SACU selects Geezeo powered PFM

TOLLAND, CT (August 22, 2014) -- Geezeo, a leading FinTech firm that offers integrated personal financial management (PFM), and web-based, data-driven marketing platforms to financial institutions, today announced that SACU (San Antonio Federal Credit Union) has selected to integrate Geezeo’s proven PFM product into it’s online banking platform. The $2.8 billion 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 more convenience and accessibility to our members, via a white-label PFM solution that aids us in helping members manage their financial lives,” said Adele Glenn, SACU’s Technical Solution Architect. “Geezeo ended up being the logical choice, because they offer an attractive solution from a member point-of-view, and have a proven track record of working well with Symitar and WRG.”
 
“I get excited about every new client,” said Steve Nigri, Geezeo’s VP of Sales. “But I’m really proud we’re working with Adele and the team at SACU. Adele is a thought leader in the space and really is a Symitar guru.”
 
About SACU
Chartered in 1935, SACU is a $2.8 billion credit union serving 250,000 members in 43 states across the U.S. Headquartered in San Antonio, the not-for-profit, member-owned financial cooperative offers competitive products and services from 16 locations locally, one regionally in Houston and nationally through its manufactured home lending division, CU Factory Built Lending. Visit sacu.com, or call 210-258-1234 or 1-800-688-SACU (7228) for information.
 
About Geezeo
Geezeo offers more than 300 credit unions and banks an integrated suite of online tools and services including its proven Personal Financial Management (PFM) solution. The Geezeo PFM solution is thoughtfully integrated with a credit union or bank 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 www.geezeo.com.