PFM tools and data,
to enhance the online banking experience.
Our focus is to provide data from Personal Financial Management (PFM) and supporting technologies, that enable banks and credit unions to best engage their markets. We know you advocate for sound financial decision-making, and want to engage your members or customers, so they take advantage of relevant products and services. This creates a more valuable customer experience that has a straightforward result: Geezeo clients are able to better monetize their base, improve satisfaction and attract new relationships.
The worlds of finance, marketing, and technology continue to meld, thus creating exciting opportunities for financial institutions. Geezeo sits comfortably in the intersection of these opportunities, by providing proven product, data, experience, creativity, and technological expertise.
Empower your online customers, giving them a holistic view of their financial assets, liabilities and budgets.
An integrated platform that drives engagement. And revenue. Put the PFM data to use where it means the most.