PFM

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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Mobilearth and Geezeo Partnership Integrates Remote Branch Technology with PFM

September 1, 2015

Burnaby, BC Canada – September 1, 2015 – Omni-channel, mobile banking provider Mobilearth has partnered with personal finance management (PFM) provider Geezeo to offer PFM as an engagement platform for credit union members. Integrated with Mobilearth’s remote MobiBranch technology, Geezeo’s PFM will help further empower digital users, allowing them more control with a holistic view of their assets, liabilities, cash flow, goals, and budgets -- which increases MobiBranch customers’ options within their virtually unlimited reach.

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Your Customers Are Ready For PFM. Are You?

August 31, 2015

Admittedly, I’m new to the world of money management in my professional life, but I’m always looking for ways in my personal life to manage money better. It has always been very important to me to find a way to set financial goals by figuring out how I’m spending my money and where I can save. That is why using a program where everything is already set up for me is so appealing. I've been with Geezeo for 3 weeks now, and here is some of what I've learned.

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Happy April Fools From Ron Shevlin and Geezeo

April 1, 2015

A Snarketing post by Ron Shevlin

The past few years have seen many developments in PFM user interface design, with pastel colors, bubble charts, and animation. Yet, in a world where marketing is supposed to provide customized and personalized offerings, PFM design–even with the new developments–has been a one-size-fits-all world.

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PFM Campaign Participants See Lift

March 24, 2015

We're big believers in providing marketing guidance for our clients. Each quarter we offer a no-cost marketing campaign for PFM clients, which includes artwork and copy, that clients can use "as is" or edit as needed. Ideally financial institutions should be building their own digital banking or PFM campaigns, but we realize how busy clients can be and how stretched their resources can get.

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Some Thoughts On Where PFM Is Headed

January 28, 2015

PFM is moving beyond a budgeting tool, in fact it has been moving in that direction for a long time. We're seeing PFM take on the position of a digital financial advisor, whereby data helps consumers and businesses make informed financial decisions as they pertain to goals and objectives. People want more than just help managing their finances, they want help achieving life goals. We are all driven by emotion and passionate about reaching certain milestones. Admit it. The vast majority of us are not passionate about maintaining a budget.

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