Personal Financial Management (PFM)

Platinum Partner

Digital Money Management Solutions for your Credit Union

Convenience, ease and personalization are driving your members into the digital channel. How will you sustain a genuine connection with your members in the digital space?

About Geezeo

Geezeo partners with over 400 credit unions and banks to deliver an integrated suite of online financial management tools and services including its proven Personal Financial Management (PFM) solution. The Geezeo PFM solution is thoughtfully integrated within a Financial Institution's online banking platform, giving users a holistic view of financial assets, liabilities, cash flow, goals and budgets. 

Geezeo’s included Engagement Banking platform, offers relevant, data-driven content that helps financial institutions develop online customer dialog while generating growth through acquisition and increased wallet share. 

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Products and Services

  • Geezeo's PFM platform combines proven features and technology into a white label solution that enables credit unions to engage their base while building stronger relationships and increasing member loyalty. PFM is thoughtfully integrated into the credit union's online banking & mobile environments for a unique and seamless member experience.

    Features Include:

    • Account Sync
    • Expense Management & Financial Goals
    • Cash Flow Calendar
    • Complete Portfolio Alerts
  • The included Engagement Banking Platform is a digital marketing solution that helps empower members, giving them more control and a holistic view of their finances. This platform enables you to leverage actionable member data and giving you additional insight into your member's financial situation. Credit unions will gain a deeper understanding of individual members and their households while engaging members in relevant and contextual ways.

    Features Include:

    • Identify & anticipate members financial needs & goals
    • Forecast & plan product & services sales
    • Measure business performance, set targets & mitigate risk