University Federal Credit to deploy Geezeo for PFM

Source: Geezeo

Geezeo, a diversified FinTech firm that offers online financial management (OFM) tools, personal financial management (PFM), and internet banking marketing platforms to financial institutions, announced today that Texas-based University Federal Credit Union (UFCU) has selected Geezeo to provide a PFM solution and integrated marketing platform.

"The Geezeo PFM solution is ideal for our members, and it provides a new level of convenience," said Sheila J. Wojcik, Ph.D., UFCU Vice President Membership "This solution also helps us anticipate member needs and supports our goal of leveraging technology to sustain quality interaction and dialog."

"UFCU clearly has an engagement banking strategy," said Bryan Clagett, CMO of Geezeo. "They see PFM as reducing the chore related to the banking experience, while leveraging PFM in a way that they add member value and support the credit union's growth and retention objectives."

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