Personal financial management vendor partners with a mobile-only, fee-free bank.
Credit unions face a tough decision regarding whether to use branded or white-label PFM products.
As credit unions slowly tackle the emerging mobile question, one thing has become certain: members both young and old are requiring ever increasing access to financial products and services to fit their hectic lifestyles.
Consumers are increasingly tapping their smartphones and tablets to manage their money, a trend that may push personal financial management tools into the mainstream and open new opportunities for credit unions to help their members in real time.
After raising the wrath of some of its members who had grown used to a personal financial management tool, Unitus Community Credit Union made the hard decision to go with another firm.
Problems in Greece, Spain and other Euro zone countries could show up on credit union balance sheets, according to industry economists.
Geezeo said its personal financial management platform is now being offered to the regional and community bank clients of Computer Services Inc. of Paducah, Ky.
The European financial crisis may be half a world away, but problems there could show up on credit union balance sheets here.
Computer Services Inc. is now offering its community and regional bank clients an integrated personal financial management solution from Geezeo.
The care and feeding of personal finance management tools at financial institutions is something that takes constant time and effort.