Service CU Partners with Pocketnest to Launch Financial Wellness App for Members

PORTSMOUTH, N.H.– Service Credit Union said it has partnered with financial wellness platform Pocketnest to launch a financial wellness app called “Fin-Life.”

According to Service CU, Fin-Life is a free, downloadable app that caters to Gen Z, Millennial and Gen X audiences.

“The app uses behavioral science and psychology to help Service CU members achieve financial wellness through easy, actionable and customized to-dos,” the credit union said. “Using the Service CU Fin-Life app, members will be able to create and track a customized personal financial plan and receive guidance through ten topic areas to ensure their plans are complete, from setting a budget to planning for the future.”

Service CU added the activities take just a few minutes a week and are offered through a
“friendly, gamified approach, making financial wellness goals more realistic to achieve.”

“Improving our members’ financial well-being is crucial to what we do at Service CU, but financial planning shouldn’t be frustrating, confusing or exclusive,” said Jaime Yates, community relations manager at Service Credit Union. “Everyone should have access to a complete financial plan and we are proud to provide such access to our members.”

‘Deepening the Connection’

Pocketnest was founded in 2019 by CEO Jessica Willis and a group of Gen X and Millennial financial wellness experts to deepen the connection between people and their financial institutions to bring them financial wellness.

“Personal finance is ripe for disruption as Millennials and Gen Zers crave and expect more innovative, digital experiences from their entire world—including their credit union,” said Willis. “We created Pocketnest to bring financial wellness to the masses, while helping forward-thinking financial institutions like Service Credit Union create more powerful connections with their next-generation audience.”

The $5-billion Service CU said its Fin-Life app is separate from Service CU’s banking app, but gives members a completely secure option to integrate their banking information for a more customized experience.

Fin-Life is free to download for Apple and Android devices.

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