Credit Unions

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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Permalinks Explained

March 16, 2016

If you’ve read my article about image optimization, you already know that taking advantage of file titles can make a huge difference when auditing your site’s SEO performance; the same principle applies to site URLs, product downloads, portfolio listings, news articles, etc. In fact, every clickable element on your site has its own distinct and unique Permalink. How you choose to archive your website has a significant impact on keyword counts and how your pages are being processed by search engine crawlers.

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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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Geezeo’s Interactive Group Lands Clients

September 24, 2015

Williamsburg, VA - Geezeo, a leading Personal Financial Management (PFM) solutions provider with an estimated 400 financial institutions, has signed three additional clients to it’s Geezeo Interactive (GI) division. GI offers a variety of marketing, creative and digital services that help clients leverage PFM as well as enhance overall marketing objectives.

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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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