San Francisco FCU Offers Geezeo’s PFM Tool

SAN FRANCISCO – San Francisco FCU and Geezeo will launch a new, free product for credit union members: a personal financial management tool called “The Big Picture” on August 21.

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The credit union partnered with Geezeo on the product to support the mortgage lender’s online strategy and be a part of its newly redesigned online banking system. This new product, created by Geezeo, will also support the credit union’s brand of “Uncommonly Good Banking” for all San Franciscans.

“This is a free tool for our members,” said Mark Michaels, senior vice president of strategic development at the $800 million credit union. “It allows them to track all of their different accounts from different financial institutions, create budgets, and set goals and alerts.”

 

 

 


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