As long as we’ve been in the digital financial management space, it’s been our mission to offer state of the art products to our partners. Our developers are dedicated to making sure whatever tools we build and whatever strategic partners we work with provide our FIs with the security, functionality, and options to deliver best in class financial management tools to their customers. As you can see from our timeline, that focus hasn’t changed since we first began.
Core Partners See Our ValueJack Henry announces over 100 clients have signed with Geezeo as their PFM, in less than a year, with 100 more projected in 2018.
Jack Henry Partnership
Sign partnership with leading core processor Jack Henry (NASDAQ: JKHY)
Credit Unions Love Us
Selected as preferred partner by NAFCU
We Never Stop Innovating
As the financial industry becomes more comfortable with the move to mobile platforms and digital financial management, Geezeo responds with a new, robust API.
Banks Love Us
Endorsed by ABA
Geezeo PFM client list tops 300.
The Scale and The Power
Geezeo has processed more than 2 billion transactions for clients and customers.
The Word Spreads
Geezeo has over 155 PFM clients heading into the new year.
The First Big Deal
Geezeo signs Regions Bank with $124 billion of assets under management.
Has 13 retail bank clients and 2 of the top 10 credit unions in the US. Geezeo’s integrated platform delivers financial behavioral analytics and targeted marketing, completely disrupting the digital banking space.
Geezeo becomes white label PFM provider, Alliant CU and Stanford FCU are first clients.
As an alternative to heavy software like Quicken and MS Money, Geezeo offers an easy to use Personal Financial Management (PFM) product. Geezeo is quickly recognized by the WSJ, Chicago Times, CNBC as one of the best free tools for helping consumers manage their finances.
Mobile Focused Since Day 1
Geezeo Mobile launches allowing consumers to check their balances and recent transactions from multiple financial institutions using SMS. WSJ covers Geezeo driving mass adoption of this innovative product.