For credit unions, banks & wealth managers
For credit unions, banks & wealth managers
AI for financial institutions.
Built around families.
Launch debit cards, nest eggs, family goals and gifting under your brand, with Seb, NestiFi’s own AI agent, supporting your team and your families at every step.
WHAT NESTIFI DOES FOR YOU
Grow the family relationship, not just the account.
A branded family app for your members and customers, and an AI workspace for your team, both powered by Seb. Together they help you win the next generation, grow family deposits and keep the relationship when wealth moves.
WHAT NESTIFI DOES FOR YOU
Grow the family relationship, not just the account.
A branded family app for your members and customers, and an AI workspace for your team, both powered by Seb. Together they help you win the next generation, grow family deposits and keep the relationship when wealth moves.
WHAT NESTIFI DOES FOR YOU
Grow the family relationship, not just the account.
A branded family app for your members and customers, and an AI workspace for your team, both powered by Seb. Together they help you win the next generation, grow family deposits and keep the relationship when wealth moves.
Win the next generation
Teen debit cards, chores and money lessons make your institution their first financial home.
Win the next generation
Teen debit cards, chores and money lessons make your institution their first financial home.
Win the next generation
Teen debit cards, chores and money lessons make your institution their first financial home.
Grow family deposits
Nest eggs, shared goals and gifts from grandparents bring more of each family’s savings to you.
Grow family deposits
Nest eggs, shared goals and gifts from grandparents bring more of each family’s savings to you.
Grow family deposits
Nest eggs, shared goals and gifts from grandparents bring more of each family’s savings to you.
Keep families when wealth moves
By 2048, $124 trillion passes to the next generation (Cerulli). Seb gives your team the whole family picture first.
Keep families when wealth moves
By 2048, $124 trillion passes to the next generation (Cerulli). Seb gives your team the whole family picture first.
Keep families when wealth moves
By 2048, $124 trillion passes to the next generation (Cerulli). Seb gives your team the whole family picture first.
Meet Seb, NestiFi’s own AI agent
Seb is the AI built into NestiFi for financial institutions. For your team, Seb reads the family records you permit and prepares reviews, briefs and next steps. For your families, Seb answers money questions and helps them plan toward their goals inside your app. Your staff check and approve the work.
Explore the question
Ask about the family’s position, goals or priorities in a natural conversation.
Prepare the document
Bring the relevant context into a draft brief or document for the next meeting.
Keep your team in control
Review the detail, confirm what matters and decide which next steps to take.
Meet Seb, NestiFi’s own AI agent
Seb is the AI built into NestiFi for financial institutions. For your team, Seb reads the family records you permit and prepares reviews, briefs and next steps. For your families, Seb answers money questions and helps them plan toward their goals inside your app. Your staff check and approve the work.
Explore the question
Ask about the family’s position, goals or priorities in a natural conversation.
Prepare the document
Bring the relevant context into a draft brief or document for the next meeting.
Keep your team in control
Review the detail, confirm what matters and decide which next steps to take.
FOR YOUR MEMBERS AND CUSTOMERS
Your brand, in every family’s hands.
One family app, launched under each institution’s own name, shown here for a community bank, a credit union and a wealth manager. Parents fund debit cards and set controls, children save toward their goals, and grandparents can give to the goals that matter.
FOR YOUR MEMBERS AND CUSTOMERS
Your brand, in every family’s hands.
One family app, launched under each institution’s own name, shown here for a community bank, a credit union and a wealth manager. Parents fund debit cards and set controls, children save toward their goals, and grandparents can give to the goals that matter.
FOR YOUR MEMBERS AND CUSTOMERS
Your brand, in every family’s hands.
One family app, launched under each institution’s own name, shown here for a community bank, a credit union and a wealth manager. Parents fund debit cards and set controls, children save toward their goals, and grandparents can give to the goals that matter.
Debit cards
Debit cards
Cards in your brand for parents and teens, with spending controls and instant freeze.
Nest eggs and goals
Nest eggs and goals
Families save and invest toward each child’s goals, from a first bike to college.
Family gifting
Family gifting
Grandparents, aunts and godparents follow a child’s goals and give toward them.
Financial learning
Financial learning
Lessons and missions that build money confidence for every generation.
FOR YOUR TEAM
Know every family. Walk into every conversation prepared.
One workspace brings household relationships, goals, contributions and follow-ups together, with Seb AI preparing the next step for your team to review.
FOR YOUR TEAM
Know every family. Walk into every conversation prepared.
One workspace brings household relationships, goals, contributions and follow-ups together, with Seb AI preparing the next step for your team to review.
FOR YOUR TEAM
Know every family. Walk into every conversation prepared.
One workspace brings household relationships, goals, contributions and follow-ups together, with Seb AI preparing the next step for your team to review.
The whole household
The whole household
See the parents, children and relatives behind each account.
Goals in view
Goals in view
Track savings goals and monthly contributions across every family you serve.
Timely next steps
Timely next steps
Signals like a birthday or a goal nearing its date become reasons to reach out.
Staff stay in control
Staff stay in control
Seb drafts the next step. Your team reviews and approves before anything reaches a family.
Family context. Institutional control.
Bring family records and institutional knowledge into one workflow, with clear permissions, traceable sources and your team’s review.
Permission
Clear boundaries between your institution, each family and each family member.
Permission
Clear boundaries between your institution, each family and each family member.
Permission
Clear boundaries between your institution, each family and each family member.
Accountability
Sources, an audit trail and staff review behind every AI-assisted answer.
Accountability
Sources, an audit trail and staff review behind every AI-assisted answer.
Accountability
Sources, an audit trail and staff review behind every AI-assisted answer.
Model controls
Approved AI models, evaluated for accuracy and cost under your institution’s policies.
Model controls
Approved AI models, evaluated for accuracy and cost under your institution’s policies.
Model controls
Approved AI models, evaluated for accuracy and cost under your institution’s policies.
WHO WE SERVE
Built for the institutions families trust.
One platform, launched under your brand and shaped around the families you serve.
WHO WE SERVE
Built for the institutions families trust.
One platform, launched under your brand and shaped around the families you serve.
WHO WE SERVE
Built for the institutions families trust.
One platform, launched under your brand and shaped around the families you serve.
Credit unions
Be the credit union their kids grow up with. Bring teens into membership and serve the whole household.
Credit unions
Be the credit union their kids grow up with. Bring teens into membership and serve the whole household.
Credit unions
Be the credit union their kids grow up with. Bring teens into membership and serve the whole household.
Community banks
Turn a household account into a family relationship, with a modern digital layer under your brand.
Community banks
Turn a household account into a family relationship, with a modern digital layer under your brand.
Community banks
Turn a household account into a family relationship, with a modern digital layer under your brand.
Wealth managers
Keep the family relationship before assets move, with your advisers guiding every step.
Wealth managers
Keep the family relationship before assets move, with your advisers guiding every step.
Wealth managers
Keep the family relationship before assets move, with your advisers guiding every step.