Pocketnest provides a white-labeled AI platform that delivers personalized financial guidance aimed at engaging digitally-native communities.

Pocketnest

pocketnest | 1,442 followers on LinkedIn. White-Labeled Financial Wellness Platform | Google-Accelerated | Pocketnest exists to bring financial wellness to the masses.

The white-labeled platform + mobile app coaches millennials and gen-xers through all 10 themes of financial wellness. The company licenses its software to financial institutions and employers, helping them to more deeply connect with a younger audience and grow their business.

Chief Technology Officer | Custom Enterprise Applications | Mobile Applications | I provide technology leadership for organizations to help drive…

Chris Wascha

Chief Marketing Officer at Pocketnest, a Google-Accelerated fintech | YMCA Board Member

Ashleigh Craven

Saas Fintech Software Founder & CEO, Pocketnest | MBA Loyola Chicago | University of Michigan | CFP | CPWA

Jessica Willis

Chief Innovation Officer MSUFCU | COO Reseda Group | Fintech Board Member | i3er | 2022 Finopotamus Technologist of the Year | 2024 MCUL Professional…

Benjamin Maxim

pocketnest

Pour yourself a tall one—we're cheers'ing to Fast Company !! 🍻 Pocketnest was named in FastCo's roundup of the most innovative and best-designed products. 🤩 We're among 4 other finance brands, including Capital One (winner) and Visa (finalist). We're on 🔥 FIYAH 🔥 and have our incredible team to thank! Read more 👇 #innovationbydesign #designthinking #fintech #bankinginnovation #credituniontech #techstartup #innovation #design #userexperience #financialwellness

Empowering Female Founders in Fintech! 👏 Jessica Willis was invited to participate in the Female Founders Panel—alongside some incredible female industry leaders—about overcoming challenges women face in fintech and how innovation can drive meaningful change. Curious about how female founders are shaking up the status quo? 🤩 Check out the blog here: https://bit.ly/3AioU9t

We're big fans of #Detroit . And, we're even bigger fans of Detroit innovators! 🪄 Jessica Willis was invited to present at Detroit Homecoming 2024, and showcased how Pocketnest is revolutionizing financial wellness for everyday people like you and me. From Motor City roots to nationwide impact, we're on a mission to make financial planning accessible and fun for everyone. Curious about our journey and what's next? Get the scoop! https://bit.ly/4gVNIof #DetroitHomecoming2024 #FinTech #FinancialWellness

AI is reshaping financial advising! 🤖💰 Our latest blog explores how AI-powered fintech is revolutionizing the industry: 🎯 Personalized financial guidance at scale 🕵🏻 Enhanced risk assessment and fraud detection 🤖 Building a 360° Client Profile ⛓ Connect with a new generation of clients Curious about the future of AI in finance? Check out our full insights to learn more and stay ahead of the times! 👇 https://bit.ly/3XGhO69 #AIinFinance #FintechInnovation #FinancialPlanning

🚨 Employee turnover—yikes. Financial stress is one of the sneakiest culprits! 😰 Studies show employees worry 5x more about their finances than anything else—physical, mental, or social health combined. The fix? Tailored financial wellness benefits! When companies offer financial wellness tools (*cough cough* 👉 Pocketnest) to help employees, everyone wins. 💸🧠 ✅ Boost job satisfaction ✅ Lower turnover ✅ Build stronger, loyal teams Dive into how financial wellness is changing the game for retention and productivity.👇 https://bit.ly/3ZnXcSJ

✨Top 3 Game-Changers for Credit Unions✨ We recently hung out with our industry leader pals at the Reseda Group Summit in #Detroit to chat about the future of fintech and financial wellness. Pocketnest’s own Michael Dery took the stage to drop some fintech knowledge—and walked away with some insights, too. Here are our top 3️⃣ insights: 🤖 Use AI and AI-powered innovations to transform member experience ✌🏼 Integrate advanced technology with personalized member experiences 📲 The right fintech solutions can help both big and small credit unions—find which one is right for you and your growth plans Curious about how these insights might shape how your credit union will continue to grow and evolve? Peep our blog 👉 https://bit.ly/3ZCjGPQ #Pocketnest #Fintech #FinancialWellness #ResedaSummit2024

Hot off the presses!🗞️ DBusiness highlights Pocketnest's AI financial companion, Birdie, with high praise. Our AI-powered financial wellness coach is making waves in the fintech world. Birdie helps users tackle their finances with personalized guidance and of course, a dash of humor. Want to see what all the fuss is about? 👀 Check out the full article discover how Birdie is revolutionizing financial wellness for individuals and businesses alike. Read all about it 👉 https://bit.ly/3XVV9nT #FinancialWellness #AITechnology #Fintech

🌟 Celebrating Team Spirit! 🌟 This past weekend, our EVP of Sales, Michael Dery , got to take on our Community Financial Credit Union pals at their Pickleball Tournament. We came home with the bronze! 🥉 A huge thank you to Christina Landstrom and Community Financial Credit Union for the invitation and for being such pickle-tastic partners. 🥒 Cheers to many more fun outings and all the greatness ahead.

Have a listen to today's bite-sized chat! 🎧 Lee Jelenic of United Wholesale Mortgage shares best practices for lenders to leverage #tech to reach the nextgen. ▶️ Tune in now! (Psst, it's only 10 minutes!) - Pocketnest Podcasts https://bit.ly/3TgDcxj #fintech #bankinginnovation #wealthmanagement #mortgagebroker #fintechforlenders #lenders #broker #brokerdealer

The future of employee benefits is HERE! 🚀 Discover how fintech solutions, such as Pocketnest, are revolutionizing workplace perks and empowering employees to take control of their financial well-being. From AI-driven financial planning to customized savings programs, learn about the innovative benefits that are reshaping the modern workplace. Read our latest insights piece to explore: 🎯 The shift towards personalized financial wellness programs 🤖 How AI and machine learning are transforming benefits 💼 The impact of these changes on employee satisfaction and retention Don't miss out on this insightful look into the future of employee benefits. Check out our blog post now: https://bit.ly/3B9OSf6 #EmployeeBenefits #FintechInnovation #FinancialWellness

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