Veridian Gets Geezeo PFM
The 162,000 members of the $1.9 billion Veridian Credit Union in Waterloo, Iowa, will soon be able to manage their finances on their credit union’s website.
The 24-branch Veridian will be deploying the personal financial management and integrated marketing platforms from Geezeo in Tolland, Conn.
Brett Engstrom, Web services manager at the 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 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.