meet birdie

generative AI + behavioral science
delivering hyper-personalized financial guidance

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

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.

3

4

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.

Get a Quote

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

meet birdie

give the next-gen what they expect—timely, personalized, and relevant interactions.

3

4

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.

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.