PFM

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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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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