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Michigan Credit Union League

CU Solutions Group and Pocketnest Partner to Help Credit Unions Deliver Financial Budgeting

As credit unions and consumers continue to navigate technological and generational shifts in digital banking, the need for convenient and engaging financial resources continues to grow. In response, CU Solutions Group (CUSG), a credit union service organization offering leading-edge products in the areas of technology, marketing, HR performance and strategic advisory, and Pocketnest, a Michigan-based fintech company offering comprehensive budgeting resources, announced a partnership to help credit unions simplify financial goal setting in a mobile environment.

Pocketnest offers a white-labeled, comprehensive financial budgeting tool designed to appeal to a mobile-first consumer base — especially Gen¬ X and millennial members. Built to balance effectiveness with simplicity, the application delivered through CUSG puts credit union members in the driver’s seat of their fiscal planning through a DIY process and step-by-step guidance through 10 themes of financial budgeting and goal attainment. The application’s algorithms then build unique user profiles to create recommendations customized to the member’s individual financial situation.

“We created Pocketnest to bring financial freedom, understanding and ease-of-use to the masses, while helping financial institutions connect with their next generation audience,” said Jessica Willis, founder and CEO of Pocketnest. “We believe that, with CUSG, we can revolutionize financial planning and bring credit union game-changing growth and community engagement during these uncertain times.”

A strong channel-partner in the credit union space, CUSG aligns with Pocketnest’s objective of offering innovative financial wellness tools to a large-scale audience.

“Even before the increasingly remote environment brought on by COVID-19, developing innovative mobile services has become essential for credit unions,” said Dave Adams, president /CEO of CU Solutions Group. “Our partnership with Pocketnest will help credit unions deliver a modernized and engaging experience to their members while promoting financial wellness.”

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2020-09-09 00:00:00