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!
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.
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.
Welcome to 2017
The new year means the same thing for financial technology marketers as it does for financial services marketers-new campaigns to develop and launch, new marketing technology to deploy, and new events to plan and deliver.
Braintree, MA, USA September 28, 2016 - Geezeo, a leader in FinTech and data-driven content, along with its partner King Fish Media, a digital and content-management agency, have announced they’ve added Greater TEXAS Federal Credit Union and Pen Air Federal Credit Union as clients. Working together, Geezeo and King Fish Media are creating editorial strategy and marketing solutions for both credit unions, delivering clear information paths that are customized for each target audience.
Braintree, MA, USA September 21, 2016 - Geezeo, a leader in FinTech and data-driven solutions for financial institutions, today announced promotions of Aaron Junod to Vice President of Product Development and Brian Smith to Director of Cloud Technology.
Braintree, MA, USA September 21, 2016 - Geezeo, a leading FinTech firm that offers integrated digital financial management and web-based, data-driven marketing platforms, announced their CEO, Shawn Ward will be a presenter at the upcoming Virginia Bankers Association Credit Management Conference to be held October 3 - 4, 2016 at the Omni Charlottesville.
A few months ago I bumped into my mom at the grocery store. Since we don’t live in the same neighborhood anymore and don’t see each other as often as we used to, we finished shopping together. She checked out first, and when she went to pay I was a little shocked to see her pull out her phone to use Apple Pay.
Poking around the rusty tools of a farm auction might be the last place you’d expect to find financial apps. But don’t be fooled. The scruffy guy with the country accent didn’t just bring his cousin and his pickup truck. He also brought his smartphone loaded with apps to find value on every item in the barnyard and his mobile banking app to see how high he can bid.
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.