eGain Vice President, Financial Services AI Evan Siegel and GreenPathChief Business Development OfficerRick Bialobrzeski joined us on the show to talk about their Virtual Financial Coach solution for credit unions, as well as why the banking industry struggles to move the needle in financial wellness.
Both Evan and Rick talk about how credit unions can leverage a virtual financial coach technology, along the significance of financial wellness and virtual coaching today.
Check it out and let us know your thoughts.
Mike Lawson, Host
Married to a beautiful and wonderful wife, raising 5 kiddos (including twins!), enjoy helping others tell their stories, and love surfing SoCal waves. Keep it simple.