White-labeled experience
Launch a financial wellness platform that's wholly in your brand, from the first login to the last tap.
Marketing assets are included to drive adoption and engagement under your name.
Make every financial relationship more useful.
Pocketnest helps financial institutions and their platform partners support people across their whole financial life.
See how
Our Partners
How we help
Platform Partners
Add financial guidance without building it from scratch.
Give your financial-institution clients guidance they can offer through their own brands. Pocketnest combines financial context, practical education and manageable next steps.
Add a specialized guidance capability to your platform and help your clients support more of the decisions people face. Their institutions remain at the center of the experience.
Explore the deployment options available for your platform and the institutions it serves.
Credit unions
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Banks
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Financial planning and wealth
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Why Pocketnest
Mobile and web-accessible
The complete platform lives in your app and on the web, with the same polished experience on both.
It's free to your members, so there's no barrier to getting started.
Plaid integration
When members link every account, checking to investments, you finally see their whole financial picture.
That complete view powers sharper insights, education, and next steps.
FinGoal find money integration
Help members spot savings in the purchases they already make every day.
A smarter coffee, a better price, a little more in their pocket next time.
Personalized products
Go beyond demographics with a trait system built on real financial behaviors, goals, and life stages.
Connect the right member with the right solution at exactly the right moment.
Matson integration
Pre-load what you already know about your clients so the app is ready the moment they arrive.
Members skip redundant prompts, and your data stays clean and complete.
Data aggregation
Move past account balances to understand how your community thinks about money, plans, and prepares for what's next.
Behavior, goals, and life events come together in one place.
Embedded SSO
Give members seamless access to Pocketnest right from your digital banking, with no separate login.
Launch quickly with minimal implementation effort.
CRM & API integration
Turn member insights into qualified cross-sell leads that flow straight into your CRM.
Your team can prioritize outreach and start more relevant conversations with confidence.
The Pocketnest Platform
Help people connect the pieces.
A new job can change a budget, retirement savings and insurance. Pocketnest brings those connected priorities into a guided experience, helping people see what needs attention and what step they can take next.
Let us reach out to you
Tell us about your organization and the people you serve. We’ll explore where Pocketnest could fit.
