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Meet Birdie: AI Financial Companion

Updated: Aug 2

Ask detailed financial questions for advice tailored to you, your financial situation, and preferences


Ask detailed financial questions for advice tailored to you, your financial situation, and preferences

Meet Birdie, your all-new AI-powered financial companion within the Pocketnest app.


Birdie will revolutionize how you manage your finances, making it easier and more engaging than ever before.


Have you ever wished for a personal finance education and tips available 24/7? That's exactly what Birdie offers. Simply type in your financial questions, and Birdie will provide tailored education based on your unique financial situation, linked accounts, and preferences. Whether you're wondering about retirement savings, budgeting tips, or investment strategies, Birdie has you covered.


What makes Birdie special? Birdie combines advanced AI technology with behavioral science to deliver insights that are truly relevant to your financial journey.





Here's how you can make the most of AI-powered finances with Birdie


  1. Ask anything: From simple queries to complex financial dilemmas, Birdie is ready to help.

  2. Get personalized advice: Birdie considers your unique financial situation for tailored recommendations.

  3. Learn as you go: Birdie explains financial concepts in simple terms, boosting your financial literacy.

  4. Stay on track: Regular check-ins with Birdie can help you stay focused on your financial goals.

  5. Integrated into the Pocketnest app: Access Birdie within your Pocketnest app



Birdie is more than just a feature – it's your partner in financial wellness. It's designed to make financial planning accessible, engaging, and almost addictive.


Ready to experience the future of financial planning? Update your Pocketnest app today and start chatting with Birdie. Your journey to financial independence just got a whole lot easier—and more fun!



Disclaimer: Birdie is not available to all users. Don't see it in your app? Ask your institution for access.

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