Geezeo, a leading FinTech firm that offers online financial management (OFM) tools, personal financial management (PFM), and web-based marketing platforms to financial institutions, announced today that it has signed San Francisco Federal Credit Union ($771 million).
The credit union will be provided with Geezeo's integrated, white label PFM solution and unique engagement banking platform.
"PFM continues to gain momentum as credit unions look to offer more tangible value to their members", said Shawn Ward, Geezeo CEO. "With online transactions escalating, our clients recognize that PFM allows them to engage the online banking audience with improved relevance while offering unparalleled convenience."
Earlier this week Geezeo launched it's new Geezeo Interactive (GI) division. GI, an extension of Geezeo, will offer services centered on the Geezeo mission of reinventing online banking experiences while leveraging PFM as a tipping point of an engagement banking strategy. Products and services will support a FIs growth and retention strategy, with a particular emphasis on increasing PFM adoption. The organization will also work with clients to bridge the gap between online and offline experiences.