Geezeo is helping credit unions go beyond just in-branch member referrals with the launch of a referral engine at

“Credit unions can do a much better job of leveraging family membership or even SEG development,” said Bryan Clagett, chief marketing officer at the software solutions firm. “Fundamentally, banks and credit unions, especially credit unions, have a limited growth opportunity and in general most have done a fairly poor job of consistently generating family referrals. As financial institutions move more toward a digital venue and online transactions they’ve lost some of the opportunity for referrals, which traditionally are at branches. Why not on microsites or member surveys ask members to refer a family member, co-worker or neighbor, so they too can take advantage of being a member?”

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