Partners With Geezeo, SMA Solutions

MADISON HEIGHTS, Mich.— (Intelligent Document Solutions) has entered into an new alliances with several companies, in both cases doing so to further what it called a “shared vision and commitment of providing unparalleled customer service and best-of-industry solutions. has partnered with Geezeo and with SMA Solutions.

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“We look forward to working with IDS and leveraging the services and experiences they provide,” said Bryan Clagett, Geezeo CMO. “Working with providers that share our engagement banking philosophy is fulfilling and the potential of creating a more dynamic account statement with IDS is exciting.”

Geezeo offers more than 350 credit unions and banks an integrated suite of online tools and services including its white-label Personal Financial Management (PFM) solution, which provides members with a a holistic view of financial assets, liabilities, cash flow, goals and budgets. Geezeo’s further offers an Engagement Banking platform that it said provides relevant, data-driven content that helps financial institutions develop online customer dialog while generating growth through acquisition and increased wallet share. is a world-class statement eDelivery, print and electronic company. With a combined 50 years serving hundreds of credit unions nationwide, said it sets sets forth to deliver custom, secure, and innovative products and services, including its I.D. Intelligent Documents. said it provides financial institutions with the efficiency necessary to meet demands on their members’ terms, and also provides high-speed, full-color printing; letter shop services; marketing; and SSAE 16 Type II compliance through a highly experienced and qualified team.

Founded in 1980, Houston-based SMA Solutions develops and delivers enterprise-wide IT automation and business intelligence technology. OpCon is SMA Solutions’ flagship technology, and is an event-driven, cross-platform automation solution, automating everything from repetitive tasks to complex and high-risk processes. OpCon currently automates IT environments for more than 250 clients in the financial industry worldwide.

SMA Insights provides real-time application and transaction monitoring of a credit union’s environment,  including all critical application flows. It also forecasts normal activity based on a CU’s historical data.

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Word Count: 460
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Copyright Year: 2019
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