CU Solutions Group and Pocketnest partner to help credit unions deliver financial budgeting and goal-setting resources through a simple and engaging white-label mobile app

LIVONIA, MI (September 9, 2020) — 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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About CU Solutions Group

Headquartered in Livonia, Mich., CU Solutions Group is an award-winning credit union service organization that offers products and services in the areas of technology, marketing, HR performance and strategic advisory. The organization is home to national credit union—focused brands including Love My Credit Union Rewards, Save to Win, MemberXP, CUBE TV Studios, Compease and Performance Pro. The company has more than 100 investors comprised of credit unions, credit union leagues and credit union system organizations and maintains strategic partnerships with Intuit TurboTax®, GSTV and CU Risk Intelligence. For more information, visit

About Pocketnest

Pocketnest, Inc.™ is a Michigan-based company that creates deeper connections between people and their financial institutions to help them achieve financial wellness. The platform, made by and for millennials and Gen-Xers, brings institutions rich member data and insights to reach younger audiences more efficiently, serve more people, identify more cross-sell opportunities, and promote holistic financial wellness. Pocketnest licenses its comprehensive financial planning software to institutions like banks, credit unions, investment advisors, 401k plan sponsors and employee wellness platforms. Learn more at


Nick Olexa, Vice President of Marketing, CU Solutions Group

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