CUESr Partners with Geezeo to Offer Personal Finance Management Tools

MADISON, Wis.-The Credit Union Executives Society has reached an agreement with Geezeo, Tolland, Conn., to make their Personal Financial Management (PFM) tools readily available to credit unions.

"PFM is driving the future of internet banking, and Geezeo offers a robust program. Their products deliver a valuable member experience by giving consumers tools to make sound financial decisions," said Fred Johnson, CUES president/CEO. "CUES is pleased to partner with such a strong leader in the industry."

Geezeo's PFM tools offer credit union members a holistic view of their finances. Participants have access to features such as a net worth calculator, account aggregation, budgeting, goal management and more. The Integrated Marketing Platform feature gives credit unions a data rich platform they can use to segment their market, develop integrated advertising efforts and pull comprehensive reports. It also allows for CRM data integration and goal management.

"CUES plays an important role in the financial services industry, supporting credit union leaders with education, resources and information to spur growth and reach new markets," said Shawn Ward, Geezeo CEO and co-founder. "Engagement banking is one of those important trends, and we're excited to work together to bring these resources to CUES members."

The Credit Union Executives Society is a Madison, Wisconsin-based, independent, not-for-profit, international membership association for credit union executives. Its mission is to educate and develop credit union CEOs, directors and future leaders.

Founded in 2006, Geezeo offers Internet banking solutions including personal financial management, online community trust-based marketing, account access and bill payment. Geezeo's unique platforms help financial institutions develop online customer dialog while generating growth through customer acquisition and increased wallet share. For more information, visit