Insights

Nest Tips + Publicity

5 min read

The Future of Finance: How AI-Powered Fintech is Revolutionizing Financial Advising

The future of finance is here with AI-powered fintech like Pocketnest. Learn how it’s transforming financial advising.

5 min read

How Financial Wellness Benefits Can Reduce Employee Turnover

Learn how investing in employee financial wellness benefits like Pocketnest can help reduce stress and increase employee productivity.

3 min read

The ROI of White-Label Financial Wellness Software for Financial Institutions

Learn how white-label financial wellness software like Pocketnest boosts can boost financial institutions’ ROI.

8 min read

A Credit Union’s Guide to the Next Generation

An analysis of the McKinsey & Company white paper about fintech and its role in the future of credit unions

4 min read

The Future of Employee Benefits: Integrating Personalized Fintech Solutions

See how personalized fintech solutions like Pocketnest are transforming employee benefits and attracting the next-gen.

2 min read

Pocketnest Introduces AI-Powered Financial Companion

Fintech announces Birdie, the groundbreaking generative AI designed to transform how financial institutions engage with next-gen communities

4 min read

Unlocking Growth Potential with Pocketnest

Explore how credit union fintech drives growth and member engagement in a competitive market

2 min read

Pocketnest Shines in Filene Case Study

Filene Research Institute case study with Pocketnest showcases how fintech revolutionizes credit union engagement with next-gen members

3 min read

The Roadmap to Seamless Integration: Onboarding Your Company and Community with a Financial Wellness Platform

Onboarding is the key to success in financial wellness platform integration. Learn about Pocketnest’s proven process here.

5 min read

Why HR Should Invest in Financial Wellness

How Pocketnest helps employee wellness programs increase employee recruitment, retention, and productivity

5 min read

How to Optimize Your Digital Strategy

A guide to innovating your financial institution’s digital road map using the Pocketnest financial wellness platform

5 min read

Cost Effective Transformation: White-Label Fintech for Financial Advisors- 7 Key Considerations

White-label fintech can be a cost-effective and game-changing solution for financial advisors. Before you invest, here are 7 considerations.

5 min read

A Guide to Financial Wellness Platforms for Independent Financial Advisors

In financial services, success hinges on a comprehensive approach to financial planning that's data-driven and deeply personal

3 min read

Top Benefits of Fintech for Financial Institutions

How Pocketnest, a white-label financial wellness app, can boost your digital strategy, operations, and user experience

1 min read

Filene Runs Pocketnest Pilot with Top Credit Unions

Full report on how Pocketnest helps boost credit union member experience and engagement

2 min read

Increase Your CRA Rating with Pocketnest

A community development service to close your bank's community's financial education gap, while maintaining your CRA program

3 min read

Why Financial Institutions Partner with Pocketnest

Identify cross-sell revenue and engage with the nextgen—all while bringing your community financial wellness

2 min read

Credit Union Digital Strategy Live Panel

Watch credit union experts as they discuss how to optimize digital strategy and use fintech to boost non-interest income

2 min read

Employee Wellness Live Panel

Watch now as employee wellness experts discuss the future of wellness, employee benefits, fintech, and more

5 min read

Why Comprehensive Financial Planning Matters

Pocketnest will help your community understand personal financial planning as much more than retirement savings and monthly budgets