Reseda Group, a wholly owned credit union service organization of MSU Federal Credit Union (MSUFCU), has partnered with Maps Credit Union to acquire Pocketnest. This AI-powered financial wellness platform leverages behavioral science and generative AI to deliver personalized, holistic financial guidance.
Pocketnest helps members improve financial wellness across ten areas, including budgeting, debt management, insurance, retirement, estate planning, and tax preparation. The acquisition enables Reseda Group and Maps Credit Union to enhance member experiences and deliver scalable, AI-driven tools that promote long-term financial health.
The collaboration will allow credit unions to shift from transaction-based experiences to wellness-first engagement, prioritizing education and empowerment before recommending financial products. Pocketnest also provides financial institutions with actionable data and analytics to inform strategy and unlock new revenue streams. On average, Pocketnest boosts member financial wellness by 57% and reveals millions of dollars in cross-sell opportunities for its partners.
KEY QUOTES:
“Together, we’re developing the future of banking, giving members easier access to financial insights and straighter paths to financial freedom — and Pocketnest’s technology is significant to our future innovation.”
April Clobes, President and Chief Executive Officer, Reseda Group and MSU Federal Credit Union
“At Maps Credit Union, we’re always looking for innovative ways to enhance the member experience. Partnering with Reseda Group and Pocketnest allows us to prioritize our members’ financial well-being like never before with an AI-driven platform to help them build a solid financial foundation, equipping them with the knowledge and tools they need to succeed.”
Mark Zook, President and Chief Executive Officer, Maps Credit Union
“Joining forces with Reseda Group and Maps Credit Union is the best opportunity for hyper personalized AI banking to create meaningful impact in the industry. Together, we’re creating a new way to bank, using AI-driven personalization at scale to make financial wellness accessible and engage the next generation. Over the past five years, our small yet mighty team of nine has crushed every challenge — ranging from runway pressures to technical debt — with a ‘David vs. Goliath’ mindset, turning resource constraints into catalysts for creativity. And we will continue this resilience alongside some of the biggest innovators in our industry.”
Jessica Willis, Founder and Chief Executive Officer, Pocketnest
