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Pocketnest Makes Top Fintech Shortlist

Pocketnest featured alongside top financial brands Fidelity, Empower, and Merrill 



Pocketnest featured alongside top financial brands Fidelity, Empower, and Merrill 


Corporate Insight—a competitive intelligence, research, and consulting firm to the nation’s leading healthcare, insurance, and financial services institutions—features Pocketnest in its annual report.


Pocketnest appears in a short list of employee financial wellness mobile apps alongside top financial brands—including Fidelity, Empower, and Merrill, a Bank of America company—in the Workplace Finance Monitor: Financial Wellness Mobile App report. 


The report delves into each app’s design, educational resources and formats (e.g., blog posts, videos, modules, etc.), and financial management tools—and Pocketnest does not disappoint, earning top marks in all categories. 


Hailed for its “sleek design,” Pocketnest earned notable accolades for its Transactions features, allowing users to view spending trends and top spending categories, evaluate spending habits, and discover relevant deals and discounts. 



Pocketnest financial wellness mobile app "Transaction" screens


“This level of transaction analysis is rare, especially in the employee financial wellness space.” 


The report details how Pocketnest’s content is ”notably jargon-free,” “uses emojis and colloquial language to make finance concepts more approachable,” and “leverages gamification elements to foster engagement and awards badges to participants as they complete various tasks, such as linking their accounts and engaging with content.”


Read the full report.

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