USAgencies Credit Union, an Oregon-based financial institution, has agreed to integrate Geezeo’s personal financial management (PFM) product with its online banking platform.
Geezeo is a Connecticut-based firm that provides PFM solutions for financial institutions. The company allows firms to deliver relevant messaging from within the online banking environment and beyond.
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The data-driven engagement banking platform, white label PFM solution, will allow the credit union to engage their base, reach new market segments and increase wallet share.
Currently, more than 200 financial institutions have signed with Geezeo, including the newly joined credit unions namely OE Federal CU, Family Horizons CU and Merck, Sharp & Dohme FCU.
Formerly known as Portland Federal Employees Credit Union, USAgencies Credit Union returns profits to members in the form of higher dividends, lower loan rates and fees, and many free or lower-cost financial services through improved delivery systems.
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