Business introduction
Discover more customers and learn more about the ones you already have
Pocketnest is a Michigan-based fintech company. We license our software to financial institutions like banks, credit unions, investment advisors, 401k providers, employee wellness platforms and other fintech companies to deliver a white-labeled comprehensive financial planning tool to your nextgen of consumer, client, member, and community, all in your company brand.
With bank-level security, the Pocketnest app puts your users in the driver seat of their own financial planning through a DIY process and step-by-step guidance through all ten themes of financial planning. We get to know your users and create recommendations customized to their unique financial situation. Allowing you, the institution to get to know them quickly and efficiently through technology.
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......
