Proven Personal Financial Management
Consumer. Business. Wealth.
Proven White Label PFM. For All Your Market Segments.
Geezeo offers an integrated Personal Financial Management (PFM) platform for financial institutions. But let's be clear; PFM has grown up and moved way beyond budgeting. In fact, in addition to offering a consumer product, we are the first provider to offer a business and wealth solution too. We have proven, real working relationships with core processors and online banking providers. Integration is critical to the online banking experience, because Geezeo PFM empowers your digital banking ecosystem, giving consumers more control and a holistic view of assets, liabilities, cash flow, goals and budgets. It engages and empowers.
Increase Share of Wallet
Beyond marketing, you're engaging. The Engagement Banking Platform considers users’ financial profiles, aggregated data, spending habits and goals, to help you present relevant financial solutions.
Expand Your Market
Consumers expect banking convenience in a one-stop environment. Geezeo takes the chore out of banking, while delivering on-demand tools your market requires. And data you can use.
Increase Retention & Satisfaction
PFM drives relationships and creates a sticky environment. Geezeo supports your brand, positioning you as an enabler and advocate. To be an advocate, you need to provide your audience with the right tools.
When customers lack information on their money, they're not in a position to save, to spend or to invest.
Today’s consumers want — and need — more value from the banking relationship.
74% of PFM users, use PFM more than 2x per week
We can aggregate data from over 14,000 financial institutions