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Virtual Financial Coaching Automation: The New Killer Application for AI

Virtual Financial Coaching Automation: The New Killer Application for AI

Wednesday, 21 April 2021, 11:00AM IST

Duration: 01:00 hours
Cost: Free

Organiser: THE FINANCIAL BRAND

Expert(s): Financial Brand + eGain

Panelist(s): Jim Marous, Evan Siegel, VP, Financial Services AI Solutions at eGain, an AI pioneer, and Rick Bialobrzeski, Executive VP at GreenPath Financial Wellness

Moderator(s):

Frequency: Once

Webinar details:

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?

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 upcoming webinar will feature Jim Marous, Evan Siegel, VP, 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

Who should attend: Everyone

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