Fintech

Getting the Most Out of Your PFM with AI and IoT – Or Vice Versa

Submitted by Amy Hibbard on Mon, 01/14/2019 - 01:07

Digital Solutions to Maximize Marketing

The beginning of a new year generally brings reflection on what has passed and anticipation for what’s to come.

That kind of commentary cheapens the power of what is an enduring and ineluctable transition in the financial industry – adoption of digital solutions that actually empower customers to engage in a new, deeper relationship with their financial institutions.

Building An Internet of Things In Retail Banking

Submitted by Amy Hibbard on Wed, 12/26/2018 - 12:32

The Internet of Things (IoT) is a concept that describes a totally interconnected world. Some vehicles, kitchen appliances, and even heart monitors are now connected through the IoT. And as the Internet of Things continually grows, more devices will join that list. Ultimately IoT is able to help people in a number of ways by saving time and simplifying daily activities. One of the industries that will be benefiting from IoT the most is the banking industry.

Best Innovation Group First To Leverage Geezeo’s New Conversation Software Development Kit (Sdk) For Personal Financial Management

Submitted by Amy Hibbard on Mon, 10/29/2018 - 20:49

Braintree, MA, (October 29, 2018) - Geezeo, a leader in Fintech and data-driven solutions for financial institutions, has recently launched its Conversation Software Development Kit (SDK). Concurrently, Best Innovation Group (BIG), a technology innovation and development company, will leverage the Geezeo conversational SDK to expand their Financial Innovation Voice Experience (FIVE) voice banking platform with PFM capabilities.  

Geezeo One-To-One with Stephen Riley, Co-Founder, Procurity

Submitted by Amy Hibbard on Mon, 10/29/2018 - 15:39

In this installment of Geezeo One-To-One, Amy Hibbard spoke with Stephen Riley, Co-Founder of Procurity to discuss digital transformation and the need for foundational efficiencies. Founded in 2018, Procurity’s Testing as a Service provides financial institutions with an automated process to test Core Software upgrades and updates as well as ancillary software solutions.

Geezeo: What do you define as digital transformation?

Integrated PFM Can Help Mitigate Fraud Cost and Exposure

Submitted by Amy Hibbard on Thu, 09/13/2018 - 15:45

There is plenty of talk about cybersecurity both internally and externally. And it’s no surprise that cybersecurity in the financial sector, in particular, is a huge industry. Cybercrime, in general, is a $600 billion industry, and at some point in all those breached accounts and all that compromised security, financial institutions will pay either directly or indirectly.

Don’t Lose Your Head When Opening Your Heart

Submitted by Amy Hibbard on Fri, 02/08/2019 - 12:55

When thinking about holidays, is Valentine’s Day on your list for spending big? Well, it should be because last year, 135 million people in the US spent $30 billion on this holiday. It is important to try not to lose your head when you’re giving with your heart.

Granted, that’s easier said than done. As the infographic shows, Americans are expected to spend an average of $221 on Valentine’s Day. That’s a pretty special day.

The question is, are you prepared for it financially?

3 Powerful Marketing Strategies for Using Your PFM Data

Submitted by Amy Hibbard on Fri, 01/25/2019 - 13:13

Since the best marketing is often built on personal connection, then creating a unique customer experience builds a personalized journey tailored for each person you want to reach. 

Your customers want to know that you understand their unique needs, and more and more they are coming to expect that when you talk to them, your messages are relevant to their needs and desires. And a strong personal financial management (PFM) platform allows you to do that.