Geezeo is a leading personal financial management (PFM) provider that works with a variety of financial institutions. The company recently introduced their product API to the market.

OSG Statement Services and Geezeo have begun development of a new statement option that will allow PFM data to be leveraged in eStatements and printed statements. The data will allow relevant, contextual messaging to appear in both types of statements, providing credit unions with a more proactive marketing solution. Statements are often undervalued as a marketing channel and this new approach helps maximize this important touch point.

"This partnership is a fantastic opportunity for both companies to leverage our respective world-class platforms for the benefit of our current and future financial services clients," said Dave Smith, Director of OSG Statement Services. "Geezeo's API will provide our clients with valuable tools to truly up-sell and cross-sell their services."

"Linking OSG's dynamic statement processing with Geezeo's PFM data will allow financial institutions to create greater engagement with customers through their statements and e-statements," said Jim Craig, Director of Geezeo's Interactive Division. "Customers and credit unions will benefit both in terms of the presentation of the financial information and in the delivery of relevant and timely marketing messages."