Members access comprehensive financial planning through the white-label mobile app
ANN ARBOR, MICH.—Pocketnest, a fintech company providing institutions and their members comprehensive financial planning, today announces its partnership with CU Solutions Group (CUSG), a service organization bringing credit unions leading-edge products and strategic advisory.
This partnership will bring credit unions digital innovation, deeper engagement with their members, a better lead generation process, and an enhanced member experience.
“Even before the increasingly remote environment brought on by COVID-19, developing innovative mobile services has become essential for credit unions,” said Dave Adams, president and CEO, CUSG. “Our partnership with Pocketnest will help credit unions deliver a modernized and engaging experience to their members while promoting financial wellness.”
Pocketnest offers a white-labeled, comprehensive financial planning tool designed to appeal to a mobile-first consumer base—especially Gen X and millennial members. The platform, delivered by CUSG, guides users through all areas of personal financial health and education in a DIY and step-by-step approach. Pocketnest puts users in the driver’s seat of their financial planning, equipping them with the tools they need for financial freedom. Meanwhile, it enhances the relationship between the credit union and their members, making cross-sell opportunities more organic, relevant and timely.
“We created Pocketnest to bring financial freedom, understanding and ease-of-use to the masses, while helping financial institutions connect with their next generation audience,” said Jessica Willis, founder and CEO, Pocketnest. “We believe that, with CUSG, we can revolutionize financial planning and bring credit union game-changing growth and community engagement during these uncertain times.”
A strong channel-partner in the credit union space, CUSG aligns with Pocketnest’s objective of offering innovative financial wellness tools to a large-scale audience.
For more information, visit: CUSolutionsGroup.com/Technology-Solutions/Pocketnest
Pocketnest, Inc. is a Michigan-based company that creates deeper connections between people and their financial institutions to help them achieve financial wellness. The platform, made by and for millennials and Gen-Xers, brings institutions rich member data and insights to reach younger audiences more efficiently, serve more people, identify more cross-sell opportunities, and promote holistic financial wellness. Pocketnest licenses its comprehensive financial planning software to institutions like banks, credit unions, investment advisors, 401k plan sponsors and employee wellness platforms. Learn more at Pocketnest.com.
Interested in bringing Pocketnest to your community? Request a demo!
About CU Solutions Group:
Headquartered in Livonia, Mich., CU Solutions Group is an award-winning credit union service organization that offers products and services in the areas of technology, marketing, HR performance and strategic advisory. The organization is home to national credit union-focused brands including Love My Credit Union Rewards, Save to Win, MemberXP, CUBE TV Studios, Compease and Performance Pro. The company has more than 100 investors comprised of credit unions, credit union leagues and credit union system organizations and maintains strategic partnerships with Intuit TurboTax®, GSTV and CU Risk Intelligence. For more information, visit CUSolutionsGroup.com.