Geezeo, a three-year-old Connecticut-based startup, has reached an agreement with the The Credit Union Executives Society to make their personal financial management tools readily available to credit unions.
The move will potentially put the Tolland-based company’s software, which provides banks and credit unions personal finance management tools that can be integrated directly onto their Web sites, in front of tens of thousands of new consumers.
The Credit Union Executives Society is an independent professional development association designed exclusively for credit union executives.
 “[Personal financial management] is driving the future of internet banking, and Geezeo offers a robust program. said Dale Schumacher, CUES Board Chairman and President/CEO, Tampa Bay Federal Credit Union, Tampa Bay, Fla. “Their products deliver a valuable member experience by giving consumers tools to make sound financial decisions,”
Credit union participants will have access to features such as a net worth calculator, account aggregation, budgeting, and goal management. It will also give credit unions a data platform they can use to segment their market, develop integrated advertising efforts and pull comprehensive reports.
