CUES has teamed up with Geezeo to offer personal financial management tools to credit unions.
Focused on presenting a holistic view of finances, Geezeo's PFM tools offer such features ranging from net worth calculator and account aggregation, to budgeting and goal management. In addition, an integrated marketing platform feature is designed to help credit unions segment their market, develop integrated advertising efforts and pull comprehensive reports. It also allows for CRM data integration and goal management.
"CUES plays an important role in the financial services industry, supporting credit union leaders with education, resources and information to spur growth and reach new markets," said Shawn Ward, Geezeo CEO and co-founder. "Engagement banking is one of those important trends, and we're excited to work together to bring these resources to CUES members."