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With the year winding down, we wanted to
share a quick update on what’s new with Coach
and what we’ve learned from our community
along the way.
Below you’ll find recent product updates,
feedback highlights from advisors and partners,
and a few moments we’re proud to celebrate
as we look ahead.
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Coach Updates
Our latest product updates are designed to
better support your work: improving global
compliance, delivering more actionable insights
for advisors,
and helping learners get started faster.
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GDPR-aligned and clearer cookie controls:
Coach is aligned with GDPR requirements
and learners can review and update their
cookie preferences.
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Advisor insights, directly in Coach:
Advisors now have access to more data
and insights, like top learner questions,
engagement over time, and activity usage.
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Partner-specific prompts across activities:
Partners can now configure institution-specific
prompts and guidance across activities,
not just in isolated experiences.
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Guided chat walkthrough and progress cues:
We’ve added a short chat walkthrough
that introduces key actions during a
learner’s first conversation.
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Clearer memory language and transparency:
We’ve refined the language around chat
memory and preferences so learners be
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