Business introduction
The nextgen's path to financial wellness. Your path to more insights
We're financial wellness experts
We know personal finance like the back of our hands. And, we know millennials and Gen-Xers pretty darn well—because we ARE them! We know what makes the nextgen tick, what banking innovation they crave, and the personal finance gaps they have.
Pocketnest is a white-label financial wellness platform that coaches millennials and Gen-Xers to financial wellness. It brings financial institutions rich data and insights to identify cross-sell opportunities, and helps employee wellness programs boost recruitment, retention and productivity.
Pocketnest Solutions
Pocketnest
Financial planning made easy Personal financial planning should be simple and thorough. It’s not. Serving the next generation of consumers should be straightforward. It’s not. We’ve created something better. We deeply understand millennials and Gen X. We seamlessly integrate with banks, advisors and credit unions. We make your relationship with your customers stronger. We’re the first and only financial app of its kind. Cue the......
