White Label PFM
Geezeo offers an integrated suite of Online Financial Management (OFM) tools and services including Personal Financial Management (PFM) software for banks and credit unions. PFM empowers your online customers, giving them a holistic view of their financial assets, liabilities and budgets.
Increase share of wallet
With account aggregation, accounts held outside your institution can be viewed and leveraged. The included Integrated Marketing Platform considers users' financial profiles, aggregated data and habits to help you present the most relevant solution. Data from more than 10,000 financial institutions can be aggregated.
Expand your market
Your account holders will appreciate the convenience of managing their banking relationships in a one-stop environment. Geezeo helps you take the chore out of banking, while delivering the on demand tools your market requires. You can engage your online users in a way never before possible.
Increase retention and satisfaction
Giving account holders access to PFM tools such as budgeting, goal management and cash flow provides instant benefits few other financial institutions can provide. Geezeo supports your brand by positioning you as an enabler and advocate.