"The Geezeo PFM solution is ideal for our members, and it provides a new level of convenience," said Sheila J. Wojcik, Ph.D., UFCU Vice President Membership "This solution also helps us anticipate member needs and supports our goal of leveraging technology to sustain quality interaction and dialog."
"UFCU clearly has an engagement banking strategy," said Bryan Clagett, CMO of Geezeo. "They see PFM as reducing the chore related to the banking experience, while leveraging PFM in a way that they add member value and support the credit union's growth and retention objectives."
About University FCU
UFCU is Austin's largest locally-owned financial institution with over 143,000 members and $1.1 billion in assets. Founded in 1936, UFCU serves the Austin and Galveston areas with deposit, lending, investment, trust and insurance products and services. In addition to providing financial services, UFCU is committed to consumer education and community support. For more information about UFCU, visit www.ufcu.org.
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.