Geezeo Adds 5 New PFM Clients

Last Week of 2011 A Busy One For Geezeo

Geezeo, a diversified FinTech firm that offers online financial management (OFM) tools, personal  management (PFM), and web-based marketing platforms to financial institutions, announced today that it has signed five additional credit unions. Each will be provided with Geezeo’s integrated, white label PFM solution and unique engagement banking platform. 

  • NavyArmy Community Credit Union, Texas
  • Chesterfield Federal Credit Union, Virginia
  • Ascentra Credit Union, Iowa
  • Kohler Credit Union, Wisconsin
  • Hiway Credit Union, Minnesota

“This last week has been incredible and is the perfect end to a fast paced, spectacular year”, said Shawn Ward, Geezeo CEO. “We started 2011 with 13 PFM clients and are ending the year with almost 80.”

Geezeo offers an integrated suite of Online Financial Management (OFM) tools and services including Personal Financial Management (PFM) software for banks and credit unions. PFM empowers online customers, giving them a holistic view of their financial assets, liabilities and budgets. Geezeo’s unique Engagement Banking platform helps financial institutions develop online customer dialog while generating growth through customer acquisition and increased wallet share. Geezeo serves over 75 clients and is exclusively a white label solution. For more information on the privately held company, visit