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.
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.
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.