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Filene Runs Pocketnest Pilot with Top Credit Unions

Updated: Feb 29

Full report on how Pocketnest helps boost credit union member experience and engagement


Full report on how Pocketnest helps boost credit union member experience and engagement


How does your financial institution—whether a credit union, wealth advisor, bank, or otherwise—relate to the next generation? How do you create loyal, long-lasting, and productive relationships with current and prospective members?


Filene Research Institute's lab—The Lab at Filene —invited Pocketnest to participate in its credit union pilot program to test our financial wellness app as a solution to help credit unions boost member engagement, identify cross-sell revenue opportunities, and increase member financial wellness.


“As a CUSO, we're deeply connected to credit unions and their pain points, and are committed to helping them grow their business and value—all while bringing their community financial wellness," said Jessica Willis, founder and CEO, Pocketnest. "We're grateful to Filene for helping us reach a broader audience as we scale our team and grow our product to help credit unions boost their digital strategy, reach and engage with millennials, and identify more cross-selling and deposit opportunities."


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