CommonWealth One Federal Credit Union To Offer PFM Powered By Geezeo

WILLIAMSBURG, VA (August 26, 2013) — Geezeo, a leading FinTech firm that offers personal financial management (PFM), and web-based, data-driven marketing platforms to financial institutions, today announced that CommonWealth One FCU will integrate Geezeo’s PFM product into it’s online banking platform. The Virginia based 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 pleased to offer our members a more robust PFM tool that will fit our members’ needs whether they are using it simply for goal setting or total financial management” said Charlotte Cash, CommonWealth One FCU President/CEO. “From the member point-of-view, Geezeo’s solution is easy to set up, manage, and use. It also has a track record of working well with our online banking provider, FISERV.”

About CommonWealth One FCU
CommonWealth One, headquartered in Alexandria, VA, has grown to more than $313 million in assets serving more than 36,000 members. Its branch network includes the City of Alexandria including a student-run branch in T.C. Williams High School; Washington, DC; and Harrisonburg, VA including James Madison University. CommonWealth One is committed to being the lifetime financial partner for its members. For more information, visit

About Geezeo
Geezeo offers financial institutions an integrated suite of online tools and services including best-in- class Personal Financial Management (PFM). The Geezeo PFM solution is predominantly integrated with a client’s online banking platform, giving their users a holistic view of financial assets, liabilities, cash flow, goals and budgets. Geezeo’s included Engagement Banking platform, offers relevant, data-driven content that helps financial institutions develop online customer dialog while generating growth through acquisition and increased wallet share. For more information on the privately held company, visit

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