

A Guide to Financial Wellness Platforms for Independent Financial Advisors
In financial services, success hinges on a comprehensive approach to financial planning that's data-driven and deeply personal
5 min read


Top Benefits of Fintech for Financial Institutions
How Pocketnest, a white-label financial wellness app, can boost your digital strategy, operations, and user experience
3 min read


Michigan’s Female Founder to Know
Purpose Jobs features Pocketnest Founder and CEO, Jessica Willis, as a top female founder to know
1 min read


Filene Runs Pocketnest Pilot with Top Credit Unions
Full report on how Pocketnest helps boost credit union member experience and engagement
1 min read


Finopotamus Features Pocketnest in First-Ever Video Series
Jessica Willis participates in inaugural financial education panel with other fintech experts
1 min read


Increase Your CRA Rating with Pocketnest
A community development service to close your bank's community's financial education gap, while maintaining your CRA program
2 min read


Why Financial Institutions Partner with Pocketnest
Identify cross-sell revenue and engage with the nextgen—all while bringing your community financial wellness
3 min read


Credit Union Digital Strategy Live Panel
Watch credit union experts as they discuss how to optimize digital strategy and use fintech to boost non-interest income
2 min read


Welcome Noah, Sales Development Representative
Pocketnest adds yet another fintech aficionado to its business development squad, Noah Chimpouras.
1 min read


Welcome Joe, Sales Development Representative
Pocketnest scoops another sales dynamo with a decade of sales experience and passion for finance, Joe Shamoon.
1 min read


Pocketnest Triples Sales Team
Pocketnest triples sales team by snagging two expert tech sales development representatives to explode sales.
2 min read


Pocketnest Named Best Place to Work
Purpose Jobs names the fintech a top place to work for its award-winning employee wellness offerings, company culture, and work-life balance
2 min read


10 Tax Hacks for Your Busy Life
Simple #lifehacks to get yourself organized for annual tax prep
5 min read


Pocketnest Makes Top Fintech Shortlist
Pocketnest featured alongside top financial brands Fidelity, Empower, and Merrill
1 min read


Employee Wellness Live Panel
Watch now as employee wellness experts discuss the future of wellness, employee benefits, fintech, and more
2 min read


Why Comprehensive Financial Planning Matters
Pocketnest will help your community understand personal financial planning as much more than retirement savings and monthly budgets
5 min read


Pocketnest Named Top Startup for 2024
Purpose Jobs names the venture-backed fintech startup in its 2024 roundup of top startups
2 min read


Pocketnest Featured in Filene Panel
CEO Jessica Willis Shines on the i2 Entrepreneurial Leader Panel.
2 min read


Business+Tech at the University of Michigan Features Pocketnest
Unlocking the Power of User-Centered Design: Insights from Erwin Kim at the +Tech Innovation Jam hosted by Business+Tech University Michigan
4 min read


Pocketnest Deploys AI to Simplify Financial Planning
Pocketnest kicks off AI project with guidance from Google, IBM
2 min read
