Personal Financial Management

Proven Personal Financial Management
Consumer. Business. Wealth.

Geezeo PFM


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.



Learn More. Ask For A Demo.

Talk is cheap. Seeing is believing. For an interactive demo, customized presentation or simply to ask a few questions, contact our Sales Team.