How Credit Unions Can Leverage AI to Improve Member Financial Health
Your members need financial advice. Do you have a scalable way to deliver it? If done correctly, this can provide the ultimate member experience and help your members achieve their financial goals. Improving financial health not only wows your members, but it also grows your business by increasing balances, strengthening wallet share, and bolstering your brand. It calls for personalized advice at scale, a challenge that credit unions have been unable to meet until recently.
Cutting-edge, AI-powered digital technology is a powerful tool to automate member engagement with embedded knowledge, knowhow, and best practices. The technology enables you to provide friendly bite-sized action plans, based on the user's situation and priorities. It guides members with nudges, inspired by behavioral science, as they progress through their financial health journey. This session will be led by executives from eGain, the top-rated provider of digital engagement solutions, and GreenPath Financial Wellness, a leading non-profit organization that provides empathetic financial advice to members through 500+ credit union partners.
Topics include:
- How technology and financial expertise are blended to create the Virtual Financial Coach
- How members experience the Virtual Financial Coach
- How credit unions can implement this technology without the help of over-taxed IT teams
Speakers:
- Evan Siegel, VP Financial Services AI, eGain
- Rick Bialobrzeski, Executive Vice President, GreenPath Financial Wellness
Sponsored by GreenPath Financial Wellness