Liberty Bank Selects Geezeo for Digital Financial Management

April 25, 2017

Geezeo, a leading fintech company that offers integrated retail and business financial management solutions, today announced that they have signed Liberty Bank, a $4.5 billion bank headquartered in Middletown, Connecticut. Geezeo will provide Liberty Bank with integrated digital financial management solutions to support the bank’s retail and business customers.

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The Financial Chronicles: Home Ownership

April 20, 2017

More than 60% of Americans own a home today. Before going through the buying process, most people estimate their monthly mortgage cost, taxes and utility bills, but many people may not be prepared for the unexpected expenses of home ownership. From property taxes and utilities to maintenance and emergencies, the costs of owning a home includes many factors. Homeowners need a simple, helpful way to plan for and handle unexpected expenses.

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Computer Service Professionals, Inc. Partners with Geezeo

April 12, 2017

Computer Service Professionals, Inc. (CSPI) the digital banking platform provider, has partnered with fintech firm Geezeo to offer digital financial management tools to CSPIs financial institution clients. The partnership will enable CSPI’s customers to leverage the Geezeo PFM features and benefits, which will tightly integrate via an API directly within their online banking platforms.

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Leveraging PFM to Enhance the Customer Experience

January 25, 2017

In today’s technology centered world, consumers want and need their financial life to be digitized. Digital touchpoints are increasingly used to manage finances, so it makes sense that financial institutions meet these needs head on and with powerful tools that enhance their experience.

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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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Why I Added PFM To My Sales and Marketing Toolkit

September 5, 2014

Four years ago I had the opportunity to become one of Geezeo’s first clients and I jumped at the chance. I should add, however, that I did so with a lot of research and internal conversations behind the decision. I had been tracking the development of PFM as an engagement tool and felt it had promise, but it was the ability to access new data on my customers that brought me to Geezeo.

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Maybe the Smartwatch isn’t so smart

June 27, 2014

There is plenty of talk in the Fintech space about how financial institutions need to consider jumping in on the “wearable” bandwagon. I am not against mobile technology and in fact, am a huge fan. But seriously, if you think the masses are going to use any watch to do their banking or flick their eyes in Google Glass to pay their bills, I personally think you are overestimating the current appeal of these devices.

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The enemy within

February 26, 2014

We’re creatures of habit, comfortable in our ways and likely starting our morning as we started the day before. It’s easy to follow a routine and somewhat painless as we ease through another day like countless others. We go through the same motions of answering emails, attending meetings and putting out fires, day in and day out. A rut perhaps? No, not really. We’re just human and typically conform to our environment and surrounds. We’re going through the motions, but perhaps we’re not taking enough actions.

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