Geezeo’s Alliance Partners provide industry-leading solutions
That support the Engagement Banking philosophy.


Our alliance partners offer a broad array of data integration, software, business information, and other benefits uniquely adapted to meet the needs of Geezeo’s clients. These partnerships are designed to help create end-to-end solutions to improve the retail banking experience.


Key Partners

Computer Services, Inc.

A total solutions partner, Computer Services, Inc. (CSI) offers a new generation of online banking solutions for today’s financial institutions. CSI’s enhanced internet banking services deliver a fully integrated platform that includes native apps, online bill pay, corporate cash management, website design, secure web hosting and marketing services. Together, CSI and Geezeo made the online banking experience more intuitive for consumers by developing PFM tools focused on aggregation and cash flow.

CSI’s mobile and Internet solutions allow financial institutions to expand their customer reach, market share and competitive advantage.


Headquartered in Austin, Texas, Q2 is a leading provider of virtual banking for financial institutions. Q2’s enterprise SaaS solutions empower banks and credit unions to swiftly and securely provide their account holders with anytime, anywhere banking on any device. Q2 provides flexible deployment options for tablet, mobile, online and voice banking paired with an integrated security layer that mitigates fraud risk at the transaction level in real time. Named by the Austin American-Statesman as one of the best places to work, Q2 has also received recognition from Inc. Magazine as one of the fastest growing companies in the U.S. for three years in a row. To learn more about Q2 visit


Participation in Symitar's Vendor Integration Program (VIP) enables Geezeo’s personal finance managment platform to be available to members of credit unions using Symitar’s core processing system, Episys.

Symitar, a division of Jack Henry & Associates, Inc. (Nasdaq: JKHY), is a provider of integrated computer systems for credit unions of all sizes. Symitar currently serves more than 700 credit unions as a single source for integrated, enterprise-wide automation and as a single point of contact and support.


iPay Technologies provides white label online bill payment solutions and unmatched service for nearly 40 percent of the nation’s community financial institutions, including more than 51 percent of the credit unions that offer bill pay.

Our alliance creates a seamless interface between Geezeo and iPay solutions and offers bill payment services to community banks and credit unions that enable them to further build their relationships with consumers.

Sharetec Systems Inc.

Headquartered in Lino Lakes, Minnesota, Sharetec Systems is a leading provider of both in-house and online core data processing systems to credit unions. The Sharetec system is made available through it regional owner partners, Bradford-Scott Data Corp., Data Systems of Texas, GBS Corp. and Northern Data Systems.

CU Grow

CU Grow passionately helps you engage, connect and interact to grow relationships through integrated marketing communications. It's about offline, online, internal and external communication channels working hand in hand. They help you tell your story and look forward to sharing their passion with you while destroying the box together.

Wescom Resources Group (WRG)

WRG offers clients the Geezeo powered PFM and integrated marketing platforms, which have been integrated with WRG’s MemberEdge online banking and mobile banking systems. With over 225 credit union clients, WRG is a leader in innovative technologies for the credit union industry.


Utilizing CashEdge's aggregated data, Geezeo is able to give our client users more control over their finances by providing them with aggregated data including automated balance and credit data from more than 14,000 data sources including banking, investment, retirement, insurance, credit card, mortgages and annuities.

Access Softech

Access Softek develops innovative mobile banking software that keeps over 350 credit unions and banks ahead of the technological curve. Access Softek has the features customers want, the security that financial institutions need, and the technology needed to compete with the mobile banking offerings of large commercial banks.


Our partnership with Sapient (NASDAQ: SAPE) combines Geezeo’s best-of-breed banking products for personal financial management and social media with Sapient’s expertise in creating and implementing multi-channel digital marketing and commerce solutions that deliver immersive, profitable customer experiences.

Sapient Interactive, a division of Sapient’s Brand Experience business, is the largest independent interactive marketing services firm in the world.


Payveris’ innovative digital payments platform combined with its “white label” business model provides core processors, online banking providers and other providers of remote banking services a powerful solution for their financial services clients.

MEA Financial Enterprises

MEA is a national leader in the provision of innovative software solutions to the financial services marketplace around the nation. MEA Financial’s solutions are not only technically advanced, but provide superior functionality, are easy to integrate, and offer enhanced levels of cost efficiency. With these solutions, MEA works towards the goal of helping our clients grow revenue and gain a competitive edge by enhancing their customers’ satisfaction. MEA currently services over 1200 community banks and credit unions.

On August 27, 2014, DataMail Services, Inc. and Lasertec, Inc. officially announced their alliance to create, a world-class statement eDelivery, print and electronic company. With a combined 50 years serving hundreds of credit unions nationwide, sets forth to deliver custom, secure, and innovative products and services.


To discuss partnership opportunities, Message Us

We are looking at ways to make this a seamless application, because we feel online banking will become similar to PFM today, there will be all kinds of melding together, and it will become one thing
Matt Tollerton, VP - eCommerce, Central Bancompany.

Geezeo Product Advisory Committee

The Geezeo Product Advisory Committee (GPAC) is a cross-functional team comprised of marketers, technologists and online banking professionals. These are our “co-inventors” and “scientists” that advise Geezeo executives on product development strategy to ensure that Geezeo best addresses the Internet banking needs of financial institutions both currently and in the future.

  • Gary Coates

    Business Application Manager, PMP & CSM at Unitus Community Credit Union

  • Fred Hagerman

    Chief Marketing Officer, Firstmark Credit Union

  • Michael Tierney

    Online Banking Manager at Unitus Community Credit Union

  • Steve Schexnayder

    CIO at Neighbors Federal Credit Union

  • Ed Langel

    Sr. Manager, Electronic Services at Alliant Credit Union