"The Geezeo PFM solution is ideal for our members and it provides a new level of convenience and ease," said Diane Gerstner, InTouch Executive Vice President. "This solution helps us anticipate member needs and supports our goal of leveraging technology to increase productive member engagement."
"InTouch is using an engagement banking strategy," said Peter Glyman, Geezeo co-founder. "They see PFM as the most effective means of streamlining the banking experience, while leveraging PFM in a way that adds member value and supports the credit union's growth and retention objectives."
About InTouch Credit Union
Chartered in April 1974, InTouch Credit Union has locations throughout the United States with the corporate headquarters in Plano, Texas. Assets total more than $847,956,754 and the credit union serves over 76,184 members worldwide.
Founded in 2006, 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 platforms help financial institutions develop online customer dialog while generating growth through customer acquisition and increased wallet share. For more information on the privately held company, visit www.geezeo.com.