AlumniFi Members Build Savings and Add Products with Pocketnest

Analysis finds product adoption and savings growth following members' Pocketnest registration

EAST LANSING, Mich., Sept. 30, 2026 /PRNewswire/ -- Pocketnest, the embedded financial wellness platform helping financial institutions deliver whole-financial-life guidance at scale, today announced strong product adoption and savings trends among AlumniFi members following their registration for Pocketnest.

"We partnered with Pocketnest to bring our members meaningful tools, and the savings growth we've observed following registration is encouraging," said April Clobes, president and CEO, AlumniFi. "The platform better positions us to add value beyond members' initial transactions and give them confidence in managing their finances."

Following Pocketnest's integration with Nymbus, AlumniFi's digital banking platform, average daily member registration increased more than eightfold. Registrations remained elevated for the following months, showing the value of making financial wellness readily available within the digital banking experience.

An analysis of anonymized AlumniFi member data also found measurable product adoption and savings growth:

• 8.3 percent of members who only had a membership account when they registered for Pocketnest later added a checking account, savings account, or both within a median of 15 days of registration
• 57 percent of savings accounts¹ increased balances at approximately 90 days
• Savings balances² grew by an average of 8 percent at 90 days

"We exist to help members with what matters next, and these findings show what can happen when financial wellness becomes an integral part of members' digital banking experience," said Jessica Willis, CEO and founder, Pocketnest. "Pocketnest helps credit unions like AlumniFi turn whole financial life context into manageable next steps—creating more value for members and a more meaningful role for their financial institution."

The platform brings together whole financial life planning, behavioral science, and personalized digital guidance to help members navigate everything from budgeting and debt to savings, retirement, and estate planning. Pocketnest transforms each member's financial life into customized recommendations, educational guidance, goal tracking, and dynamic to-do lists that evolve as their financial lives change.

Using Pocketnest, financial institutions gain actionable insights to identify member needs, personalize engagement, and uncover cross-sell revenue opportunities—while supporting measurable improvements in member financial wellness.

Pocketnest is available to financial institutions nationwide and currently integrates with Nymbus, Tyfone, CU*Answers, and Lumin Digital, with additional integrations launching soon.

¹Savings accounts with sufficient balance history
²Excludes the highest and lowest 5% of balance changes

AlumniFi is a digital-first banking brand created by Michigan State University Federal Credit Union (MSUFCU). AlumniFi offers high-yield savings, fee-free checking, and tech-forward tools to help people simplify their finances and build confidence with every money move. AlumniFi deposits are federally insured by NCUA.

Pocketnest, Inc.^™ is an embedded financial guidance platform for financial institutions and the platforms that serve them. Using context from across the whole financial life, behavioral science, connected data, and institution-controlled technology, Pocketnest turns financial complexity into manageable next steps and trusted connections. Its white-label experience helps credit unions, banks and financial professionals provide more relevant support inside the relationships people already trust. Pocketnest is an NCUA-registered credit union service organization and was acquired in 2025 by Reseda Group—a wholly owned CUSO of MSU Federal Credit Union—in partnership with Maps Credit Union. Learn more at pocketnest.com.

SOURCE Pocketnest