Geezo provides US credit unions with no-cost New Year campaign helps engage members and build advocacy

WILLIAMSBURG, VA (December 17, 2013) —  Millions of Americans use the New Year as a time to review their finances and make resolutions, leading to many new financial goals being set. Few of these goals are known by their financial institution, which has the knowledge and services to make consumer goals easier to achieve. Geezeo, an established Personal Financial Management (PFM) provider, is offering US credit unions a no-cost, no-obligation marketing campaign, centered on successful financial goal setting.

“What consumers need this time of year, is encouragement from their credit unions,” says Jim Craig, Director of Geezeo’s Interactive group. “The credit unions that step up with help at this time of year, create member engagement that has staying power and builds on a position of advocacy.”

The New Year Campaign includes:

  • HTML formatted email with banner image
  • Two different sized web ads
  • Stuffer/take-one art
  • Website landing page copy to tie it all together

Credit unions need only visit the dedicated campaign webpage at complete a quick form. The campaign files may then be downloaded. Throughout the campaign, Geezeo will provide budget tips and money management advice via Twitter, using #2014JumpStart as a hashtag.

Editors Note:

Sample Artwork is attached.

Link to promotion page is:

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 thoughtfully 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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