Online and Offline. Beyond Omni Channel.
Don't be fooled by glitz and armies of sales reps at trade shows. We're different and confident, because we have been #proven since 2006, Geezeo is the preferred Personal Financial Management (PFM) solutions provider for over 400 financial institutions. We're 100% dedicated to FIs, and you'd never see us working with a multi-level marketer. We help banks, credit unions and other financial service providers engage their base, leverage data, reach new market segments, and increase wallet share though our consumer and business PFM solutions and integrated Marketing Platform. Our API takes this a step further, and allows best-in-class service providers to leverage the features and benefits of PFM.
Our ability to integrate within a financial institution's online and mobile banking environment is widely acclaimed, as we can integrate seamlessly, always allowing the host FI the ability to own their PFM brand. So please, compare us to the competition.
Geezeo’s primary focus is to provide services and technologies that enable our clients and their partners, to activate and engage target audiences. We help clients empower consumers to participate in sound financial decision-making and providing them with an engaging and relevant experience.
In addition to bringing advocacy to life, our consumer, business and wealth products provide remarkable ease and convenience.
The worlds of finance, marketing and technology continuing to meld, thus creating numerous exciting opportunities for financial organizations. Geezeo sits comfortably at the intersection of these opportunities, by providing retail banking experience, creativity, marketing and technological expertise.