Personal Financial Management

Proven Personal Financial Management
An Enriched Experiece .

Geezeo PFM


Proven White Label PFM. Rich In Data.

Geezeo is a leader in Digital Financial Management, offering an integrated Personal Financial Management (PFM) platform for financial institutions. But let's be clear; PFM has grown up and moved way beyond budgeting. We have proven, deep working relationships with core processors and online banking providers that leverage our platform and enriched data. Integration is critical to the digital banking experience, because our solutions empower your digital banking ecosystem, giving digital and mobile banking users more control and holistic views of financial health.



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.