Geezeo, a leader in Fintech and data-driven solutions for financial institutions, today announced it has added to the company’s client success and marketing teams. Laurel Overby will serve as Event Marketing Coordinator, while Erin Stevens and Erica Gee have filled the new roles of Client Success Managers.
Overby’s primary responsibilities as Event Marketing Coordinator, will be to manage and plan trade events, executive level webinars and meetings. Coming to Geezeo from the College of William & Mary as Stewardship Communications Specialist, Overby received her B.A. in Communications and Media Arts and Design from James Madison University.
Stevens and Gee will work with clients to assure satisfaction & further nurture relationships by strengthening client product knowledge while ensuring all resources needed by the client, are in alignment.
Stevens has over 10 years experience in the financial services industry with extensive, in depth customer service and account management experience for commercial and retail clients for both banks and credit unions. Gee comes to Geezeo from Dime Bank where she worked in customer service and corporate training. She holds a B.A. in Psychology from Eastern Connecticut State University and a M.S. Applied Psychology, Organizational and Community Development from Sacred Heart University.
Geezeo is a financial technology firm that enhances the digital banking experience via its white label consumer and business digital financial management solutions. More than 400 financial institutions leverage Geezeo’s integrated suite of online financial management tools. Geezeo platform solutions are thoughtfully integrated within a financial institution’s online banking platform, empowering consumers and businesses to gain more financial control, better manage daily and long-term finances and reduce overall banking friction. To help financial institutions drive the digital shift, Geezeo incorporates the Engagement Banking Marketing Platform which provides relevant, data-driven content facilitating interaction between the FI and the online user. Geezeo further supports this via the comprehensive services of their digital marketing arm, Geezeo Interactive.