1st United Services CU To Offer PFM Powered By Geezeo

TOLLAND, CT (March 8, 2013) – Geezeo, a leading FinTech firm that offers online personal financial management (PFM), and web-based, data-driven marketing platforms to financial institutions, today announced that 1st United Services Credit Union plans to integrate Geezeo’s PFM product into it’s online banking platform. The California credit union will be provided with a fully integrated, white label PFM solution, and will benefit from Geezeo’s unique engagement banking platform, which enables financial institutions to deliver highly relevant content from within the online banking environment.

“We’re excited to offer such convenience and accessibility to our members, via a white-label PFM solution that can help members manage their financial lives,” said Joanna Boedecker, Chief Information Officer, 1st United Services Credit Union. “Geezeo offers an attractive PFM solution from a member point-of-view, and has a record of collaborating well with core processors and online banking providers.”

About 1st United Services Credit Union
Originally founded in 1932, 1st United Services Credit Union has a long history of service in the Bay Area and is open to anyone who resides, works, or attends school in Alameda or Contra Costa counties in California. The credit union has assets exceeding $800 million and serves more than 46,000 members.

About Geezeo
Geezeo offers banks and credit unions an integrated suite of online tools and services including Personal Financial Management (PFM) software. PFM empowers online customers, giving them a holistic view of their financial assets, liabilities and budgets. Geezeo’s unique Engagement Banking platform helps financial institutions develop online customer dialog while generating growth through customer acquisition and increased wallet share. Recently Geezeo introduced its API and is bringing PFM data to a variety of retail delivery channels. More information is available at

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