SoFi tests AI financial advisor 'Coach' for blended guidance

By PulseAugur Editorial · [1 sources] · 2026-06-10 20:00

SoFi has been testing an AI financial advisor named Coach, which aims to blend art and science in providing guidance. Brian Walsh, head of advice and planning at SoFi, highlighted the dual nature of financial coaching. The company is exploring how to effectively integrate AI into its financial services offerings. AI

IMPACT SoFi's testing of an AI financial advisor indicates a trend towards AI integration in consumer finance tools.

RANK_REASON The cluster discusses a product feature or tool being tested by a company, not a core AI release or significant industry event.

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Mastodon — sigmoid.social TIER_1 English(EN) · [email protected] · 2026-06-10 20:00

What SoFi learned testing its # AI adviser Coach “When it comes to financial guidance and coaching, there’s both an art and a science to it,” said Brian Walsh,

What SoFi learned testing its # AI adviser Coach “When it comes to financial guidance and coaching, there’s both an art and a science to it,” said Brian Walsh, head of advice and planning at the digital bank. https://www. bankingdive.com/news/sofi-bank -ai-adviser-coach-financial…

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What SoFi learned testing its # AI adviser Coach “When it comes to financial guidance and coaching, there’s both an art and a science to it,” said Brian Walsh,

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