Neighbors Federal Credit Union announced Monday its launch of Your Portfolio, a personal financial management tool accessible through its online banking presence.
The $518 million, 57,610-member Neighbors, based in Baton Rouge, La., said it chose Geezeo of Tolland, Conn., to provide a personal financial management solution and integrated marketing platform.
“Your Portfolio will allow our online members to conveniently view their accounts at multiple institutions in one place,” said Brett Reynolds, Neighbors FCU's vice president of marketing. “The Geezeo PFM provides our members a comprehensive view of their financial assets with a variety of tools capable of tracking expenses, bills and budgeting.”
Complete your profile to continue reading and get FREE access to CUTimes.com, part of your ALM digital membership.
Your access to unlimited CUTimes.com content isn’t changing.
Once you are an ALM digital member, you’ll receive:
- Breaking credit union news and analysis, on-site and via our newsletters and custom alerts
- Weekly Shared Accounts podcast featuring exclusive interviews with industry leaders
- Educational webcasts, white papers, and ebooks from industry thought leaders
- Critical coverage of the commercial real estate and financial advisory markets on our other ALM sites, GlobeSt.com and ThinkAdvisor.com
Already have an account? Sign In Now
© 2024 ALM Global, LLC, All Rights Reserved. Request academic re-use from www.copyright.com. All other uses, submit a request to [email protected]. For more information visit Asset & Logo Licensing.
