Delivering AI-driven financial guidance to empower communities
GreenPath Financial Wellness partners with woman-founded financial wellness platform Pocketnest to make hyper-personalized financial wellness more accessible.
“GreenPath and Pocketnest share fundamental values of bringing financial wellness to the masses and supporting people in their financial journey,” said Kristen Holt, president and chief executive officer, GreenPath Financial Wellness. “Partnering with Pocketnest is a natural fit.”
Pocketnest is committed to the credit union industry, with demonstrated success in improving member financial wellness and identifying ~$4,270 in credit union revenue per member. The fintech boasts integrations and relationships with some of the largest digital banking providers and has 50 enterprise clients, including some of the nation’s biggest and most innovative credit unions like MSU Federal Credit Union, Community Financial Credit Union, and Lake Trust Credit Union.
“We’re longtime fans of GreenPath and are combining efforts to make deep impacts for those who need financial wellness the most,” said Jessica Willis, CEO and founder, Pocketnest. “Our platform combines the curricula of the Certified Financial Planning Board (CFP) and Certified Private Wealth Advisor program (CPWA) with the digital efficiency of generative AI to bring users custom financial insights and actionable next steps to secure financial wellness.”
Pocketnest is a comprehensive financial wellness platform that makes hyper-personalized financial education more accessible to the masses. Built on the CFP curricula and leveraging behavioral science and generative AI, Pocketnest delivers instant, tailored financial guidance to users. It also provides financial institutions with crucial member data and insights to drive timely, meaningful connections and engagements. The platform is SOC II Type 2 compliant, has completed a Pen-Test, and is trusted by more than 50 enterprise institutions.
This partnership leverages the strengths of GreenPath and Pocketnest to make comprehensive financial wellness resources more accessible to the masses.