PFM

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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Build Small, Think Big -- Our Next Gen Platform

April 17, 2017

The world of financial technology is fast paced and unforgiving. Without the proper tools and know-how, it's easy for any company to get left behind. At Geezeo, we're planning for tomorrow with tools and strategies that have been proven in all areas of software engineering. Geezeo is building small and thinking BIG, utilizing much of the same technology powering Twitter, LinkedIn, Amazon, and many more.

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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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Leveraging PFM to Enhance the Customer Experience

January 25, 2017

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.

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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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