the secure digital tool offers personalized financial advice 24x7 to people on any smart phone or computer. It uses eGain’s digital engagement automation technology, powered by Artificial Intelligence (AI) and Machine Learning (ML), to deliver GreenPath’s financial guidance at scale.

Even before the onset of COVID-19, 40% of American consumers would struggle to pay for an unexpected expense of $400, according to a Federal Reserve study[1], and the situation has gotten worse with the pandemic. Millennials, the largest demographic group, have a net worth that is 40% lower than that of what Generation X had at the same age[2].

"Now more than ever, people need tools that meet them where they are in their financial journeys," said Kristen Holt, GreenPath’s President and CEO. "The Virtual Financial Coach offers individuals flexibility to pursue discreet, judgment-free financial guidance at any time, in any place."

"This partnership combines eGain’s AI technology with GreenPath’s proven advice to offer consumers a unique digital financial coaching experience," said Ashu Roy, eGain’s CEO. "Users receive empathetic coaching to help them establish financial goals and identify actions they can take to reach them."

"The Virtual Financial Coach leverages GreenPath’s 60 years of experience delivering caring, clear and concise financial guidance to millions of Americans," Holt said. "We’re still here to provide the live one-on-one counseling GreenPath is known for, and we’re excited to offer this additional service to individuals looking for an anytime digital financial coaching tool."

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

"The Virtual Financial Coach offers transformational business value to financial institutions," added Evan Siegel, VP Financial Services AI at eGain. "It can help them attract new customers, especially millennials, and wow them with a one-of-a-kind coaching experience, while enhancing brand loyalty."

#contactcenterworld, @egain

About eGain Corporation:
Company LogoeGain customer engagement platform automates digital-first, omnichannel experiences across all touch points. Powered by AI, machine learning, knowledge, and analytics, our top-rated software optimizes customer journeys with virtual assistance, messaging hub, and desktop to serve customers, reduce cost, and improve compliance.
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Today's Tip of the Day - Avoid The “Knee Jerk” Reaction

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Published: Wednesday, March 3, 2021

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