Birdie™ to revolutionize
financial institutions' digital strategy
DETROIT, July 30,
2024 /PRNewswire/ -- Pocketnest, the woman-founded
financial wellness platform, announces the launch of Birdie,
its groundbreaking generative AI designed to transform how
financial institutions engage with Millennial and Gen X
communities.
Birdie represents a significant leap forward in Pocketnest's
mission to empower financial institutions with cutting-edge
technology that guides digitally-native communities toward
financial independence through personalized guidance.
"Especially with the addition of Birdie, Pocketnest
revolutionizes the financial services industry by making
hyper-personalized financial education more accessible," said
Jessica Willis, CEO and founder of
Pocketnest. "This innovation embodies our commitment to
continuously evolve to meet the next generation's needs, and
importantly, bring institutions key client insights and
cross-selling opportunities."
Built on Pocketnest's foundation of behavioral science and
advanced AI, Birdie provides instant, tailored financial guidance
by integrating users' linked bank accounts, financial data,
behavioral tendencies, and preferences. Users can simply type
prompts like "How much should I save for retirement?" to receive
customized education that aligns with their unique financial
situations, personal banking and investment accounts, and
goals.
"Birdie represents a game-changing opportunity for financial
institutions to deepen engagement with their digitally savvy
community," said Ben Maxim, Chief
Operating Officer at Reseda Group and Chief Innovation Officer at
MSU Federal Credit Union. "It's not just an AI tool—it's a digital
financial advisor that grows with members, fostering financial
literacy and empowerment."
For financial institutions, Birdie offers:
- 24/7 personalized financial guidance for their community
- Strengthened position as a trusted financial partner
- Enhanced ability to meet the evolving needs of Millennials and
Gen X
- Differentiation in a competitive market
- Key client insights to drive cross-selling revenue
opportunities
Birdie's launch follows Pocketnest's remarkable success over the
past 12 months, including a 469 percent increase in total contract
value and a 49 percent growth in new clients. The company's
innovative approach has earned praise from industry leaders and
resulted in significant improvements in financial wellness for
partner institutions' users.
With the introduction of Birdie, Pocketnest continues to pioneer
the future of financial services, making financial planning
accessible, engaging, and almost addictive for the digital
generation.
Pocketnest, Inc.™ is the pioneering force
driving digital innovation in the financial services industry. The
premier white-labeled, AI-enabled platform empowers financial
institutions and employers to cultivate deeper connections with
digitally native Millennial and Gen X clients through personalized
financial education, advice, and tools. By translating each user's
unique situation into hyper-personalized digital experiences,
Pocketnest helps institutions guide their community toward
financial independence, build trust and loyalty, and foster
enduring relationships—while identifying millions of dollars in
cross-sell revenue opportunities. Launched in 2019, the fintech is
Google- and IBM-accelerated and is featured in Fast
Company's Innovation by Design Awards.
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SOURCE Pocketnest