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The Roadmap to Seamless Integration: Onboarding Your Company and Community with a Financial Wellness Platform

Updated: Jun 10


onboarding with pocketnest


Integrating a new financial wellness platform into your company sets the stage for future success for both your team and community. Beyond the technical setup, it marks the beginning of a long-term relationship between your institution, your community, and the technology that will boost their financial wellness. A thorough onboarding process influences everything from adoption rates and engagement levels to overall community satisfaction—and not to mention, your bottom line.


Pocketnest has a unique approach to onboarding new clients, featuring tools and assets that ensure a smooth integration.



Ensuring Success With Thoughtful Onboarding


Onboarding sets the tone for your community’s experience with financial wellness fintech, laying the foundation for:


  • High adoption and engagement rates: Help users understand and use the product effectively.

  • Increased client satisfaction: Provide personalized support and address users’ needs from the start.

  • Success of the services implemented: Ensure users are well-prepared and confident in using the tool.



Onboarding With Pocketnest featured graphic
Sample Pocketnest engagement report

Understanding the importance of these outcomes, Pocketnest has designed an onboarding process that simplifies integration, maximizes the effectiveness of our financial wellness platform, and provides ongoing technical support, customer service, marketing and engagement resources, and best practices throughout the entire process.



graphic of the onboarding timelines

Tried and True: How We Onboard You to Pocketnest’s Financial Wellness Platform


We meticulously deploy our onboarding process over several months, with each step providing tailored assets and support to ensure you and your community maximize the platform's potential.


We believe in continuous support, providing resources that serve your institution’s needs and the ever-evolving financial wellness landscape.














Assets to Guide Your Onboarding


We provide both digital and onsite resources to support your team’s and community’s onboarding, from initial adoption to ongoing engagement. We dive into them below.



Getting to Know Pocketnest


Initially, we introduce Pocketnest through a series of well-structured training and internal communication tools:


  • Demo video: Provides a thorough introduction to Pocketnest, showcasing its features and functionalities.

  • Leadership messaging: Content to share with your leadership team and support staff ahead of launching the platform to your community.

  • FAQ: Offers clear answers to common questions about Pocketnest, facilitating a better understanding of its services.

  • Talking points: Essential information to help you effectively communicate Pocketnest’s advantages and how to download it.

  • Training materials: Comprehensive online resources and modules for detailed learning about our platform.

  • Email templates: Ready-to-use templates to announce the launch and maintain ongoing engagement.



Digital Marketing Assets


For smooth integration and ongoing engagement, we offer digital marketing assets for your website:


  • Digital Banners for eye-catching graphics that promote Pocketnest on your website, driving adoption and boosting user engagement.

  • Blogs: Informative posts helping to educate your audience on Pocketnest and drive traffic to your site.



Onsite Resources


Lastly, if your team or practice works in person, we provide not-to-be-missed info and reminders to display throughout your office space.


  • 1-pagers for quick, digestible information.

  • Onsite video to engage and inform visually.

  • Posters for constant, visible reminders.

  • Tabletop displays for interactive and engaging information sharing.




Tailored Support for Diverse Industries


We recognize that our clients aren't one-size-fits-all. To accommodate the varying needs of our employee wellness, large and small financial clients, we incorporate a few adjustments.



Employee Wellness


  • Benefits portal, a centralized platform for internal communication, enhancing employee engagement and providing easy access to resources.

  • HR email campaign: Customized emails to get your team ready for integration, ensuring a smooth transition.


All assets provided are Pocketnest-branded. 




Large Financial Institutions


For financial institutions, we also create:


  • Landing pages: Professionally designed pages to capture leads and convert visitors, highlighting the features and benefits of Pocketnest.

  • Mobile and online banking advertisements: Engaging ads to enhance and simplify the user experience.

  • Social media assets: Tailored graphics and content for social platforms to increase brand awareness and foster community engagement, connecting you directly with your audience.


All assets are white-labeled, displaying your logo and branding.



Smaller Financial Practices and Independent Professionals 


  • Landing pages: Professionally designed pages to capture leads and convert visitors, highlighting the features and benefits of Pocketnest.

  • Social media assets: Tailored graphics and content for social platforms to increase brand awareness and foster community engagement, connecting you directly with your audience.


All assets are Pocketnest branded unless the client opts to upgrade to our white-labeled offering. 



Onboard with Us


From the initial steps of getting to know Pocketnest, through the launch and beyond, we're committed to being a partner in your success. Our onboarding process is a testament to our dedication to exceeding your needs.


Got questions or need extra help? Feel free to contact us anytime! We're here to support you in integrating a financial wellness platform into your company. Navigating finances can be tricky, but think of us as your personal guide, here to make the process lighter, easier, and even a bit fun as you and your community become more financially savvy.

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