Fintech

The Financial Chronicles: Car Ownership

May 10, 2017

Millions of Americans have vehicles. Even with all the public transportation options and car sharing services out there, owning a vehicle is still a necessity for most people. And, with vehicle ownership comes a lot of financial responsibilities people don't always consider when they start thinking about getting that new set of wheels. Everything from auto financing to gas and maintenance costs need to be factored in when buying a new or used car.

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Why I'm Switching Financial Institutions: Cash Isn't Dead

May 5, 2017

Over the course of the last year I’ve had several experiences with my financial institution that caused serious frustration. It wasn’t based on their digital offerings, their marketing efforts (or lack thereof) or their presence in the industry. The reason was ironically simple - cash.

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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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The Financial Chronicles: Tax Season

March 31, 2017

Tax time can be stressful for many people. The filing process itself can be confusing and taxing (no pun intended) and getting organized and filing a return can be a chore. Geezeo's proven platform can help your institution make your customers lives easier by providing them with the information they need when and where they need it.

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Jack Henry & Associates Partners with Geezeo to Introduce JHA Online Financial Management

March 14, 2017

–Platform supports consumers’ financial health, empowers institutions with insights and actionable data–
MONETT, Mo. – Jack Henry & Associates, Inc.® (NASDAQ:JKHY) is a leading provider of technology solutions and payment processing services primarily for the financial services industry. Today the company announced the availability of JHA Online Financial ManagementSM, powered by Geezeo®.

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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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