The personal financial management provider Geezeo Inc. said that it had entered an agreement to provide services to McCoy Myers & Associates Inc. of Amarillo, Texas, a division of Computer Services Inc.
McCoy Myers provides services, software and an Internet banking product to community banks. It said Tuesday that it would use Geezeo's PFM, social networking and web-based marketing services.
"A core component of our solution is to provide an integrated … platform" for PFM, Roger McCoy, president and general manager of McCoy, said in a press release.
Geezeo, of Tolland, Conn., separately announced April 21 that it had signed an agreement with Wescom Resources Group LLC of Pasadena, Calif., a provider of technology products and services to credit unions. Wescom Credit Union, which owns WSR, will be the first credit union under this agreement to offer Geezeo's PFM tool.
"We will provide our credit union clients a platform that offers close engagement on budgeting and financial management, with a tight integration back to our online banking, mobile banking and bill pay," John Best, senior vice president of WRG, said in a press release.