Client Resources

Geezeo PFM

Monthly Engagement Reports

Want to know how people are using your PFM?

On-Demand Reports

Leverage data! A quick guide to the top 5 conditional reports used in Geezeo Admin. External accounts, balances, etc. - Find the segments that need your attention.


How do I access our PFM Engagement Report?
On the first business day of the month, an updated report is posted for your review. The new document replaces the previous month. Data is cumulative, and it is recommended that you download each month to your local drive. Geezeo Admin > Dashboard> Monthly Reports & Documents

How do I see how how many people added an external account from another FI?
Geezeo Admin > Dashboard > Quick Links: Run A Report > Marketing Campaign Report: Name Report Select the Following Conditions: Account Type [Is] [Auto] Add a Subfilter Account Type [Is] [External] Optional: Add additional filters as needed Run this report


We are here to help you every step of the way and assure you and your staff are well prepared to leverage PFM. Reach out to Client Relations with any questions you may have.