The $341 million Call Federal Credit Union in Richmond, Va., has committed to the Geezeo personal financial management and integrated marketing platform, the company and credit union said.
The solution provides a holistic view of member financial assets, liabilities and budgets while providing tools for member acquisition and increased wallet share, they said.
“The Geezeo PFM solution provides excellent integration with our home banking platform and it provides benefits our members want and need,” said Karen Salmons, chief operating officer for 31,000-member Call FCU.
“Call FCU sees PFM as a key brand differentiator in their efforts to build an engagement banking strategy,” said Bryan Clagett, Geezeo’s chief marketing officer.
Clagett said his Tolland, Conn., company’s client list now comprises 16 credit unions and two banks.