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Virtual Financial Coach

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Meet Lea, your Virtual Financial Coach!

We all make the best decisions about our financial health and wellness with the information we have available to us.  With Lea, the Virtual Financial Coach, you get the information you need, when you need it, along with an action plan to help you achieve YOUR financial goals.  

Lea, The Virtual Financial Coach: Advice by GreenPath, Powered by eGain

The Virtual Financial Coach helps people like you who are looking to improve credit scores, move forward after a credit decline, pay down debt, and build healthy financial habits.  A secure experience offering personalized financial advice 24/7 on any smart phone or computer, the Virtual Financial Coach uses the most advanced AI technology to deliver GreenPath Financial Wellness guidance.  Through text-based conversation, you receive empathetic, caring coaching to help you establish financial goals and identify actions you can take to reach those goals.

Features

You get bite-sized action steps and motivational nudges to encourage your progress and celebrate your success.  

Lea provides financial guidance that is:

  • Personalized!  The Virtual Financial Coach uses conversation to help build an action plan that meets your unique needs and goals.
  • Proven!  It leverages GreenPath's 60 years of experience successfully counseling millions of Americans - guidance from one of the nation's most trusted financial health and wellness services.  
  • Caring, clear, and concise!  You'll receive advice that is judgment and jargon-free, with easy to take actionable steps and options to improve financial health.  
  • Amplified!  You'll receive ongoing nudges to encourage and celebrate your success.   

How does the Virtual coach work?

You access the virtual coach for an entirely digital experience that delivers GreenPath's financial advice through an interactive, chat-based exchange.

The self-service coach walks you through a personalized, empathetic coaching session that provides actionable steps based on your interests and priorities.  You can stop engaging at any time and pick up where you left off later.

As appropriate, the coach offers opportunities for you to connect directly with a GreenPath financial expert for one-on-one assistance with credit, housing, or debt management issues.  

It's a one-stop virtual resource that is easy to use and accessible 24/7!

Start chatting with Lea today!

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