Personal finance management continues to make headlines in today's online financial services environment. To get a better perspective on how important and beneficial PFM can be for credit unions and their members, we invited Geezeo's President & Co-Founder Peter Glyman on the program to discuss this topic and more. We also talked about Filene's recent finding that only 6% of today's credit union members are using PFM tools. We asked Peter why this number is so low and how can it be raised? In addition, we touched on three things credit unions can look for in a quality PFM solution, along with the burgeoning mobile apps on the horizon. Many thanks for Peter being on the show. Check it out!
Mike Lawson, Host
Married to a beautiful and wonderful wife, raising 5 kiddos (including twins!), enjoy helping others tell their stories, and love surfing SoCal waves. Keep it simple.