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CU Solutions Group (CUSG) and Pocketnest announced a new partnership to help credit unions expand their mobile-first membership who need help setting financial goals.
CUSG, a CUSO based in Livonia, Mich., and Pocketnest, a Michigan-based fintech company, unveiled their new partnership last week. According to the announcement, "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," Jessica Willis, founder and CEO of Pocketnest, said. "We believe that, with CUSG, we can revolutionize financial planning and bring credit union game-changing growth and community engagement during these uncertain times."
According to CUSG, this partnership decision became especially necessary as the coronavirus hit the U.S. earlier this year.
"Even before the increasingly remote environment brought on by COVID-19, developing innovative mobile services has become essential for credit unions," Dave Adams, president/CEO of CUSG, said. "Our partnership with Pocketnest will help credit unions deliver a modernized and engaging experience to their members while promoting financial wellness."
Both organizations agreed that this decision creates a "strong channel-partner in the credit union space" as "Pocketnest's objective of offering innovative financial wellness tools to a large-scale audience" fits well with CUSG's mission.
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Michael Ogden
Editor-in-Chief at CU Times. To connect, email at [email protected]. As Editor-in-Chief of CU Times since 2016, Michael Ogden has led the editorial team in all aspects of content strategy and execution, including the creation of the publication’s exclusive and proprietary research database of the credit union industry’s economic landscape. Under Michael’s leadership, CU Times has successfully shifted to an all-digital editorial product with new focuses on the payments, fraud, lending and regulatory beats. Most recently, he introduced a data-focused editorial product for subscribers that breaks down credit union issues into hard data, allowing for a deeper and more factual narrative for readers. In 2024, he launched the "Shared Accounts With CU Times" podcast, which offers a fresh, inside-the-newsroom perspective through interviews with leaders from the credit union industry and the regulatory world. He dives into pressing credit union issues, while revealing the personalities working behind-the-scenes to push the credit union world forward. His background includes years as a radio and TV anchor/reporter and a public relations and digital/social media manager, where he covered the food and music industries, as well as cooperatives and credit unions. Over the years, he has launched numerous exclusive video and podcast series, including a successful series of interactive backstage interviews with musicians at music festivals, showcasing his social media and live streaming production skills.
