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Birdie revolutionizes how financial institutions engage with the
next-gen to bring them time-sensitive value and relevant product offerings. Powered by Pocketnest, and included in the app experience, Birdie leverages advanced AI and behavioral science to deliver users
hyper-personalized financial guidance.
how it works
Advanced AI and behavioral science
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Hyper-personalized financial education
Simple, yet detailed
user experience
Better engagement, deeper trust
give the next-gen what they expect—timely, personalized, and relevant interactions.
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Join the financial revolution.
Guide your community to true financial independence—plus, create deeper connections that drive sustainable growth. Let's reshape financial futures together.
SOURCES
PriceWaterhouseCoopers Global Private Banking/Wealth Management Survey
Financial Advisor Magazine, More Younger Millionaires Emerge October 2017
Ernst & Young, The Next Generation of Financial Advisors
New York Times, Americans Are Clueless When It Come to Personal Finance
MetLife 2020 Employee Benefits Survey