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.
Five more credit unions signed up for Geezeo’s online personal financial management solution in the final days of 2011, bringing its total for the year to more than 60, the company said.
PFM vendor says client list grew from 13 to near 80 in 2011.
Wescom Resources Group said it will now offer the personal financial management and Web-based marketing solutions from Geezeo of Tolland, Conn.
CUES has teamed up with Geezeo to offer personal financial management tools to credit unions.