Virtual Financial Coaching: The New Killer Application for AI
How do you deliver quality financial advice cost-effectively and at scale, while complying with regulations and not coming across as a product pusher?
People 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?
The answer lies in virtual financial coaching automation, powered by next-gen AI, knowledge management and digital engagement. Want to know more and how financial institutions are already leveraging it?
This webinar features Jim Marous, Evan Siegel, VP of Financial Services AI Solutions at eGain, an AI pioneer, and Rick Bialobrzeski, Executive VP at GreenPath Financial Wellness, a financial counseling leader with over 60 years of experience in the space.
Key Takeaways:
- 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
