Personal Financial Advice with the Banzai Coach
Make the Banzai Coach, a virtual financial mentor, the centerpiece of your financial wellness programs.
No Peer, No Precedent
There's nothing like the Coach in financial education—it's truly unique. It is a virtual financial mentor that helps users think through their most pressing financial questions.
The Coach gets users to discipline their thinking by clarifying their concerns and goals, which puts things into perspective.
The Coach lays out their options: Can you reduce expenses? Do you prefer debt avalanche or debt snowball?
The Coach encourages users to follow through: You'll need X income if you retire by X age.
Coach: Get Out of Debt
This Coach session does a lot of heavy lifting. Users take stock of their debts, learn how minimum payments and interest correlate, and weigh the advantages of different pay-off methods. For those who need extra help, this Coach will refer them to Banzai's partner, GreenPath Financial Wellness.
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Interactive, Sophisticated
The Coach is sophisticated, offering practical, nonjudgemental advice and robust calculations to address a user's unique situation.
What else does the Coach cover?
It's called the Coach for a reason! It helps users play the whole financial field, covering many topics.
Coach: Am I Ready to Retire?
Employees entering the workforce are often confronted with a decision between a Roth or Traditional retirement account, having no idea what either of those means for their savings. This Coach session shines a light on that mystery by estimating a user’s savings based on current and potential future tax rates.
Check It OutThe Coach encourages users to gather all the relevant financial info, which disciplines their thinking and helps them take responsibility.
The Coach helps users set realistic goals based on their actual situation, a form of encouragement and motivation to turn around their finances.
Seeing their future finances, especially when comparing multiple options, gives users a perspective they probably haven't considered before.
Accessible, Essential
Whether you’re moving into a new home, getting into investing, or shopping for health insurance, there’s always a part of the process you haven’t thought about. Some financial nuances even seem like “insider knowledge," but the Coach teaches in an accessible yet mature way.
The Banzai Coach gives clarity to the financial milestones of life, and by partnering with Banzai, your organization has a unique opportunity to create a culture of financial education. So what are you waiting for?