Sharetec Partners on Geezeo PFM
The 300 credit unions running on the Sharetec Systems core processing system will now be offered integrated access to the personal financial management solution from Geezeo.
Sharetec, based in Lino Lakes, Minn., decided to adopt the Geezeo PFM after a nine-month deliberation process, the company said.
“After narrowing it down to two providers that offered the most robust set of solutions, Geezeo’s PFM continued to be the product that our team gravitated towards,” said Kevin Kolar, vice president of Bradford-Scott Data Corp. in Fort Wayne, Ind.
Bradford-Scott is one of Sharetec’s four regional partner-owners. The others are Data Systems of Texas, GBS Corp. in Ohio and Northern Data Systems in Maine.
Peter Glyman, Geezeo’s president, said, “By tightly integrating Geezeo's PFM and integrated marketing platform into their core solution, we are in essence reinventing the online banking experience for their clients.”
The Tolland, Conn., company said it now serves 16 credit unions and two banks. Its PFM and integrated marketing solutions also have been integrated with the MemberEdge online banking platform from Wescom Resources Group, the Wescom Credit Union CUSO.