More Sharetec Powered Credit Unions Add Geezeo PFM

Geezeo, a diversified FinTech firm that offers online financial management (OFM) tools, personal financial management (PFM), and web-based marketing platforms to financial institutions, announced that it has signed 3 more Sharetec credit unions, through it’s Bradford-Scott Data Corporation relationship. Each will be provided with Geezeo’s integrated, white label PFM solution and unique engagement banking platform. Bradford-Scott is one of Sharetec Systems four regional partner-owners. The others are Data Systems of Texas, GBS Corp. in Ohio and Northern Data Systems in Maine.

  • Metco Credit Union
  • Industrial Centre Federal Credit Union
  • Members First Credit Union

In 2011, Geezeo and Bradford-Scott announced the addition of Fulda Area Credit Union and Winnebago Community Credit Union.

“Our clients are responding well to PFM and are excited at the benefits it offers members,” said Matt Isger, Regional Manager, Bradford-Scott. “The Geezeo solution is being embraced due to the tight integration and white label approach, thereby offering our client’s members a robust online banking experience.”

“Credit unions continue to embrace white label PFM at a rapid rate, as they look to differentiate in the market and empower members,” said Bryan Clagett, Geezeo CMO. “We see marketers and technologists at credit unions taking online banking to a new level and many recognize that PFM allows them to engage members and improve relevance with regards to product positing”.

About Geezeo

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 90 clients. For more information on the privately held company, visit www.geezeo.com.

About Bradford-Scott Data Corporation

Headquartered in Indianapolis, Bradford-Scott is a leading provider of core data processing systems to credit unions.  Bradford-Scott (www.bradfordscott.com/credit.php), a provider of both in-house and service bureau solutions, owns and distributes the Sharetec System.  With a customer base that has grown 64% since the year 2000, the Sharetec System, the Core with an ROI, has over 300 credit unions and growing.

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