Community Banks

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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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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You Let Me Down

May 11, 2015

Dear Sir or Madam:

Month after month, year after year, I have received your newsletters and literature and seen your advertisements. They portray happy couples walking on beaches and families picnicking in the yard. I’ve read your headlines about how you’d help me save for retirement and for my kids education. I’ve even glanced at your countless brochures about your car buying services and insurance products. It’s been a 30 year relationship, and frankly, I’m disappointed in you. You made many promises to me, and none have been kept.

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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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Be Interested. Be Interesting. Be human.

December 8, 2014

The data dialog is missing a significant component as it pertains to retail banking. It focuses on getting data and leveraging that data to drive relevancy and context. In other words, we’re all suppose to use data so we can better target consumers for offers that they respond to. Ok, we all get that. But if all financial institutions start using data as they should, and eventually they will, we’re just falling right back into the same commodity trap we’re in today.

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Don't Forget The Other "M"

September 25, 2014

There is another market you should be paying close attention to, but many of you are not even addressing it. Nope, it’s not the Millennials. It’s the Mass Affluents.

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