Geezeo Campaign Lifts Credit Union PFM Usage

March 18, 2014

Tolland, CT March 28, 2014 – Geezeo, a leading FinTech firm that offers personal financial management (PFM) to banks and credit unions, recently completed its first quarter PFM adoption campaign. The no-cost marketing effort was specifically designed to help credit unions increase member adoption of PFM. Geezeo provided participating clients with a variety of ready-made and customizable artwork that was utilized in print and digital channels. “I’m excited to see results that surpassed expectations,” said Jim Craig, Director of Geezeo Interactive. “Aside from having great client participation, we saw a substantial increase in PFM use amongst online banking members.” Geezeo will be providing clients with no cost PFM promotions each quarter. The firm recently expanded its in-house creative services and is developing a number of additional turnkey marketing solutions for PFM clients. Editor Notes: Key Facts: • 38 Geezeo clients participated in the 1st Quarter Campaign • Approximately 10,000 members entered a sweepstakes that awarded a $1000 grand prize and a $500 runners-up prize • Participating clients increased the number of PFM users by an average of 21% • The percentage of active PFM users increased by just over 19% • Financial “Goal Setting” – a function of Geezeo PFM, increased by 80% About Geezeo Geezeo offers more than 290 credit unions and banks an integrated suite of online tools and services including its proven Personal Financial Management (PFM) solution. The Geezeo PFM solution is thoughtfully integrated with a credit union or bank online banking platform, giving their users a holistic view of financial assets, liabilities, cash flow, goals and budgets. Geezeo’s included Engagement Banking platform, offers relevant, data-driven content that helps financial institutions develop online customer dialog while generating growth through acquisition and increased wallet share. For more information on the privately held company, visit

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