personal financial management

  • Tech CUSO WRG Offers Geezeo to Client Credit Unions

    Wescom Resources Group said it will now offer the personal financial management and Web-based marketing solutions from Geezeo of Tolland, Conn.

  • Don't Let Tech Options Make You 'Squirrely'

    Guest blogger Matt Davis works in applied research at the Filene Research Institute in Madison, Wis.

  • Geezeo Signs PFM User

    The $1.3 billion University Federal Credit Union of Austin, Texas, has contracted with Geezeo to launch the company's personal financial management and Internet banking marketing platforms in 2011.

  • Geezeo Signs Firstmark Credit Union

    Geezeo said it has signed the $715 million Firstmark Credit Union of San Antonio as the newest user of its personal financial management and integrated marketing solutions.

  • Firstmark Goes with Geezeo PFM

    The $715 million Firstmark Credit Union of San Antonio, Texas, has signed up to use personal financial management and integrated marketing solutions from Geezeo of Tolland, Conn.

  • Texas CU Becomes 12th Geezeo User

    Geezeo made it an even dozen with the signing of the $1.3 billion University Federal Credit Union of Austin, Texas, as the newest user of its personal financial management and Internet banking marketing platforms.

  • Achieve Financial CU Goes with Connect FSS

    Connect Financial Software Solutions of Salt Lake City said it has signed a multi-year agreement to provide Internet banking and bill pay solutions to the $100 million Achieve Financial Credit Union in Berlin, Conn.

  • Vendor's Poll Finds PFM Uptake

    More than one third of American adults now use online personal financial management (PFM) tools from their financial institutions and nearly half had switched banks or credit unions recently.

  • CUES, Geezeo Offer PFM Tool

    CUES has teamed up with Geezeo to offer personal financial management tools to credit unions.

  • Jack Henry Picks Personal Solutions

    The 10,800 credit unions, banks and other financial institutions on Jack Henry & Associates' customer list can now choose between a pair of personal financial management solutions to offer their customers and members.

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