The $120 million Dane County Credit Union in Madison, Wis., will be offering its 13,400 members personal financial management tools from Geezeo of Tolland, Conn., the company and credit union said.
“Adding a personal financial management tool to our online services will enhance our members’ financial situations and simplify their busy lives,” said Bonnie Rosenmeier, DCCU’s vice president of marketing.
“Dane County Credit Union sees PFM as a key component in their efforts to build a strong product line for their members and potential new members,” said Steven Nigri, Geezeo’s vice president of sales.
Geezeo said it now provides PFM and integrated marketing solutions to two banks and 17 credit unions. Its solutions also have recently been integrated with the MemberEdge online banking platform from Wescom Resources Group and the core processing platform from Sharetec Systems.