Sharetec Systems Partners With Geezeo

BRAINTREE, MA (July 6, 2011)Geezeo, a diversified FinTech firm that offers online financial management (OFM), personal financial management (PFM), social networking and web-based marketing platforms to financial institutions, announced today that it has partnered with Sharetec Systems, Inc., a leading provider of both in-house and online core data processing systems to credit unions.

“We reviewed several PFM solutions over the course of nine months.  After narrowing it down to two providers that offered the most robust set of solutions, Geezeo’s PFM continued to be the product that our team gravitated towards,” said Kevin Kolar, Vice President of Bradford-Scott Data Corp., a Sharetec partner. “The presentation of their software makes for a nice user experience, however, what is most impressive about the Geezeo product is its reliability.”

“This is an exciting opportunity for Geezeo, Sharetec Systems and their more than 300 credit union clients,” said Peter Glyman, Geezeo’s President. “By tightly integrating Geezeo’s PFM and integrated marketing platform into their core solution, we are in essence reinventing the online banking experience for their clients.”

About Sharetec Systems Inc.

Headquartered in Lino Lakes, Minnesota, Sharetec Systems ( is a leading provider of both in-house and onlinecore data processing systems to credit unions.  The Sharetec system is made available through it regional owner partners, Bradford-Scott Data Corp. (, Data Systems of Texas (, GBS Corp. ( and Northern Data Systems (

About Geezeo

Founded in 2006, Geezeo offers an integrated suite of Online Financial Management (OFM) tools and services including Personal Financial Management(PFM) software for banks and credit unions. PFM empowers online customers, giving them a holistic view of their financial assets, liabilities and budgets. Geezeo’s unique platforms help financial institutions develop online customer dialog while generating growth through customer acquisition and increased wallet share. For more information on the privately held company,visit

About Geezeo

Geezeo is a financial technology (Fintech) firm that enhances the digital banking experience via its white label retail and business digital financial management solutions. Almost 500  financial institutions leverage Geezeo’s integrated and unified personal financial management (PFM) solution. Purposely integrated within a financial institution’s online banking and mobile platforms, Geezeo helps empowers consumers and businesses to gain more financial control, better manage daily and long-term finances and reduce banking friction. To help financial institutions drive the digital shift, Geezeo leverages data within its Engagement Banking Marketing Platform resulting in relevant, data-driven content facilitating interaction between the FI and the online user.


Amy A. Hibbard, Geezeo, Communications Director

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