Geezeo Nation

Thursday, June 27, 2019
Don’t Sell Your Customers a Mortgage, Sell Them a Path to Ownership

June was Homeownership Month, so we thought it was a good time to deliver some housing stats to give you a better idea of how homeownership looks in 2019.  

Fintech and AI: A View From Across the Pond

Monday, June 24, 2019

Recently, our VP of Product Aaron Junod was invited to a conference at the London HQ of European fintech giant Finastra (who bought Austin-based mobile apps fintech Malauzai last…

One-To-One with Geezeo: Doug Whiteman

Thursday, June 20, 2019
This One-To-One we had a chance to speak with Doug Whiteman, Editor-in-chief of the consumer-focused personal finance website We wanted to get his insights on where he sees the…

The 4 Key Questions to Ask When Thinking About Voice

Friday, June 7, 2019

It seems that the hot topic in financial circles these days is artificial intelligence (AI), specifically voice-based apps.

Some of this is driven by the fact that Google and Amazon are…

One-To-One with Geezeo: Natalie Bartholomew

Wednesday, May 22, 2019

In this installment of Geezeo One-To-One, Amy Hibbard spoke with Natalie Bartholomew, The Girl Banker, about the benefits, challenges, and passion of being a woman in the banking and financial…

Integration: Where the Rubber Hits the Road

Monday, March 25, 2019

It’s one thing to shop for a new fintech platform. It’s another to actually buy one.

Then it’s entirely another to integrate that platform into your current operations. This is the…

One-To-One with Geezeo: John Best

Monday, March 4, 2019

In this installment of Geezeo One-To-One, Amy Hibbard spoke with John Best, founder, and CEO of Best Innovation Group (BIG), a financial technology (fintech) firm to discuss IoT and the…

Plan an Emergency Fund with Your PFM

Monday, February 25, 2019

Drama-Free Emergencies and Stress-Free Fun with Your PFM

February is the shortest month, but it has a pair of what we call “sneak-up events” in it.

These are…

Don’t Lose Your Head When Opening Your Heart

Friday, February 8, 2019

When thinking about holidays, is Valentine’s Day on your list for spending big? Well, it should be because last year, 135 million people in the US spent $30 billion on this holiday. It is…

3 Powerful Marketing Strategies for Using Your PFM Data

Friday, January 25, 2019

Since the best marketing is often built on personal connection, then creating a unique customer experience builds a personalized journey tailored for each person you want to reach. 


Getting the Most Out of Your PFM with AI and IoT – Or Vice Versa

Monday, January 14, 2019

Digital Solutions to Maximize Marketing

The beginning of a new year generally brings reflection on what has passed and anticipation for what’s to come…