TOLLAND, Conn. – Geezeo is partnering with OSG Statement Services to provide credit unions with monthly paper and electronic statements that display data provided by the company’s personal financial management solution.

Beyond providing credit union members with deeper transaction insights via their paper or digital statements, the companies said the statement option is designed to cross-sell and up-sell members on products.

The data will allow relevant, contextual messaging to appear in both types of statements, providing credit unions with a more proactive marketing solution, they said.

“Linking OSG’s dynamic statement processing with Geezeo’s PFM data will allow financial institutions to create greater engagement with customers through their statements and e-statements,” said Jim Craig, director of Geezeo’s Interactive Division. “Members and credit unions will benefit both in terms of the presentation of the financial information and in the delivery of relevant and timely marketing messages.”


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