Pocketnest
Pocketnest licenses a white labeled financial wellness platform to credit unions, banks, investment advisers, insurers, benefit providers and employers, coaching their members and…
Overview
Pocketnest licenses a white labeled financial wellness platform to credit unions, banks, investment advisers, insurers, benefit providers and employers, coaching their members and staff through ten themes of personal finance in about three minutes a week. The method is built on psychology, behavioral science and coaching rather than budgeting tools, producing actionable tasks and recommendations tailored to each user, with an AI feature delivering the personalization. It deploys inside an institution's own mobile banking application or as a standalone app under the institution's brand, and the institution's own financial products are placed directly into the coaching flow. The stated value to those institutions is personal, behavioral and financial data about their consumers, enabling wider service, cross sell identification and product distribution.
Details
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