Financial Technology

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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Malauzai Partners with Financial Management Solution Provider, Geezeo

April 12, 2016

SmartApps provider strengthens mobile, online platform with leading PFM tools

AUSTIN, TX – Malauzai Software today announced a partnership with Geezeo, a leading provider of online Personal Financial Management (PFM) solutions. Geezeo’s solutions will be fully incorporated into Malauzai’s mobile and Internet banking SmartApps™ for community financial institutions. Six financial institutions, including Fort Wayne, Ind.-based Fort Financial Credit Union, have already signed contracts to deploy Malauzai’s platform with PFM.

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Access Softek to Offer Geezeo Powered PFM - Firms to Reimagine PFM for Mobile

February 29, 2016

Access Softek, a premier mobile banking platform provider, recently announced it has established a formal reseller agreement with Geezeo, a leading FinTech firm that offers integrated digital financial management. Through this agreement, Access Softek will offer their customers Geezeo’s proven Personal Financial Management (PFM) platform.

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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 To Build Custom Financial Event Apps - Introducing LIFE by Geezeo

November 23, 2015

Braintree, MA USA – Geezeo, a leading FinTech firm that offers integrated digital financial management and web-based, data-driven marketing platforms to financial institutions (FIs), has begun prototyping PFM driven lifestyle apps. Life and money are inextricably linked whether we like it or not, and financial institutions want to develop stickier relationships along a customer journey. With this in mind, Geezeo will offer custom financial app development, via it’s LIFE (Life Infused Financial Experiences) line of custom apps.

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