Client Resources

Geezeo PFM

Maximizing your PFM launch

Because launching PFM requires a multifaceted effort, which results in deeper and more meaningful consumer engagement, ask your Client Success Manager to introduce you to our Geezeo Marketing team. The Geezeo Marketing team can guide you in using these resources to brand, launch and promote your Geezeo‑powered PFM.


PFM is not just about financial advocacy, it's also about creating greater customer engagement. To get familiar with PFM marketing basics, follow our 3‑Step process:

Timeline for Maximizing Your PFM Launch -

Use this timeline to begin scheduling resources and fitting PFM-related messages into your communication calendar.