The main goal of Pocketnest is to provide members with gamification associated with financial wellness, and to data mine the detail that members provide during their budgeting, etc. experiences. This project develops an SSO option for members to click a link in online banking and jump to a site provided by Pocketnest where members will be able to gain financial guidance through a third party service.
How to get started:
- We developed a simple landing page module with a button to initiate the SSO.
- The module is available for both It’s Me 247online/mobile banking
- Location of the link can be customized via CU Publisher
- Pocketnest uses Plaid for their account aggregation features/budgeting features.
- When the member clicks the link, Pocketnest’s user interface will launch.
- Normal timeframe for completion is 4 to 6 weeks from the time approved quote is received.
