The care and feeding of personal finance management tools at financial institutions is something that takes constant time and effort.
Geezeo adds to PFM client list, creates new division and hires credit union marketer to lead it.
Indianapolis credit union creates its own upgraded home, mobile banking solutions with PFM, RDC tools and other enhancements.
The $518 million, 57,610-member Neighbors FCU in Baton Rouge, La., said it chose Geezeo of Tolland, Conn., to provide PFM technology.
Geezeo said it has signed six more credit unions as users of its integrated, white-label personal financial management platform for online banking.
PFM vendor says client list grew from 13 to near 80 in 2011.
Another re-seller pact for Utah-based provider of PFM solutions to more than 200 credit unions.
MoneyDesktop said it has signed four more credit unions as users of its online personal financial management platform.
New PFM clients are in Texas, Oregon, Nebraska.
Open Solutions Inc. will be the first channel partner for the Yodlee Platform with Fin App Center, according to Yodlee Inc.