Liberty Bank Selects Geezeo for Digital Financial Management

April 25, 2017

Geezeo, a leading fintech company that offers integrated retail and business financial management solutions, today announced that they have signed Liberty Bank, a $4.5 billion bank headquartered in Middletown, Connecticut. Geezeo will provide Liberty Bank with integrated digital financial management solutions to support the bank’s retail and business customers.

Liberty Bank will additionally benefit from Geezeo’s engagement banking platform, which enables financial institutions to leverage behavioral financial data to deliver highly relevant content from within the online and mobile banking environment. This partnership focuses on providing a fully integrated experience, including Responsive Tiles, Geezeo’s latest technology solution. Responsive Tiles allow financial institutions access to a library of Digital Money Management features that can be easily integrated into an existing digital banking framework. In addition to retail digital financial management, Liberty Bank will also roll out the Geezeo powered small business solution, designed to help business clients better track their finances.

Geezeo’s Personal Financial Management (PFM) features help financial institutions further empower online banking users, giving them more control and a holistic view of assets, liabilities, cash flow, goals, and budgets. These features will help Liberty Bank evolve their digital banking experience and expand service capabilities to drive engagement and additional share of wallet.

“Liberty Bank seeks to be a leader and advocate in our market providing the products and services today’s digital savvy customer needs,” said Patricia Jatkevicius, Executive Vice President, of Liberty Bank. “We selected Geezeo to help us deliver on our brand promise of helping consumers and businesses find their confident place! Geezeo provides the tools necessary for consumers and businesses alike to effectively manage their current financial situation and to plan for a bright financial future. We see this new partnership with Geezeo as a huge benefit to our customers and Liberty by giving us greater access to data and insights that can help us provide the meaningful product and service offerings our customers deserve.”

“We’re thrilled to be working with a leading Connecticut bank because we’re based here,” said Peter Glyman, Geezeo President and Co-Founder. “Being able to help Liberty enhance their customer experience is very exciting for us. Banks must understand the needs and behaviors of their customers and the banking industry should deliver the very best in digital customer experience. Liberty shares this focus.”

Along with Geezeo, Liberty also signed with Payveris, another Connecticut fintech company, to round out their digital banking platform. Payveris, a provider of next generation API centric digital payment solutions is headquartered in Rocky Hill, Connecticut. “It’s great to see two Connecticut fintech companies represented supporting the local banking industry,” said Glyman.

About Liberty Bank

Established in 1825, Liberty Bank is Connecticut’s oldest mutual bank, with almost $4.5 billion in assets and 55 banking offices throughout the central, eastern, and shoreline areas of the state. As a full-service financial institution, Liberty offers consumer and commercial banking, home mortgages, insurance, and investment services. Named as a “Top Workplace” by the Hartford Courant for five consecutive years, Liberty maintains a longstanding commitment to superior personal service and unparalleled community involvement.