Personal Financial Management (PFM)

Platinum Partner

Data-Enriched Financial Management Solutions for your Credit Union

Digital financial management solutions are no longer an option; they’re essential to recruit and nurture relationships with your members. Geezeo offers solutions, not products – a partnership, not just services, creating an enriched, rewarding digital experience.

Products and Services

  • Geezeo's PFM platform combines state of the art features into a white label solution that enables credit unions to build stronger relationships with their members, increasing member loyalty and to develop more powerful, targeted marketing tools to serve members better. PFM is seamlessly integrated into credit unions’ online banking and mobile environments for a frictionless member experience.

    Features Include:

    • Account Sync
    • Expense Management & Financial Goals
    • Cash Flow Calendar
    • Complete Portfolio Alerts
  • Geezeo’s 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
    • Integrated cross-sell platform, allowing you to monetize digital banking
    • Comprehensive reporting and data exportation, lets you leverage data

    For an interactive demo, customized presentation or simply to ask a few questions, contact Steve Nigri, VP of Sales.

  • Geezeo is a financial technology (Fintech) firm that delivers enriched digital banking experiences via its white label digital financial management solutions. By processing, augmenting and storing billions of transactions, Geezeo plays a significant role as a critical data partner. Purposely integrated within a financial institution’s online banking and mobile platforms, financial institutions benefit from Geezeo’s relevant insights that enhance the overall user experience. More information can be found at