Reinventing the Online Banking Experience Isn't Easy
Geezeo is a leading Online Financial Management (OFM) solutions provider for banks and credit unions. We help organizations engage their base, reach new markets, and increase wallet share.
Our primary focus is to provide services and technologies that enable our clients to activate their target audiences—to participate in sound financial decision-making, engage in community discussions, take advantage of relevant products and services, and create a more valuable customer experience. This increased activity has a straightforward result: our clients are able to better monetize their base and attract new customers.
We see the worlds of finance, community, marketing, and technology continuing to meld, thus creating numerous exciting opportunities for financial organizations. Geezeo sits comfortably in the intersection of these opportunities, by providing experience, creativity, and technological expertise.
History & Milestones
- May 2006 — Shawn Ward and Peter Glyman co-found Geezeo to create web-based, mobile tools that help people better manage their finances and reach their financial goals.
- May 2007 — Geezeo launches mobile solution. Consumers use SMS/text messaging to check account balances from multiple bank accounts.
- July 2007 — Geezeo launches its flagship web-based Personal Finance Management (PFM) solution. The Geezeo PFM solution combines account aggregation, expense tracking, and budgeting.
- February 2009 — Geezeo launches a custom Personal Finance Management (PFM) suite including community and content platform for financial institutions and credit unions.
- May 2009 — First White Label PFM client is announced. Stanford Federal Credit Union signs on as the company's charter PFM client.
- December 2009 — Year ends with Geezeo having 3 retail banking clients.
- January 2010 — 1st Mariner Bank of Baltimore becomes the first US bank to offer Geezeo’s White Label PFM and Community solutions.
- February 2010 — Geezeo becomes a Symitar Vendor Integration partner.
- August 2010 — Geezeo annouces CUES partnership.
- December 2010 — Geezeo ends 2010 with 13 retail clients.
- January 2011 — Geezeo starts offering online marketing solutions through its Geezeo Interactive division.
- February 2011 — Central Bancorp signs with Geezeo, adding 13 retail banks to Geezeo client roster.
- March 2011 — Geezeo offers Referral Engine, signs 3 clients immediately.