Community Banks

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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Engage Customers Based on Their Financial Goals

February 7, 2017

As households continue to wind down from the holiday season, consumers begin to consider how they can achieve their goals in the new year. In fact, according to Ally Bank, 29% of customers feel the greatest challenge they face when planning for their financial future is sticking with a plan and achieving their financial goals. Believe it or not, your financial institution is in the perfect place to set your customers up for financial success in 2017 and Geezeo’s PFM 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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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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