I’m a manager at Geezeo, a leader in online finance management.

Geezeo has an integrated suite of online Personal Finance Management (PFM) tools for credit unions and banks. We recently signed a deal with Stanford Federal Credit Union to provide PFM, community, and educational tools to their member base.

Immediate results from our white label product:

Attract new members. Innovative product and marketing mix geared to attracting and retaining members.

Increase retention and satisfaction. Giving your customers access to our PFM tools (budgeting/cash flow, etc.) provides instant benefits very few other credit unions can provide.

Increase share of wallet. Targeted and highly relevant cross marking platform based on members’ financial profile and habits (including account aggregation - accounts held outside of the credit union).

If you have any questions, please don't hesitate to contact me.

Thanks! Ruthann