Comprehensive Marketing

We'll Help You Market Your PFM and maximize digital financial management.
Full-service marketing and creative.


Marketing Solutions

We're dedicated to working with you to assure your PFM is well received and leveraged. We offer plenty of PFM related marketing services at no cost, yet we don't stop there. Our team provides comprehensive marketing solutions to help you be successful with any of our products.

PFM Marketing

Enjoy access to free consulting and thoughts on how to promote and leverage white-label Geezeo PFM. Our turnkey and custom services are designed to help time-starved marketing teams get up and running fast.

  • Multi-Channel Launch Campaigns
  • Turn-Key Online Services Adoption Campaigns
  • Turn-Key Integrated Marketing Platform Campaigns
  • Reasonably Priced Custom Campaigns.

PFM Sales Training

Geezeo clients enjoy no-cost product training. We can further educate your staff on the features and benefits with optional training modules.

  • Onsite Training of All Geezeo PFM Features + Functionality
  • Customized Training Videos
  • Customized Webinars
  • Customized Training Materials



Learn More. Contact Jim Craig.

Let's talk. Email Jim.

Geezeo helped us craft our PFM brand and worked out a marketing strategy. They had a great strategy to engage our staff, and get our brand/message out there!
Aimee Johnson, Oswego County FCU