The $1.9 billion Veridian Credit union in Waterloo, Iowa, has committed to the online personal management platform from Geezeo and also will be using the New England company's integrated marketing platform, the company and credit union said.
Brett Engstrom, Web services manager at the 162,000-member, 24-branch Veridian, said, “Now we'll have a more member centric experience and can provide relevant marketing communications to our online users.”
Peter Glyman, Geezeo co-founder, said, “Veridian, like many of the more progressive financial institutions, realizes how PFM enables them to establish a tighter bond with their members and really drive growth and retention through engagement.”
The Veridian deal gives Geezeo a client list of 20 credit unions and two banks. The Tolland, Conn., company announced two other signings in the past several days, the $970 million AmeriCU in Rome, N.Y., and the $168 million Coca Cola Company Family FCU in Atlanta.
Its largest credit union clients are the $7.9 billion Alliant CU in Chicago and the $5 billion Suncoast Schools FCU in Tampa, Fla.
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