San Antonio Federal Credit Union will integrate a personal financial management (PFM) system into its customer-facing online banking system in a bid to boost user engagement, it has been announced.
The credit union, which is worth $2.8 billion, has opted for the PFM created by FinTech firm Geezeo to help it tailor content to online banking customers that, the company says, will help individuals improve the way they handle their finances.
“We’re excited to offer more convenience and accessibility to our members, via a white-label PFM solution that aids us in helping members manage their financial lives,” said Adele Glenn, SACU’s Technical Solution Architect. “Geezeo ended up being the logical choice, because they offer an attractive solution from a member point-of-view, and have a proven track record of working well with Symitar and WRG.”
“I get excited about every new client,” added Steve Nigri, Geezeo’s VP of Sales. “But I’m really proud we’re working with Adele and the team at SACU. Adele is a thought leader in the space and really is a Symitar guru.”