Pocket Financial: AI for Student Financial Wellness

Welcome to the CanadianSME Small Business Podcast, hosted by Maheen Bari. In this episode, we explore how AI-driven financial tools are helping students build better habits through a simple, set-it-and-forget-it approach to money management.

Joining us is Lewie Moodley, CEO & Co-Founder of Pocket Financial, a platform launched in 2025 to help students save more, spend smarter, and reduce the stress of budgeting. He shares insights on building a student-first solution and his vision for the future of financial wellness in Canada.

Key Highlights:

1. The Student Finance Problem: Why a set-it-and-forget-it approach eases financial stress.

2. AI & Budgeting: How Pocket Financial eliminates the mental load of money management.

3. Frictionless Design: Building a product that meets students where they are.

4. Mission & Impact: Lessons from entrepreneurship and supporting diverse student success.

5. Future Vision: Launching in Alberta schools and expanding financial wellness nationwide.

Special Thanks to Our Partners:

RBC: https://www.rbcroyalbank.com/dms/business/accounts/beyond-banking/index.html

UPS: https://solutions.ups.com/ca-beunstoppable.html?WT.mc_id=BUSMEWA

Google: https://www.google.ca/

A1 Global College: https://a1globalcollege.ca/

ADP Canada: https://www.adp.ca/en.aspx

For more expert insights, visit www.canadiansme.ca and subscribe to the CanadianSME Small Business Magazine. Stay innovative, stay informed, and thrive in the digital age!

Disclaimer: The information shared in this podcast is for general informational purposes only and should not be considered as direct financial or business advice. Always consult with a qualified professional for advice specific to your situation.