PFM

One-to-One with Geezeo: Derik Sutton, President & Co-Founder, Become Labs

August 7, 2017

When you have the opportunity to ask some of the most interesting people in financial services and Fintech about where the industry is headed, sometimes the most fascinating insights are revealed. One-to-One with Geezeo is an ongoing series that gives our friends, clients, and partners an opportunity to share their experiences and their knowledge to gain an idea of where this exciting industry is heading.

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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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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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