Banking

Engage Customers Based on Their Financial Goals (Part 2)

February 21, 2017

Every year, consumers create financial goals that will shape how they manage their finances in the coming weeks and months. Unfortunately, many will veer off the path to success. Your bank or credit union is in the unique position to help your customers navigate life’s financial journey and stay on track and Geezeo’s platform can help!

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Financial Literacy Starts at Home

April 22, 2016

If you have kids, chances are you’ve experienced a serious case of the “I Wants” when shopping with them. What exactly are the “I Wants?” Well, it’s when you go to the store with your kid in tow and they suddenly HAVE TO HAVE everything they see.

It was after one particularly annoying trip to Target for light bulbs and milk with my then 4-year old that I decided I either needed to stop taking him into stores, or I was going to have to help him better understand money.

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Small Business Needs You

December 23, 2015

There are approximately 23 million small businesses in the United States. They account for an estimated 54% of all US sales and 55% of all US jobs. Since the 1970s, small business has produced roughly 66% of all net new jobs in the US. These are impressive stats and evidence that small business, is big. Some of you have already realized small business can mean big opportunity for your credit union, and that’s great news.

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Geezeo Provides Clients With No-Cost New Year Campaign To Engage Consumers and Build Advocacy

December 14, 2015

This year more Americans will make financial resolutions leading to many new financial goals being set. According to a study by Fidelity, the number of Americans considering a financial resolution for 2016 increased significantly to 37%, compared to 31% in 2015. The study also found that 54% of respondents will make a financial goal to save more, while 19% want to spend less in 2016.

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Your Customers Are Ready For PFM. Are You?

August 31, 2015

Admittedly, I’m new to the world of money management in my professional life, but I’m always looking for ways in my personal life to manage money better. It has always been very important to me to find a way to set financial goals by figuring out how I’m spending my money and where I can save. That is why using a program where everything is already set up for me is so appealing. I've been with Geezeo for 3 weeks now, and here is some of what I've learned.

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Some Thoughts On Where PFM Is Headed

January 28, 2015

PFM is moving beyond a budgeting tool, in fact it has been moving in that direction for a long time. We're seeing PFM take on the position of a digital financial advisor, whereby data helps consumers and businesses make informed financial decisions as they pertain to goals and objectives. People want more than just help managing their finances, they want help achieving life goals. We are all driven by emotion and passionate about reaching certain milestones. Admit it. The vast majority of us are not passionate about maintaining a budget.

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ABA Endorses Geezeo’s Personal Financial Management Platform

January 20, 2015

WASHINGTON – The American Bankers Association – through its subsidiary the Corporation for American Banking – has endorsed the Personal Financial Management (PFM) and Business Financial Management digital platforms of Geezeo, a leading provider of customer engagement solutions. This endorsement establishes the Geezeo platform as the PFM solution of choice for ABA members.

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IDS.COM and Geezeo Form Alliance

January 6, 2015

MADISON HEIGHTS, MICH., JANUARY 6, 2015 — IDS.com (Intelligent Document Solutions) has officially announced their alliance partnership with Geezeo. With a shared vision and commitment of providing unparalleled customer service and best of industry solutions, IDS.com and Geezeo form an ideal union.

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