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.
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.
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.
Welcome to 2017
The new year means the same thing for financial technology marketers as it does for financial services marketers-new campaigns to develop and launch, new marketing technology to deploy, and new events to plan and deliver.
Strong engagement with your target audience doesn't have to be complicated, and you don't need a big marketing team or budget to get amazing results. For great results, create a simple plan of action like the one below followed by our recent PFM Marketing Campaign contest winner.
One of my favorite things about my job at Geezeo is helping our clients realize the power they hold through PFM to create a custom digital experience that not only helps engage and empower the consumer but positions the institution to become the advocate for each and every one of their members. Let’s explore how you can accomplish this through these four steps:
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.
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.
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.