Geezeo - Reinventing Online Banking

The official blog from the people behind Geezeo

Follow our blog for updates, announcements, buzz and our thoughts on finance, fintech, marketing and technology.

Jan 29 2014

GRANCO Federal Credit Union To Offer Geezeo Powered PFM

Williamsburg, VA USA January 29, 2014 – Geezeo announced today that GRANCO Federal Credit Union will integrate Geezeo’s PFM product into its online banking platform. The Washington state based credit union will be provided with a fully integrated, white label PFM solution, and will benefit from Geezeo’s unique data-driven engagement banking platform.

Geezeo has over 265 PFM clients in the US and Guam. More the 2 billion transactions have been processed by Geezeo.

Jan 16 2014
Nice eNewsletter by First Alliance Credit Union. Strong color pallet says “retail” (and PFM banner says “manage money and win some cash”)

Nice eNewsletter by First Alliance Credit Union. Strong color pallet says “retail” (and PFM banner says “manage money and win some cash”)

Jan 14 2014

2014 Edge14 Webinar Series Kicks Off

Each month Geezeo’s Jim Craig hosts the Edge series webinar to provide financial institution (FI) executives access to thought-leaders in engagement banking practices. The goal is to help  FIs bridge the gap between facilitating transactions and creating true consumer engagement.

The 2014 season of Edge webinars will begin on January 29th with a closer look at data analytics for credit unions and community banks. We will discuss the need to leverage data analytics and cover exciting shifts that are occurring in the industry. Joining Jim Craig will be Walkmore CEO, Eli Mohamad. Walkmore started as a Singularity University project funded by The Filene Research Institute. Together with partners like Geezeo, providers can demonstrate that credit unions and community banks of any size, can benefit from turning account holder data, into actionable insights. 

Besides data analytics, the 2014 season will include topics such as:

  • social CRM
  • banking and home automation
  • digital marketing best practices
  • relevant customer engagement
  • business development 
  • social media best practices 
Jan 8 2014
Dozens of Geezeo clients are participating in our Happy New Year promotion. The entry forms are coming in via email and snail mail. And the results are fantastic.

Dozens of Geezeo clients are participating in our Happy New Year promotion. The entry forms are coming in via email and snail mail. And the results are fantastic.

Jan 6 2014

Novartis To Offer Geezeo Powered PFM

Williamsburg, VA USA January 6, 2014 – Geezeo, a leading FinTech firm that offers personal financial management (PFM), and web-based, data-driven marketing platforms to financial institutions, announced today that Novartis Federal Credit Union will integrate Geezeo’s PFM product into its online banking platform. The New Jersey credit union will be provided with a fully integrated, white label PFM solution, and will benefit from Geezeo’s unique data-driven engagement banking platform. Geezeo is a proven pioneer in enabling financial institutions to deliver relevant messaging from within the online banking environment and beyond.

Dec 19 2013

First Castle To Offer Geezeo Powered PFM

Williamsburg, VA USA December 19, 2013 – Geezeo announced today that Louisiana based First Castle Federal Credit Union will integrate Geezeo’s PFM product into its online banking platform. 

Dec 18 2013

West - Aircomm FCU to Offer PFM Powered By Geezeo

West – Aircomm Federal Credit Union To Offer PFM Powered By Geezeo

Williamsburg, VA USA December 18, 2013 – Geezeo, announced today that Pennsylvania based West-Aircomm Federal Credit Union will integrate Geezeo’s PFM product into its online banking platform. The credit union will be provided with a fully integrated, white label PFM solution, and will benefit from Geezeo’s unique data-driven engagement banking platform. Geezeo is a proven pioneer in enabling financial institutions to deliver relevant messaging from within the online banking environment and beyond.

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Dec 17 2013

Geezeo Provides US Credit Unions With No-Cost New Year Campaign. Helps Engage Members and Build Advocacy

Williamsburg, VA USA December 17, 2013 – Millions of Americans use the New Year as a time to review their finances and make resolutions, leading to many new financial goals being set. Few of these goals are known by their financial institution, which has the knowledge and services to make consumer goals easier to achieve. Geezeo, an established Personal Financial Management (PFM) provider, is offering US credit unions a no-cost, no-obligation marketing campaign, centered on successful financial goal setting.

“What consumers need this time of year, is encouragement from their credit unions,” says Jim Craig, Director of Geezeo’s Interactive group. “The credit unions that step up with help at this time of year, create member engagement that has staying power and builds on a position of advocacy.” 

The New Year Campaign includes:

  • HTML formatted email with banner image
  • Two different sized web ads
  • Stuffer/take-one art
  • Website landing page copy to tie it all together

Credit unions need only visit the dedicated campaign webpage at http://www.geezeo.com/happynewyear/ and complete a quick form. The campaign files may then be downloaded. Throughout the campaign, Geezeo will provide budget tips and money management advice via Twitter, using #2014JumpStart as a hashtag. 

Dec 3 2013

Geezeo Hires Creative Director

WILLIAMSBURG, VA (DECEMBER 3, 2013) Ryan Troy has joined Geezeo as Creative Director, a position recently created at the firm. Ryan will take ownership of in-house creative services, design and interactive executions. He will also oversee production related to Geezeo’s interactive division, started in 2010.

Prior to joining Geezeo, Ryan was interactive director for Raoust + Partners and marketing director at Bransome Inc. 

Dec 2 2013

Apex Community FCU To Offer Geezeo White-Label PFM

WILLIAMSBURG, VA (December 2, 2013) — Geezeo, a leading FinTech firm that offers personal financial management (PFM), and web-based, data-driven marketing platforms to financial institutions, announced today that Apex Community Federal Credit Union will integrate Geezeo’s PFM product into its online banking platform. The Pennsylvania based credit union will be provided with a fully integrated, white label PFM solution, and will benefit from Geezeo’s unique data-driven engagement banking platform.

Geezeo is a proven pioneer in enabling financial institutions to deliver relevant messaging from within the online banking environment and beyond. 

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