Business Financial Management

It's time to get down to business.
Enter TruBiz, a white label business financial management solution.

Geezeo BFM

 

Small Business Is Big Business

TruBiz from Geezeo enables financial institutions enhanced market positions within the competitive small and middle market business segments. Our platform complements and integrates with online banking for business, by providing robust online financial management that your small businesses seek, while giving you, the FI, predictive insight and capability beyond the expected.

Empowering Small Business Is Smart Business

Financial institutions must help small business succeed by helping them manage and track finances. Geezeo helps your business customers manage account transactions with smart transaction tagging, monitor spending by category and/or merchant and create and track spending goals, due bills and pending credits. You'll help your business customers monitor their cash position so they can always understand the balance today and also see their cash position ahead. The spending overview lets them review anywhere from 1 to 3 months of spending category analysis. You'll also keep them informed on the go via customizable email and text alerts – all designed to empower you to empower your business clients to stay in financial control and enable them to achieve business goals.

 

 

 

Want to get down to business?

TruBiz is live! For more information, click here.

 

Investing in online business financial management is an imperative for any FI that wants business banking marketshare. We share Geezeo's passion and approach to this critical market.
Amy Greer - SVP Online Channel Execution, Regions Bank