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.

1
Evaluate

The Coach gets users to discipline their thinking by clarifying their concerns and goals, which puts things into perspective.

2
Personalize

The Coach lays out their options: Can you reduce expenses? Do you prefer debt avalanche or debt snowball?

3
Plan

The Coach encourages users to follow through: You'll need X income if you retire by X age.

There's no better teacher than experience, so try the Banzai Coach for yourself! Go ahead.

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.

4
Discipline

The Coach encourages users to gather all the relevant financial info, which disciplines their thinking and helps them take responsibility.

5
Goals

The Coach helps users set realistic goals based on their actual situation, a form of encouragement and motivation to turn around their finances.

6
Perspective

Seeing their future finances, especially when comparing multiple options, gives users a perspective they probably haven't considered before.

The Banzai Coach is hosted on your own version of the Wellness Center, a direct-to-user platform.

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.

Create a Culture of Financial Education

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?