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Payveris, Geezeo team up on payments, PFM

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WETHERSFIELD, Conn., and TOLLAND, Conn. (6/26/14)--Payveris and Geezeo have announced a partnership to offer financial tools and services that help consumers manage their money.
 
Payveris is a digital online and mobile payment company offering online bill pay, money movement and interbank transfer solutions for financial institutions and service providers, including credit unions.
 
Geezeo offers more than 300 credit unions and banks a suite of online tools and services, including a personal financial management (PFM) solution.
 
Members and customer of financial institutions are looking for more Amazon.com-like online experience from their financial service providers, Mickey Goldwasser, vice president of marketing for Wethersfield, Conn.-based Payveris, told PaymentsSource (June 25).

To enhance their appeal of their digital presence, credit unions must improve the functionality and mobility of their personal financial management offerings, Payveris and Geezeo said.

Personal financial management goes beyond budgeting to handling any financial need through any channel, Bryan Clagett, chief marketing officer for Tolland, Conn.-based Geezeo, told PaymentsSource . For that reason, the Geezeo-Payveris PFM and bill payment partnership is like "peanut butter and jelly," he said.

CUNA conference tackles BSA changes

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MADISON, Wis. (6/26/14)--Registration is open for the Credit Union National Association Bank Secrecy Act Conference, Oct. 26-29, in Las Vegas.
 
In partnership with the National Association of State Credit Union Supervisors, the CUNA Bank Secrecy Act Conference brings together Bank Secrecy Act (BSA) compliance officers, state and federal examiners, industry experts and regulators.
 
"It's not only important to learn the essentials of the BSA, but to stay current with it on a yearly basis," said Tracy Blaske, CUNA director of compliance education. "It's been an examination focus for the last three to five years and it's not going away any time soon, so this conference is dedicated to sharpening and updating attendees' BSA knowledge each year."
 
This year state examiners and attorneys will receive updates from the Financial Crimes Enforcement Network, the National Credit Union Administration and the Office of Foreign Assets Control agencies.
 
Attendees may earn their CUNA Bank Secrecy Act Compliance Specialist designation by successfully completing an on-site exam.