NAFCU Services Selects Geezeo as Preferred Partner for Personal Financial Management (PFM)

August 13, 2015

BRAINTREE, MA –NAFCU Services Corporation has selected Geezeo, a leading provider of engagement banking, as the Preferred Partner for Personal Financial Management (PFM) following votes by three panels of industry-leading credit union CEOs. Geezeo is now one of only 29 NAFCU Preferred Partners and the only partner for PFM.  "We are thrilled to partner with Geezeo and we look forward to collectively driving credit union digital engagement to a new level," said Randy Salser, president of NAFCU Services Corporation. "Geezeo is a proven PFM provider with a vast amount of credit union expertise. They are 100% dedicated to partnering with financial institutions and they clearly understand the unique needs and demands of our members. Our mission has always been to identify and champion the best solutions for credit unions. By partnering with Geezeo, we have taken another big step in achieving that goal." "We're excited to help credit unions leverage digital technology to improve member loyalty, drive revenue, and mitigate the impacts of fraud," said Shawn Ward, CEO of Geezeo. "We are honored to be selected by NAFCU Services, and we look forward to working with them and their members to enhance digital banking in ways that help all parties be more efficient, effective, and engaged." About Geezeo Geezeo partners with 400 credit unions and banks to deliver an integrated suite of online financial management tools and services including its proven Personal Financial Management (PFM) solution. The Geezeo PFM solution is thoughtfully integrated within a financial institution’s online banking platform, giving 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 About NAFCU Services Corporation NAFCU Services Corporation is a wholly owned subsidiary of the National Association of Federal Credit Unions (NAFCU). For 40 years, NAFCU Services has partnered with the industry’s leading providers to offer superior solutions to the credit union industry. Only those suppliers who are truly committed to credit unions, and who have undergone a rigorous evaluation process, earn the NAFCU Services Preferred Partner Seal. For more information, visit Contacts Amy Hibbard Communication Director, Geezeo 757-870-0626   Paul Timm Vice President, Marketing, NAFCU Services 703-842-2210

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