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From the January 26, 2011 issue of Credit Union Times Magazine • Subscribe!

Geezeo Signs PFM User

The $1.3 billion University Federal Credit Union of Austin, Texas, has contracted with Geezeo to launch the company's personal financial management and Internet banking marketing platforms in 2011.

UFCU is the Tolland, Conn., company's 12th credit union client. "UFCU clearly has an engagement banking strategy," said Bryan Clagett, chief marketing officer at Geezeo. "They see PFM as reducing the chore related to the banking experience, while leveraging PFM in a way that they add member value and support the credit union's growth and retention objectives."

Sheila Wojcik, vice president of membership at UFCU, said the PFM solution will offer the credit union's 143,000 members "a new level of convenience."

"This solution also helps us anticipate member needs and supports our goal of leveraging technology to sustain quality interaction and dialog," Wojcik said.

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