Randolph-Brooks Federal Credit Union Partners with eGain and GreenPath

The partnership will employ AI- Powered coaching automation to offer members and employees personalized financial wellness plans at scale.

eGain Corporation, the leading knowledge platform for customer engagement, announced that Randolph-Brooks Federal Credit Union (RBFCU) selected the eGain AI Coach™ to offer personalized financial wellness plans at scale to its members and employees. Pre-packaged with financial wellness counseling expertise from GreenPath, a national nonprofit that provides financial counseling and education, eGain AI Coach uses behavioral best-practices, conversational automation, and digital messaging to guide people.

RBFCU’s mission is to improve the economic well-being and quality of life for its members. Using the AI Coach, RBFCU will digitally engage members and employees, discover their financial goals, and deliver personalized financial wellness action plans.

Deployed today across dozens of credit unions, the Coach has received rave reviews from consumers.

• 87% say that the Coach-recommended plan is achievable.
• 35% say that it helped reduce their credit-related stress.

“We are more than just a bank. Our mission is to help members save time, save money and make money,” said Sonya McDonald, Executive Vice President - Chief Operating Officer at RBFCU. “We will deliver on that mission with personalized service, advice and coaching, powered by eGain and GreenPath.”

“Our AI Coach, coupled with GreenPath’s best practices, cost-effectively delivers personalized financial guidance to consumers at scale,” said Ashu Roy, eGain CEO. “We are pleased to help RBFCU stand out from the crowd with this disruptive innovation.”

Source: eGain media announcement