ENGLEWOOD, NJ (February 20, 2013) – OSG Statement Services, a next-generation technology partner providing credit unions with integrated, multi-channel electronic and full-color statements, optimized mailing services and customer communication solutions, announced today its partnership with Geezeo. Geezeo is a leading personal financial management (PFM) provider that works with a variety of financial institutions. The company recently introduced their product API to the market.
OSG Statement Services and Geezeo have begun development of a new statement option that will allow PFM data to be leveraged in eStatements and printed statements. The data will allow relevant, contextual messaging to appear in both types of statements, providing credit unions with a more proactive marketing solution. Statements are often undervalued as a marketing channel and this new approach helps maximize this important touch point.
“This partnership is a fantastic opportunity for both companies to leverage our respective world-class platforms for the benefit of our current and future financial services clients,” said Dave Smith, Director of OSG Statement Services. “Geezeo’s API will provide our clients with valuable tools to truly up-sell and cross-sell their services.”
“We’re excited about this new partnership and the level of collaboration with OSG,” said Peter Glyman, President and Co-Founder of Geezeo. “We recognize the benefits our clients may receive as a result of this partnership and are excited to see our API and PFM data leveraged in such a creative way.”
About OSG
OSG Statement Services is a next-generation technology partner providing integrated, multi-channel electronic and full-color statements optimized mailing services and customer communications solutions. Through a state-of-the-art processing environment and a solid focus on the customer experience, OSG helps you meet the dynamic needs of your members.
With over 20 years of experience as a business outsourcer for total customer communication management, OSG has the knowledge and expertise to best suit the needs of the telecommunications, leasing, financial services, distribution, healthcare, heating oil/propane and publishing markets. A solid reputation has made OSG an award-winning transactional communication provider. For more information, visit www.statementservices.com.
About Geezeo
Geezeo offers financial institutions an integrated suite of online tools and services including Personal Financial Management (PFM). The Geezeo PFM solution is predominantly integrated with a client’s online banking platform, giving their users a holistic view of financial assets, liabilities, cash flow, goals and budgets. Geezeo’s included Engagement Banking platform, offers relevant, data-driven content that helps financial institutions develop online customer dialog while generating growth through acquisition and increased wallet share. For more information, visit www.geezeo.com.