By translating each user's unique situation into hyper-personalized digital experiences, Pocketnest helps institutions guide their community toward financial independence, build trust and loyalty, and foster enduring relationships—while identifying millions of dollars in cross-sell revenue opportunities.
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GLOPersonalized financial insights boost engagement and identify growth
Pocketnest, the woman-founded financial wellness platform, announces the results of its initial beta rollout of its generative AI, Birdie, with select credit unions.
“Birdie represents a game-changing opportunity for financial institutions to deepen engagement with their digitally savvy community,” said Ben Maxim, Chief Operating Officer at Reseda Group and Chief Innovation Officer at MSU Federal Credit Union. “It’s not just an AI tool—it’s a digital financial advisor that grows with members, fostering financial literacy and empowerment.”
The next generation of members values convenience, technological innovation, personalization, and personal finance education in financial products and services1,2—all of which Birdie’s digital-first, personalized approach represents.
Birdie beta testers report the generative AI tool:
- Is “helpful” to their financial journey, citing how the personalized insights were tailored to their unique financial circumstances
- Increases their confidence and understanding of financial wellness
- Provides answers to their most significant financial questions
- Encourages them to adopt a more consistent approach to financial planning
- Motivates them to take a proactive role in their finances.
“We designed Birdie to give all people, regardless of socioeconomic status or private wealth, access to personalized and actionable financial wellness,” said Jessica Willis, founder and CEO, Pocketnest. “We help users take a comprehensive approach to their finances, identify gaps in their plans, and reconnect them with their financial institution to close critical gaps.”
Powered by behavioral science and generative AI, Pocketnest provides instant, tailored financial guidance by integrating users’ financial data, behavioral tendencies, and preferences. Birdie simplifies and personalizes financial planning, delivering relevant insights and tips that help users make more informed financial choices.
By leveraging Birdie, financial institutions can address the evolving needs of their communities, enhance financial wellness, and drive engagement in an increasingly competitive digital landscape.
1 CUInsight, 2024
2 Annuity.Org, 2024
Pocketnest, Inc.™ is the pioneering force driving digital innovation in the financial services industry. The premier white-labeled, AI-enabled platform empowers financial institutions and employers to cultivate deeper connections with digitally native Millennial and Gen X clients through personalized financial education, advice, and tools. By translating each user’s unique situation into hyper-personalized digital experiences, Pocketnest helps institutions guide their community toward financial independence, build trust and loyalty, and foster enduring relationships—while identifying millions of dollars in cross-sell revenue opportunities. Launched in 2019, the fintech is Google- and IBM-accelerated and is featured in Fast Company’s Innovation by Design Awards.
SOURCE Pocketnest
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