pocketnest

👋 🐧 Meet birdie, pocketnest’s AI that’ll revolutionize how you engage with the next-gen. We’re fusing generative AI with behavioral science to give your community hyper-personalized financial guidance! Revolutionized financial wellness. Holler at us to see for yourself! 🙋

Pocketnest 🤝 @Tyfone. We’re right where your members bank. Our newest digital banking partnership means seamless implementation for credit unions and personalized financial guidance for members. More platforms. More members. More opportunities to help.

With Pocketnest inside @cuanswers' It’s Me 247, members can turn everyday logins into meaningful next steps—and credit unions can see where they can help. The early results: 📈 Up to 6% member adoption in ~90 days 💡 $1M+ in identified cross-sell opportunities

Member progress. Credit union growth. Let’s connect the two. 📈 Tomorrow @ APEX, join Pocketnest’s Michael Dery to explore how financial edu can help members understand what comes next—and take action 📅 Thursday, October 15 | 2:30–3:30 p.m. ET 📍 Oneida/Penobscot | Mohegan Sun

What’s good for your members can be good for growth, too. 📈 At @CooperativeCUA APEX, Pocketnest’s Michael Dery will explore how financial education helps members get credit-ready, builds stronger relationships, and opens new opportunities for credit unions to serve. Join us!

We used to say “Just Google it.” ➡️ Now, it’s “Ask AI.” The way people look for answers has changed—and they’re bringing those expectations into digital banking. How is your financial institution keeping up? Read more from our latest @cusomag writeup 👉 bit.ly/3Tbr1Fy

Good things happen when the next money move is right where you bank. ✨ Pocketnest’s launch inside @AlumniFi’s digital banking experience was followed by an 8× jump in average daily registrations. Members went on to grow savings and add accounts, too. bit.ly/4hupNi1

👋 You're lookin' at proud sponsors of this week’s @Tyfone Leadership Forum! Catch Michael Dery to talk whole-financial-life guidance, deeper member engagement, and bringing it all into the digital banking experience.

🥳 Thanks to @purpose_jobs for featuring Pocketnest as a fintech company shaping the future of financial services. We’re in good company with the big dogs like Wells Fargo, Rocket Companies, and more. We're helping people make smarter money moves. 🚀 bit.ly/3SyGjDK

We won! 🏆 The 2026 Product Awards recognized our growth in AI, making financial wellness smarter, more personal, and more actionable. Thank you to @ProductsCount, @MightyCapital, and @Capgemini—you're going to love what we’re building next.

Turn member insights into high-quality, qualified leads. 🫰✨ Pocketnest identifies members with specific financial needs and connects them to the right credit union products and services—like an emergency savings account—at the right time.

Modern financial planning, made credit union simple. 💙 Pocketnest delivers a member-ready financial journey with seamless integration, a turnkey launch and personalized guidance that helps members make smarter decisions about every dollar. #CreditUnions #DigitalBanking

Personalized guidance becomes even more powerful when it leads to action. 🎬 Pocketnest helps credit unions identify what members need—and connect them to the right product at the right moment. 🫰✨ Each insight can create a meaningful growth opportunity.

Congrats to @FrankenmuthCU for earning the 2026 Finopotamus Tekkie Award for Transformative Member Experience. 🎉 We're helping turn FCU's digital banking experience into a destination for financial wellness—guiding members right where they already bank. bit.ly/4x2posl

Pocketnest gives credit unions an integration-ready financial wellness experience that launches quickly, requires minimal team lift, and meets members right where they already bank. 🏦 #CreditUnions #FinancialWellness #DigitalBanking #Fintech #Pocketnest

Bring each member a personalized financial journey—right where they already bank. 💁 Pocketnest embeds directly into your credit union’s mobile banking experience, giving members one easy access point while helping you uncover growth opportunities. #CreditUnions #DigitalBanking

Give every member a financial plan—and give your credit union more opportunities to grow with them. 🤩 The result? More confident members, stronger relationships and new paths to growth—all while supporting a financially healthier community.

Did you hear that?! 🎧 The 2026 Products That Count Awards just dropped! And yours truly was just featured as one of the most innovative and game-changing products shaping the future. Cheers to the Pocketnest crew!🫸💥🫷 bit.ly/4i2IJon

Personalization is quickly becoming the expectation in digital banking — not the differentiator. 🤩 That’s why we’re excited to see credit unions like our pals at @Day Air Credit Union investing in AI-powered experiences that adapt to members’ lives, goals, and behaviors

Say hello to our new friend! 👋 The next generation wants more than transactions and templated financial plans—they want guidance that feels personal. Purpose-driven. Actually useful. That’s why Pocketnest is proud to partner with 8:18 Wealth. Let's goooo!

The best fintech partnerships are the ones members barely notice — because everything just works. 😍 Fast implementation. Seamless integration. Native experience. Huge respect to @DayAirCU & @cuanswers for taking the leap with us. Come play with us! 👉 bit.ly/4flONHs