Geezeo said it has signed the $341 million Call Federal Credit Union in Richmond, Va., to the Tolland, Conn., company’s personal financial management and integrated marketing platform.
The solution provides a holistic view of member financial assets, liabilities and budgets while providing tools for member acquisition and increased wallet share, the company and credit union 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 company’s client list now comprises 16 credit unions and two banks.
