PFM for community banks

Creating a Seamless & Engaging PFM Experience

June 27, 2016

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:

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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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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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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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Be Interested. Be Interesting. Be human.

December 8, 2014

The data dialog is missing a significant component as it pertains to retail banking. It focuses on getting data and leveraging that data to drive relevancy and context. In other words, we’re all suppose to use data so we can better target consumers for offers that they respond to. Ok, we all get that. But if all financial institutions start using data as they should, and eventually they will, we’re just falling right back into the same commodity trap we’re in today.

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Geezeo Introduces Business Focused White Label Financial Management Solution

September 24, 2014

New York, NY USA September 24, 2014 – Geezeo, a leading FinTech firm that offers integrated digital financial management and web-based, data-driven marketing platforms to financial institutions, today announced the introduction of TruBiz, a white label business financial management solution. The product was showcased today at Finovate Fall, in Manhattan.

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Payveris and Geezeo Announce Strategic Integration Partnership

June 23, 2014

WETHERSFIELD, Conn., June 23, 2014 – Payveris™, a next generation online and mobile digital payments company offering a full range of bill payment, money movement and interbank transfer solutions to banks and credit unions throughout the United States and Geezeo, a company that helps hundreds of banks and credit unions better engage customers through digital channels, have announced a collaborative partnership to offer innovative financial tools and services that enable customers and members to more easily manage their finances.

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